CA Inc Business Process Management

Streamline New Business Intake
Generating new business for the law firm is vital to long term success. In addition, a firm's new business intake processes must mitigate risks associated with accepting new business. CA Inc offers the leading Business Process Management (BPM) solution for automating new business intake. With CA Inc, firms significantly reduce the time and effort required to accept new business while minimizing risk exposure.

CA Inc automates new business intake on the Metastorm BPM platform, which integrates seamlessly into CA Inc FileSurf® Records and Conflicts, as well as leading document management, accounting, marketing, docketing, and case management databases. The flexible BPM platform is configurable to meet a firm's unique requirements and allows ownership of the design, management, and maintenance of these automated business processes versus reliance on a third-party provider.

Advantages of New Business Intake Automation

• A firm's investment in BPM for new business intake automation can be leveraged by automating additional business processes throughout the firm.
• The BPM platform ships with over thirty business process templates for law firms such as new employee hire, employee review, and simple applications such as conference room scheduling.
• CA Inc's BPM technology, best practices expertise, and years of real world intake experience can ensure optimal deployment.

To streamline the processes that surround brining new clients on board, CA Inc's records management solutions for law firms is the answer. With CA Inc, firms perform a thorough conflict of interest check, automate the setup of new client and matter records, and streamline workflow.