This guide provides an overview of Legl’s Client Matter Inception (CMI) tools, designed to simplify document management, enhance security, and improve efficiency in legal workflows. Learn how to send, request, and collect signatures seamlessly, reducing manual work and ensuring a smooth client onboarding process.
Key Challenges in Client Matter Inception (CMI)
Law firms often struggle with efficiently managing client matter inception due to:
Manual document handling leading to delays and inefficiencies.
Insecure processes that create risks in document exchange.
Difficulty in tracking document requests, signatures, and submissions.
How Legl’s CMI Tools Help
Seamless Document Management
Enables firms to send, request, and receive documents securely.
Reduces reliance on manual paperwork, improving efficiency.
Secure Digital Signatures
Clients can sign documents from any device, eliminating printing and scanning delays.
Ensures compliance and security in legal transactions.
Real-Time Tracking and Notifications
Provides instant updates when clients upload, sign, or complete document workflows.
Enhances visibility and control over document status.
Steps to Optimise Client Matter Inception
Utilise Digital Document Workflows
Automate document requests and approvals to save time and improve accuracy.
Enable Secure and Remote Signing
Allow clients to sign documents from anywhere, ensuring faster turnaround times.
Track Document Progress Efficiently
Use real-time notifications to stay updated on document submissions and approvals.
Ensure Compliance and Security
Implement encrypted and auditable processes for legal document handling.
Conclusion
By leveraging Legl’s CMI tools, law firms can enhance efficiency, improve security, and simplify client onboarding. Digital document management and secure signing eliminate delays, ensuring a seamless experience for both firms and clients.
If you have any further questions or would like to explore Legl’s Client Matter Inception functionality further, please reach out to [email protected].