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Matter onboarding no longer needs to be a lengthy task

Despite being a necessary process for each matter taken on, matter onboarding can be a painstaking and time-consuming affair for law firms. The same information often has to be inputted several times through the course of the process, with a lack of efficiency causing backlogs. 

Build a Client Matter Onboarding solution in Neota to help streamline this all-important task.

Human Resources

What makes Neota's matter onboarding solution better?

Simple & effective
Simple & effective

Simple and effective method of automating this process

Increase Efficiencies
Increase Efficiencies

Spend less time on administrative tasks and focus more time on billable work

Ensure information is correct
Ensure information is correct

Information gets pulled from third party solutions instead on manual data entry to ensure the correct information is present

"Only Neota Logic was able to provide the technology and development needed for us to provide the quality, efficiency, and effectiveness that we needed"
David Simon
Foley & Lardner LLP, Partner

Client Matter Onboarding

Automate the matter onboarding process

1. Integrations

The workflow can pull in necessary information from pre-existing databases and files, removing the need to input the same data twice

2. Assign tasks and approvals

Workflows can be used to assign tasks and approvals to relevant parties internally and externally quickly and with ease.

3. Matter Management

You can also integrate this solution with your matter management platform for a seamless processes.