Matter Intake: How we helped a major UK law firm conquer client forms and authorization automation with K2, DocuSign and iManage

We're helping one of the ‘top 100’ UK law firms, based in the southwest of the country, to automate their New Matter Intake process with K2. As part of their onboarding process, this firm had to send documents, and sometimes forms, to be completed and signed by potential clients. A paper process of forwarding documents to clients was slow, as was the process of scanning them back into the system once completed and returned. The firm considered the possibility of developing a ‘forms solution’ that would send forms to their clients to be signed and eventually returned as a PDF (assuming the client had the technology to produce and e-mail the PDF). Of course, this meant that there was no consistency in how the forms were returned from client to client.