New Business Intake video
The partner forwards an email; the form fills itself, the matter is risk-scored, only the lanes it needs run at once, and a named person approves each one. 1:16
What the film shows
Takes a partner's new-matter request through risk review, approvals and matter opening
Agents prefill the intake form from the partner's email and the client's prior matters, ask the partner only for what they cannot find, score the matter's risk, and open only the lanes that score requires, all at once. Conflicts, finance, identity and risk counsel each decide their lane; the intake specialist opens the matter with every condition in its billing setup.
Transcript
- New Business Intake takes a partner's new-matter request through risk review, approvals and opening, for law firms.
- Seven in ten large firms send back over a tenth of intake requests to fix.
- Dominic forwards a two-line email, and the form fills thirty-eight of its forty-two fields.
- He answers the other four in one reply, in twenty-six minutes.
- Fee terms score sixty-two, so finance and risk counsel review, but not the general counsel.
- Four lanes run at once, each with its holder and its time.
- Thirty-seven conflict hits come with reasons; Priya decides the one that needed her.
- Yasmin approves with two conditions, and they carry straight into billing.
- Annalise opens the matter in five hours forty minutes, not the firm's three point two days.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.