<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=3754969&amp;fmt=gif">
Use Case

New Matter Intake

Save your law firm time and money by streamlining the selection and onboarding of new clients.

UC-New-Matter-Intake-Hero-Desktop
UC-New-Matter-Intake-Hero-Mobile
Key Benefits

From Client Intake to Seamless Integration

Accelerate Onboarding

Standardize and automate the processes involved in accepting and integrating new clients.

Increase Data Quality

Incorporate smart data and automate data input to maximize insight and minimize errors.

Ensure Compliance

Automatically account for new regulations and blacklists when conducting account client conflict checks.

How it works

The Right Clients for You

STP's law firm management solutions help you select the right clients and then delight them, every time.

Client Selection Without the Risk

  • Mitigate Risks Efficiently: Implement a comprehensive, customizable and fully digital process for checking adherence to money-laundering regulations and avoiding potential client conflicts.  
  • Expand Due Diligence: Ensure circumstantial conflicts are also checked. 
  • Stay Compliant Automatically: Automate checking of client and case details against conflict key words, important sanction lists e.g., the EU sanction list and individual blacklists. 
UC-NMI-Lower-Risk

Get Clients Onboarded Faster

  • Standardize Seamlessly: Easily create standardized but customizable processes. 
  • Minimize Errors: Eliminate the errors and omissions often associated with manual data entry.
  • Boost Productivity: Accelerate workflows by, for example, automatically assigning tasks, sending notifications and tracking progress. 
UC-NMI-Onboarding
Book a Demo

Hassle-free Compliance

Our Presales Engineers demonstrate you in a quick online meeting or at your office how New Matter Intake can be a true Self-service with all the bells and whistles.

All Your Clients in One Place

  • Gain a Unified View: See all new client data and documents in one place. 
  • Simplify Intake Process: Manage new matter intake end-to-end, from client identification and initial contact to intake forms and file creation. 
  • Organize Digitally with Ease: Create a customized, digital organization of files and documents that reflect your firm’s familiar procedures.  
UC-NMI-Efficiency

Deliver Great Client Service

  • Achieve Data Cohesiveness: Ensure all client data is available simultaneously within individual automated workflows and a central system.  
  • Simplify Essential Tasks: Automate form creation and workflows to complete essential tasks with minimum effort.  
  • Stay Mobile and Connected: Access data, documents and workflows on mobile devices.1

1Dependents on product selected.  

UC-NMI-Client-Overview

“Exceptional time savings and true professionalization. With Lexolution, the efficiency within the firm has been fundamentally increased and this is also reflected in the motivation of the employees. Since the introduction of STP products, we have always been able to keep an eye on the success of the law firm and can perceive and actively control developments at an early stage.”

Products & Add-ons

Products That Help Solve Your Challenges

Law Firm Management

Legal Workspace

The Legal Workspace simplifies processes such as new matter intake and conflict checks while adhering to compliance guidelines—smart, cloud-based, and directly in your browser.

View Product

Law Firm Management

Lexolution

Lexolution helps your law firm to ensure long-term profitability. How? By empowering legal professionals to work more efficiently, effectively and 100% digitally - all in one place.

View Product

Law Firm Management

Advoware

Advoware is a powerful yet cost-effective software for individual lawyers, smaller law firms and notaries, to significantly increase the efficiency of your daily work.

View Product

Law Firm Management

Winmacs

Winmacs supercharges your daily work by simplifying and accelerating all workflows and processes on which you and your clients depend.

View Product

Law Firm Management

Winjur

Built with Swiss law in mind, Winjur helps small and midsized legal firms in Switzerland free up more time for client work.

View Product

Corporates

Knowliah

Knowliah dramatically improves your corporate legal department’s ROI by centralizing all legal processes in one solution.

View Product
Related Resources & Downloads

Dive Deeper Into the Topic

7 Tips to select the optimal law firm software

7 Tips to select the optimal law firm software

Discover how the right software can help streamline workflows, save time, and boost client satisfaction.

New Matter Intake - Status, Challenges, and how Legal Tech can help

New Matter Intake - Status, Challenges, and how Legal Tech can help

In today’s competitive legal landscape, the overall impact of New Matter Intake (NMI) cannot be overstated. Download now!

5 ways Generative AI is Redefining Law Firm Profitability

5 ways Generative AI is Redefining Law Firm Profitability

Discover how Generative AI is reshaping the future of law firm profitability. Automate tasks, reduce errors, ensure compliance and minimize risk.

Related Use Cases

Experience Other Use Cases

Contract lifecycyle management: Easy contract control

Contract lifecycyle management: Easy contract control

End-to-end contract control with STP: ✓draft ✓manage & ✓track contracts throughout their lifecycle. Create reliabe contracts effortlessly. More info!

Comprehensiv knowledge management for law firms

Comprehensiv knowledge management for law firms

✓Unified Search ✓Capture all email communications ✓Superior document scanning ✓Intelligent templates ✓Efficient document management & more. More info!

Time & billing lawyers: Maximize earnings with precision

Time & billing lawyers: Maximize earnings with precision

✓Capture every billable moment ✓Streamline invoicing ✓Ensure a consistent & robust revenue flow ✓Empower your legal practice to thrive. Get more info now!

Client conflict checking software: Reduce risks significantly

Client conflict checking software: Reduce risks significantly

✓Accelerate checking processes ✓Search flexibility ✓Ensure completeness. Skip the hassle of manual checks and avoid case conflicts with STP´s software!

Digital Submission of Tables and Records

Digital Submission of Tables and Records

Dramatically reduce the time and effort required to submit filing documents to the insolvency court, fulfilling court requirements at the same time.

Innovative digital insolvency case management & commmunication

Innovative digital insolvency case management & commmunication

✓Accelerate communications ✓Centralize management ✓Maximize profitability & free up time to take on more cases. Book a free demo with our experts now!

Learn More

Speak With an Expert

Just enter your contact details, and we’ll be in touch to show you this Use Case in action.