Entering a new client once instead of four times
Intake data seeds the conflicts database, the practice management record, the document management folder and the accounting customer. Writing it once and propagating it is the whole job, and the value is less about typing speed than about the four records afterwards carrying the same spelling.
The same client name is typed into the conflicts database, the practice management system, the document management system and the ledger, and a conflict is only found later if two people spelled it the same way.
A firm organises everything by matter, and the matter record is created by hand from an intake form. That single re-keying step seeds four systems, and because there is no shared identifier between them, every later reconciliation is a name match against human typing.
- Clio
- NetDocuments
- QuickBooks Online
When this is the wrong thing to build
Pick something else if your intake form does not capture the parties a conflict search needs. Add the fields for related parties and insurers first, because propagating an incomplete record faster does not help.
The constraint that shapes it
The conduct rules decide what may be automated here, and they are adopted state by state rather than nationally, so specifics have to be checked against your own jurisdiction. More on how this sector works.
Something arrives from anywhere. It becomes one record with one owner. Read what this shape is, or start from one of these.
- Turning portal leads into one shape a person can work
- Turning an after hours maintenance call into one work order
- Booking a service call without a person typing it
- Sorting a return visit into callback or new work
- Turning a portal work order into a dispatched job
- Turning a tax notice into a dated response record
- How do I stop typing the same client name into four systems?
- Can a Clio matter be created from an intake form automatically?
- What should a new client record include before the conflicts check?
- How do law firms handle intake outside office hours?
Back to law firms, or see how this is priced and scoped.