Case Study: Duane Morris achieves faster, more efficient new-matter intake with Thomson Reuters Elite

Automating New Matter Intake Process Enhances Efficiency

Duane Morris LLP, a top-100 U.S. law firm with about 550 lawyers and 20 offices, faced inefficiencies from paper-based, manual workflows—particularly in new matter intake and conflicts checks. While implementing Enterprise Records Manager, the firm sought to streamline intake, reduce errors and speed approvals by adopting an enterprise BPM solution.

After selecting Metastorm (now OpenText) e-Work, Duane Morris integrated intake and conflicts processes with its financial and practice management systems to create auditable, repeatable workflows. The automation accelerated matter initiation and approvals, cut manual data-entry errors and costs, improved employee satisfaction, and was extended to HR and other administrative processes—delivering faster service and lower risk.

Duane Morris