For years, Torys LLP, based in Toronto with offices in New York, Calgary and Montreal, used a home-grown system to open new client matters with separate systems to run conflicts checks and manage risk.
How Torys Updated Its Intake Processes and Systems
In 2008 we began actively looking for a new system that would allow our lawyers and staff to easily enter all of the required pieces of information about potential new clients. We wanted a system that could create a central repository for that information and integrate seamlessly with our financial and document management systems. CorpIntake has helped us to dramatically cut down the amount of time it takes to open new matters, comply with regulations and keep all of our information in a central location.
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