Like many law firms, Pannone is extremely process-driven and subject to many rules and regulations relating to the core of its business – the provision of a high standard service and advice to all of its clients. The procedures associated with this critical process, known within Pannone as “file opening” includes reviewing and processing new clients, as well as checking for possible conflicts of interest and fraud. The firm had relied on manual methods to capture all the necessary data, input it into a Word document or hand written, and from there it was passed to Account to create the client and matter, and then passed on again to Marketing to input into the marketing database. Click here to read more…
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