But Wait... There's More - Avoiding Risks in NBI and QA and Embracing Change

By Joanne Kiley posted 04-20-2017 17:52


This past week members discussed new business intake, quality assurance and more. Jump to the “Something Extra” section for insight into change management. Explore curated sources on these topics including some from ILTA’s treasure chest.

New Business Intake (NBI)

Questions come in regularly to the ILTA communities about how best practices for new business intake workflows. We want efficient NBI process without losing quality or exposing a firm to unnecessary risk. The most recent Peer to Peer has a best practices article to assist with your workflows and data management, “Raise Your Conflicts Technology Game.” Also read ILTA’s Business and Financial Management white paper from November 2015, “Clear These Hurdles and Transform New Business Intake.”  A recent webinar on Windows 10 deployment, “Cracks in Your Windows? Build Quality into Your Projects,” also addresses NBI implementation. To stay current on issues related to client conflicts, consider subscribing to the Law Firm Risk Management blog for information on suits and resolutions due to client conflicts and more.

Quality Assurance

The ILTA webinar I just mentioned, “Cracks in Your Windows? Build Quality into Your Projects,” also provides an in-depth analysis of quality assurance best practices for implementation projects big and small. Just last week ILTA volunteers sat down to discuss “Achieving Quality Assurance Excellence in Legal” in an ILTA Radio session. Sean Luman wrote a helpful article for the Spring 2017 Peer to Peer on the important considerations to a successful implementation called “The Art of Implementations.” And blog if you didn’t catch the ILTA KM blog series, “How to Survive Complex Projects,” start by reading “Part 5: Getting Your Testing Right” today.

SOMETHING EXTRA – Managing Change

Spring is in the air, at least in those climes with more than one season. It’s a good time to think about all things new.  We see it in ILTA’s discussion groups where members ask about starting new programs and looking for new tools. Why is “new” an exciting term while “change” terrifies? Perhaps “change” needs re-branding to “improve.” It’s all semantics and what really matters is how you (ahem) improve a process or a toolset. Thomson Reuters UK addressed change management in a webinar recording, “Best Practice Steps to Building a Strong Internal Change Culture.” Mal Mead recently shared his wisdom on change management in “The Challenge of Change” for Peer to Peer While asking others to change don’t forget to try your own new things. InOutsource Consulting’s Megan Beauchemin recently wrote “Top 5 Reasons To Look Outside of Legal for an Enterprise BI Solution.” Her reasoning can apply to more than BI tools and if nothing else will remind you to ask a few extra questions of your go-to vendors.

As ILTA’s content curator, I’m always monitoring the discussion forums to discover what topics are top-of-mind among the members. Each week, I focus on a few areas that spark your interest, and I provide some curated resources to assist your own information-gathering on the topics. If there are specific topics you would like assistance exploring, please contact me at

#Businessandlegalprocessimprovements #ChangeManagement #BusinessandFinancialManagement