About Us

New Business/Client Intake Strategy and Technologies

PLA has advised numerous law firms on effective ways to manage the process of new business intake and conflicts. From our experience in this area, PLA consultants have developed best practices for organization, process and technology to provide better risk control, reductions in write-offs, optimized attorney time and a more productive administrative staff. We enable our clients to take on the most business possible while still accurately measuring and effectively managing risk.

Our services will help guide you to:

  • Document your current new business intake and conflicts practices and the concerns of those using the system
  • Analyze the current model to ascertain whether it supports the firm’s stated business strategy, goals and risk tolerance
  • Evaluate your staffing model, skill and training levels, and roles and responsibilities
  • Identify high-potential improvement opportunities across all aspects of new business intake and conflicts resolution, including policies, processes, procedures, rules and triggers, existing technology and new solutions
  • Recommend solutions consistent with “best practices” to take advantage of the opportunities identified
  • Develop an implementation strategy for moving forward with needed changes
  • Assist in the creation of policies, processes, training programs and design specifications that are flexible to adapt to future requirements
  • Manage the implementation of improvements

For more information regarding any of these solutions, please contact Dan Safran.

PLA has assisted several of the world's largest law firms in efforts to revamp new business/client intake strategy, process, technology and organization.  We have completed opportunity assessments followed by conceptual design recommendation projects that outlined and delivered a robust analysis to make the case for change across the multitude of business intake components unique to the law firm environment.