Business Intake and Conflicts

Hello!  Our firm is working to revamp our existing process for closing inactive matters and I wanted to see what ideas or best practices you can share about how you are handling this process.

• What processes, policies, and/or systems are you using to proactively close inactive matters?
• Are you automatically closing matters based on certain criteria? 
• Do you provide reports or dashboards to lawyers to review and mark matters for closure?  If so, what systems are you using to facilitate this?

Thank you, in advance, for your feedback!
Mary

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Mary Weatherbee
K&L Gates
Senior Business Relationship Manager
Pittsburgh PA
Number of Attorneys: 1800
Number of Offices: 43
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Hi Mary,

We have an automated process via our time and billing system.  It identifies dormant matters (18 months of inactivity, with some exceptions based on matter type), and sends an email to the billing attorney, alerting them that the identified matters will close in 7 days unless we receive additional input from them.  The attorney receives an additional notification confirming the matter has been closed after the 7-day period. 

- Amy

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Amy Sanderson
McNees Wallace & Nurick LLC
Senior Conflicts Analyst
Harrisburg PA United States
Number of Attorneys: 160
Number of Offices: 10
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