Winning a client's business is a rewarding experience, but diligence requires a thorough examination of the prospect's worthiness, conflict potential and your company's capacity to deliver before signing the agreement. Together, Bluespring Software, Handshake Software & Microsoft are helping companies effectively manage "best practice" policies & procedures to mitigate risk before beginning a new engagement.
"I find that a large proportion of firms could benefit from improvement in their client intake procedures. The better these procedures are, the more likely you will have quality clients, get paid for your services, avoid conflicts, collect valuable strategic information for marketing purposes, avoid wasting otherwise billable time, and avoid potential malpractice actions. All that from improvement in intake practices? You betcha!" Ellen Freedman |
Situational Analysis When professional services or law firms accept a new client or project they are typically extending credit and incurring risk. Further, client on-boarding is often the first experience the customer has with your firm, setting the tone for your entire relationship. This highly manual and unstructured process involves interaction with multiple systems and is ripe with opportunities to fall out of compliance with internal policies, rules, procedures and applicable laws. Best Practice Client Intake Checklist Includes
| The Solution This "best of breed" Client Intake Software Solution is built on a fully Web Services-enabled composite solutions architecture comprised of Bluespring Software, Handshake Software and Microsoft Office SharePoint Server (MOSS) 2007. It comes pre-configured with "best practice" portals and workflows that address client on-boarding. Business Value
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