Live Webinar

Legal Sector: Automating and Standardizing New Matter Intake Processes with K2 and Method Automation

Legal firms today face numerous operational inefficiencies when it comes to new client and matter intake process. Without a simple and smart process automation, many firms are tasked of manually gathering information from several different team members such as Attorney’s Paralegal’s, Intake specialist, administrators, and mail room staff. The gathered information then needs to be collated, easily searchable and tracked for client management and billing purposes. This leads to slow productivity, increased administrative costs, and disorganized information dispersed across the firm.


Fortunately, Method Automation Services, Inc (MAS) has created numerous solutions utilizing the K2 Platform for New Matter Intake. Join us to learn how a holistic approach to your new matter intake can help you:

  • Streamline the decision making process to double your intake
  • Leverage information collected in one pace for ease of management
  • Integrate your third-party systems such as RecordTrac, MediConnect, Verisk, Elite, iManage, Office 365, SharePoint, OpenXML, and Twilio
  • Increase revenue through greater visibility into your process


Webinar Details:

Date: Wednesday, August 29th

Time: 2 PM ET

Venue: On24 (login details sent upon registration)


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