How Sandberg Phoenix improved efficiency and client service with Intapp Conflicts and Intapp Intake
Legal
Intapp Conflicts
Intapp Intake
Sandberg Phoenix provides superior legal services to clients of every size throughout the Midwest and across the country. Consistently rated as one of the top law firms in St. Louis, Missouri, the firm represents clients in a broad range of industries, including transportation, finance, and construction. The firm’s professionals are obsessed with client satisfaction and use creative legal thinking to solve complex business and personal challenges.
Manual processes hindered scalability
Sandberg Phoenix, a full-service law firm, faced challenges with its manual file-opening processes during a period of rapid growth. The accounting department had been handling intake manually, but the process was time-consuming and error-prone, making it difficult to scale and meet increased demand. The firm needed a dedicated intake department and a more sophisticated system to accommodate its expansion.
Transformation at work
“With Intapp, we can focus on delivering high-quality service while confidently managing risk exposure.”
Ashley Poss
Client Intake Manager, Sandberg Phoenix
Executive summary
Challenges
Manual processes hindered scalability
Sandberg Phoenix, a full-service law firm, faced challenges with its manual file-opening processes during a period of rapid growth. The accounting department had been handling intake manually, but the process was time-consuming and error-prone, making it difficult to scale and meet increased demand. The firm needed a dedicated intake department and a more sophisticated system to accommodate its expansion.
Results
Boosting productivity and growth
Since implementing Intapp Conflicts and Intapp Intake, Sandberg Phoenix has achieved significant improvements in its growth and productivity. The firm is now opening three times more matters, with significantly reduced errors. This scalability is more effectively supporting the firm’s growth strategies.
Solution
Improving intake with a more sophisticated system
Sandberg Phoenix implemented Intapp Conflicts and Intapp Intake to streamline its intake processes. These solutions minimize human error; enable consistent, efficient processes; and offer robust tracking capabilities for all matter intake and conflict reviews. As a result, the firm’s professionals can more confidently manage risk exposure while using saved time to deliver high-quality service.