How to Build an Efficient New Business Intake (NBI) Process
Hossein Jabbarzadeh
May 30, 2023
4:12 pm
Taking on new clients, or opening a new matter for existing clients, can be a complicated process – especially for medium to large size law firms. Internal rules and regulations, conflict checks, local and international obligations, and rules enforced by governments such as Know Your Client (KYC) impose complicated workflows.
