WEBINAR: New Business “Intake Intelligence” — Dashboards and Reporting that Enable New Levels of Insight and Action

July 21, 2026 (8am ET)

Law firm risk leaders looking to increase team productivity and deepen their understanding of departmental efficiency and business impact need better operational insight.

 But when it comes to extracting key data and building essential reports, many teams look to build on the native capabilities of their new business acceptance software to gain deeper operational insight.

In this webinar, we’ll explore how risk leaders are pursuing “Intake Intelligence” — adopting modern analytics tools, and configuring custom reports to address a wide variety of critical compliance and client service objectives.

 If your firm is looking for:

• More detail and drill-downs into matter opening volume and composition
• More granular understanding of staff productivity and work patterns
• More clarity around exceptions, escalations, bottlenecks, and surge traffic flows
• More insight to help manage capacity and better serve partners

You won’t want to miss this session!