Reed Smith

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

Conflicts and Matter details webpage shots
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.

Matter Opening Form 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 Screen
Add Parties to Matter Screen
Conflicts Intapp with In Review, Waiting, and Complete callouts