Is your firm getting new business off to the right start?

New Business - it's the heart of every law firm. Whether the firm is bringing in a new client, a new matter for an existing client, or acquiring a new book of business through lateral hire or merger activity, your bottom line is directly impacted by the strength of your intake process. It must be expedient to begin billable work quickly, yet thorough enough to properly vet any proposed new business from both strategic and risk perspectives. Will accepting a matter not in-line with the firm's growth initiatives conflict the firm out of more cardinal future work? Has proper due diligence been performed to protect against loss of reputation, malpractice claims and legal consequences?

The new business inception process requires numerous steps, reviews and approvals that span multiple personnel, information repositories and office locations. Law firms need to leverage technology to proactively and systematically automate these matter intake workflows to expedite and authenticate the business intake process.

Open new business quickly and strategically while minimizing risk exposure

CompliFlow New Business Inception automates workflows required throughout every stage of the new business review and approval process – from initial intake request forms, through to conflicts checking, conflicts clearing, waiver and engagement letter management, approvals, issuing of client/matter numbers, matter-centric folder creation, ethical wall and confidentiality screen building, etc. CompliFlow is unique in that it can be easily modified to meet changing business needs by leveraging law-firm preferred Microsoft® technologies and providing licensable code that can be utilized by in-house IT staff.

Expertise, technology and flexibility unite

The Frayman Group is the best qualified solutions provider to help law firms manage new business processes. We developed CompliFlow New Business Inception based on in-depth expertise gained through our teams' work in more than 250 law firm environments. We understand that every firm manages the new business intake process differently, and that one approach definitely does not fit all. Firm size, practice areas, office locations, back-office systems mix, staff, firm culture and risk tolerance all play a role in the way firms approach new business. We know that a firm's business processes should drive technology and not the other way around; that business rules change constantly and must be accommodated for easily; and that firms are looking for solutions that leverage standard, universally-accepted technologies that can be affordably managed in-house, rather than proprietary or back-box systems.

• Key Business Benefits
• Start Smart - Standardize the consistency of business processes across the entire firm for better quality outcomes, including lowered risk exposure, reduced operational costs and more strategic-decision making
• Start Safe - Enjoy the flexibility of decentralized initiation along with the security of centralized review and clearance – balancing speed with risk management oversight.
• Start Fast - Real-time monitoring across all intake processes eliminates bottlenecks and dramatically reduces cycle time required to issue a client/matter number
• Start Protected - Capture a comprehensive audit trail record of the opening process
• Start Sound - Ensure solid information management practices from the beginning by establishing ethical walls and populating other firm systems according to the specific rules of each engagement.

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