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

Client Matter Intake

Our team offers unmatched expertise in designing and implementing client matter intake and business acceptance solutions, with a focus on strategic alignment, compliance, technology, and business operations.

The evaluation of new business now extends beyond risk and compliance—it influences a firm’s entire business strategy. We understand the need to mitigate risk while optimising operational efficiency, ensuring the right resources are used at each step.

Additionally, we collaborate with firms to harness their intake process and data, providing insights into client behaviour, instruction origins, and opportunities for growth aligned with their strategic goals.

We follow a structured four-phase approach to deliver tailored client matter intake solutions:

Assess: The evaluation of a firm’s current processes, policies, and challenges, identifying best practices and requirements across all areas of business acceptance. This includes team structure, intake, conflicts, AML, risk assessment, terms of business, finance, business development, strategy, reporting, behaviour, and system integrations. This phase is essential for shaping the design and understanding the potential impact of proposed changes.
Design: The incorporation of the firm’s business, functional, and technical requirements into a comprehensive solution design, aligned with its overall objectives.
Build: The development of the solution based on the agreed design, making certain it meets the firm’s strategic goals.
Deliver: The implementation of the solution, including technical deployment, user training, change management, and ongoing support to ensure lasting success.

Silver Badge fosters strong collaborative relationships with highly experienced technical implementation partners and leading software providers in the legal sector.

We work seamlessly with these teams or your internal technology group to deliver comprehensive end-to-end business and technical services for technology implementations. Our approach spans solution design, development, implementation, and ongoing support.

Information Governance

Data is one of an organisation’s most valuable assets, and the Silver Badge team has extensive experience in implementing information governance frameworks that help firms maximise data value, minimise risk, increase efficiency, and reduce costs.

We assist firms in establishing governance frameworks and designing policies and processes around:

Document and records management
Information security (including ISO 27001 compliance)
Risk management and compliance
Reporting and analytics
Data governance
Information classification
People behaviour

Our expertise ensures that firms can effectively manage their data while safeguarding its integrity and maximising its potential.

Business Change & Transformation

The ever-evolving legal market—driven by client demands, regulatory changes, emerging technologies, and shifts in working practices and business strategies—is pushing firms to re-evaluate how they operate.

Whether firms are introducing new working practices, implementing technologies, or restructuring their operating models, effectively managing the resulting changes is critical to their long-term success.

The Silver Badge team brings over 15 years of experience in change management, successfully partnering with law firms to deliver transformation projects and achieve lasting benefits. We can help you:

Prepare: Assess your firm’s readiness for change by identifying potential resistance, necessary support, and internal leadership roles to drive the initiative.

Secure stakeholder buy-in: Conduct meaningful consultations to make sure that all stakeholders are engaged and take ownership of the change process.

Plan for change: Develop a comprehensive change management strategy that addresses the needs of all stakeholders and ensures the realisation of business benefits.

Deliver and sustain: Facilitate business readiness for the change, securing its success through continuous improvement processes to sustain long-term benefits.

With our expertise, we help law firms manage change effectively, for both immediate and sustained success.