Reengineering new business intake processes through analysis of existing client bases, client industry and practice areas in concert with firm’s strategic plans and Business Development areas.
- Lateral Partner/Associate Growth Management and the effect on conflict and new business changes to firms’ traditional client bases due to lateral growth
- Developing training programs for all aspects of NBI workflow and conflict of interest evaluation processes
- Project Management – file opening workflow, conflict databases, client information database systems, time and billing systems (sub-ledger focus), information management process redesign
- Client Data Management — Analysis of client/matter data structure in time and billing systems – focus on business practice and client family optimization and reforming data to add meaningful business markers
- Practice Management – Trend and marketing-focused analyses
- Partner and Associate Performance Reporting
