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Virtual Risk Roundtable Webinar (Successful New Business Intake)

April 22, 2021

1:00 PM – 2:00 PM ET

As partnerships, law firms are complicated organizations. The greatest challenges of the partnership model often are associated with getting the partners to do things associated with running the business of the firm. Lawyers like to practice law, not handle business administration. One of the key pieces of the business of a law firm is new business intake. Get it right and important downstream processes like timekeeping, billing, collections, and profit analysis will go smoothly. Get it wrong and not only will it jam up those gears but it also could expose the firm to ethical, financial, and reputational risks.

So, if new business intake is so important, why do so many law firms struggle to get it right? What does successful new business intake look like? We have some ideas but we also want you to share yours!

Conversation topic starters will include:

  • What works really well? What really doesn’t work?
  • Is this just a hoop to jump through or is there meaningful consideration of new work?
  • Are there creative workflow strategies you’ve employed to get better information from submitters, get better involvement from reviewers (answering the “should we” question), and speed things up?
  • What are the “new” things your firm has asked to know about new matters? (Marijuana businesses, Pricing, LPM, OCGs, etc.)



Marcia Cook

Sr. Data and Analytics Consultant

Marcia Cook comes to InOutsource with 17 years of IT experience with the last 7 years heavily focused on Business Intelligence and Data Warehouse Development, as well as Data and Analytics solutions. Prior to completing her bachelor’s degree, Marcia also worked as an Executive Assistant for various employers including Micron Technology, American Express, University of Utah, and the United States Army Kwajalein Atoll (USAKA).

Marcia has extensive experience with various Analytics tools including Qlik, Tableau, Sisense, OBIEE, and Domo. She has studied both Kimball and Inmon data warehouse methodologies, Software Development Life Cycle (SDLC), and various programming languages including SQL, C++, Java, .NET, and python.

Marcia obtained her Bachelor of Science in Mathematical Science with a minor in Computer Science from University of Alabama in Huntsville.

In addition to work, Marcia has been a college Math tutor for all ages, specializing in general mathematics, algebra, and calculus.