Using Method Grid we’ve created a simple framework for your own client matter inception process. Each element contains outline guidance, useful information and an example checklist to help you create an ever improving, repeatable best practice process for your own client and matter intake procedures.
With Method Grid you can clone this example into your own library to build out your own bespoke process. Once completed, your staff can clone instances to run through, giving you an ongoing compliance log for each new client and matter inception.
Who might this client matter inception process be useful for?
Any legal firm looking to operate at that next level of compliance can benefit enormously from this new client and matter induction process framework; and from a knowledge and business process management system like Method Grid.
Starting with this example you can map out your firm’s own bespoke processes quickly and easily – link to your documents easily with our file upload and cloud document management system links, link process elements to the expert staff in your firm and enable social knowledge management with interlinked commenting and feedback.
“The average interaction worker spends an estimated 28 percent of the workweek managing e-mail and nearly 20 percent looking for internal information or tracking down colleagues who can help with specific tasks. But when companies use social media internally, messages become content; a searchable record of knowledge can reduce, by as much as 35 percent, the time employees spend searching for company information. Additional value can be realized through faster, more efficient, more effective collaboration, both within and between enterprises.”
McKinsey Global Institute (MGI) – The social economy: Unlocking value and productivity through social technologies