In collaboration with Reed Smith, Knox Design Strategy transformed how the firm manages business intake by designing a streamlined Matter Opening Form. This custom solution consolidates workflows, accelerates conflict checks, and simplifies matter initiation, centralizing key steps into a single application. The Matter Opening Form integrates data from multiple systems, giving Reed Smith an efficient, unified platform to open matters faster and with greater accuracy.
A key feature of the Matter Opening Form is its real-time progress tracking, giving Reed Smith attorneys instant access to a matter’s status. Users can easily see if a matter is under review, awaiting approval, or completed. This visibility spans essential steps like Conflicts, QA, Pro-Bono, Client or Matter Approval, and Anti-Money Laundering. By making each step transparent, the Matter Opening Form provides a clear, end-to-end view of the entire process – helping attorneys manage timelines and anticipate next steps with ease.