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<b>Case Study:</b> Managing Risk by Improving the Intake Process

Law firms around the world are continually challenged with how to best manage information and business processes associated with clients, matters, conflicts of interest and new business intake while taking every precaution to mitigate risk and increase productivity. It's not an easy task, but with proper vision, along with the right team and systems in place, firms can meet evolving business needs and achieve optimal information management while enhancing risk management. Here is how we did it at Cadwalader, Wickersham & Taft.

It began in the early '90s when we joined forces with the co-founders of LegalKEY Technologies (now part of Open Text) to help design a conflicts checking and records management program for tracking and managing firm client matter data. When we met with the co-founders, we knew this technology would help enhance efficiencies and improve operations at our firm.

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