Client Matter Lifecycle

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Helping law firms effectively navigate the client matter lifecycle

HBR provides law firms with strategic guidance, operational improvement, and technology solutions regarding the business aspects of the entire client matter lifecycle. Some of the areas we support include client intake; due diligence and conflicts-of-interest review (for new matters, lateral lawyer moves, and merger integrations); work delivery, including compliance with outside counsel guidelines; the full revenue cycle; and matter conclusion.

Fostering collaboration and client satisfaction

Attention to these areas of the client matter lifecycle helps firms break down internal silos, increase efficiency, improve their bottom lines, and mitigate risk, so they can more effectively manage their client relationships, fostering collaboration and client satisfaction.


Client Matter Lifecycle Strategic Assessment

Strategic assessment regarding the staffing and organization structure, policies and processes, and the use of technology to support all aspects of the client matter lifecycle.

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Operations + Technology

New Business Intake/Conflicts

Driving best practices in:

  • Client due diligence
  • Conflicts of interest
  • New business intake
  • Outside counsel guidelines

Revenue Cycle

Support of law firms’ full revenue cycle including:

  • Pricing and budgeting
  • Timekeeping
  • Billing
  • Collections

Matter Execution

Guidance regarding:

  • Document and work product management
  • Collaboration tools
  • Matter security
  • Matter conclusion

Technology Implementation + Adoption

Implementation of technologies to support the above areas, including:

  • Conflicts and new business intake management technology
  • Workflow automation
  • Electronic pro forma
  • E-Billing
  • Outside counsel guidelines

HBR Enabling Software


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