Reed Smith

Accelerating Business Intake with Reed Smith’s New Matter Opening Solution

Matter Opening Form with matter details and conflicts intapp highlighted Matter Opening Form with matter details and conflicts intapp highlighted
Industry
  • Legal, Corporate
Services
  • UX/UI
  • Digital Strategy
  • Information Architecture

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.

New business intake queues

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.

Existing or new client information
Parties to Matter
Intapp Conflicts