A. Start by considering your business goals and defining requirements. What are your business needs? Using new client intake process as an example, are you looking to shorten the approval process? Does your general counsel require a comprehensive audit trail of the approval process? Address business issue rather than the automation issue.
The next step: Organize a group of key stakeholders who are invested in the business issue. Using the new business intake example, this may include the firm’s GC, risk management partner, the conflicts department, attorneys and secretaries. This group should examine the existing system, to determine what needs re-working and what should be left untouched.
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