Manage Client Intake

Type: Process
Status: Planned
Industry Sector: Legal Services

Description:

Management of the onboarding of new clients including conflict checks, identity verification and engagement letter preparation.

Parent Process: Manage Client & Matter

Subprocesses:

None

Served by Application(s):

Conflict Checking Application
Legal CRM Application
Legal Practice Management System

Realizes Capabilities:

Client & Matter Management

Uses Information Object(s):

Legal Client
Legal Matter

Performed by Role(s):

Solicitor
Paralegal

Triggers Process(es):

None

Planned Manage Client & Matter Legal Services Client & Matter Management SolicitorParalegal

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