CLOC New York Intake and Matter Management Systems

The Corporate Legal Operations Consortium (CLOC) New York chapter hosted a regional event titled "Intake and Matter Management Systems: Do the Work Before You Pick the Tech!" on February 7, 2024. This session was led by Bryan Kimes, Director of Legal Operations and Litigation Support at Philip Morris Global Brands Inc., and focused on the essential preparatory steps required before selecting technology solutions for intake and matter management systems.

The event emphasized the importance of thorough groundwork in designing effective intake and matter management systems. Attendees engaged in discussions about identifying key requirements, understanding organizational workflows, and establishing clear objectives to ensure that the chosen technology aligns with the specific needs of their legal departments.

As a regional event, it provided a platform for legal operations professionals in the New York area to connect, share experiences, and gain insights into best practices for implementing intake and matter management systems. The session aimed to equip participants with the knowledge to make informed decisions when selecting and implementing technology solutions in their organizations.

This event was particularly beneficial for legal operations professionals, in-house counsel, and legal department managers seeking to enhance their intake and matter management processes. By focusing on the preparatory work necessary before adopting new technology, attendees gained valuable perspectives on optimizing their legal operations.