Webinar Recording — Optimizing New Business Intake to Improve Client Financial Fit

Today, growing economic pressures and increasing client demands highlight the need for investing in practical measures for effectively achieving internal growth and profitability objectives.

The point of business intake represents the optimal time for evaluating client and matter profitability. But executing such reviews — and even standardizing on what criteria should be reviewed, how, and by whom — can be significantly challenging to implement at scale.

At this webinar, panelists will discuss practical approaches for enhancing how new clients and new matters can be evaluated, how both matters and lawyers can be ‘scored’ for profitability, and how intelligent monitoring can add consistency, efficiency and scale to business intake processes.

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Tom Van Der Moere
Chief Financial Officer
Neal Gerber Eisenberg

Jim Shoemaker
Director of Pricing and Matter Management
Miles & Stockbridge

Mark Medice

Augustine Contrera
Principal Solutions Architect
Aurora North