Reviewing and processing new clients or new business from existing clients is one of the most cumbersome activities within the legal industry.

Often manual, paper-based processes are hindered by lost paperwork, missing information, and, last but not least, bottlenecked on someone’s desk. A large legal firm in the Midwest was experiencing these similar problems associated with paper-based processes when it reviewed and processed new clients and new matters from existing client.

With a multiple office environment, new cases and client matters were taking weeks to approve, and there was no way to track status and history or to maintain an audit trail. The firm decided to automate and streamline processes using Metastorm BPM to create a more efficient and auditable work environment. Now attorneys can quickly initiate new matter processes by accessing form displayed in their own Outlook email client. Plus, attorneys now have access to more information and can make a quick decision as to whether or not to open a new matter. Appropriate employees are notified when information is added or changed within a record, giving attorneys complete visibility into the status of each new matter.

For this critical process, Metastorm BPM has helped the firm improve efficiency, increase approval times and reduce errors associated with manual data entry. The new automated process has also cut down paper use, dramatically reduced supply costs and provides an audit trail that helps the firm document the due diligence that takes place before signing a new client or taking on a new matter for an existing client.

With BPM, what used to take weeks to complete can now be done in one hour. Learn more on how this law firm and others are using BPM to increase efficiency, control and visibility, and boost productivity for greater revenue generation by going here.

Related posts:

1. Another Green customer success story Last week, we had a blog post about sustainable business...
2. Because our customers matter most Metastorm has an extensive list of customers who can attest...
3. Leading accounting firm discusses the value of BPM With increasingly high regulatory pressure and costs, today more than...
4. Legally efficient – law firms enjoy the benefits of BPM Like many other industries the professional services industry has experienced...
5. BPM and education The economic stimulus package has a significant budget – $650...