Watch — Webinar Recording — Optimizing New Business Intake to Improve Client Financial Fit

Today, growing economic pressures and increasing client demands highlight the need for investing in practical measures for effectively achieving internal growth and profitability objectives.

The point of business intake represents the optimal time for evaluating client and matter profitability. But executing such reviews — and even standardizing on what criteria should be reviewed, how, and by whom — can be significantly challenging to implement at scale.

At this webinar, panelists will discuss practical approaches for enhancing how new clients and new matters can be evaluated, how both matters and lawyers can be ‘scored’ for profitability, and how intelligent monitoring can add consistency, efficiency and scale to business intake processes.