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New Money
Managing Law Firm Revenue at the Client Intake Stage

Experience has indicated:

  • No single new client acceptance policy will fit every firm.
  • The framework and processes are usually revised to fit an individual firm’s culture – and that management’s appetite to
    challenge the status quo.
  • The biggest difference between firms delivering revenue realization improvement and those who don’t is a commitment by senior firm management to drive a high level of true policy compliance.

Testimonials From Our Clients

“Reid and Riege, P.C. has retained Intelliteach (formerly Cash Management Solutions) to manage its aged accounts receivable since 2004.  With an attorney count in the forties, our on-site collection consultant works here 20 hours per week.  We have been fortunate to have the same capable consultant since the start. Our Intelliteach consultant diligently tracks and reports his activity both to Intelliteach and to me at the firm.  I use these reports to track the ratio between the amount collected attributable to his efforts and our payments to Intelliteach—this ratio has ranged between 30:1 and 40:1.  We also track receipts attributable to our consultant as a percentage of total fee receipts—generally about 20 percent.  Most importantly, professionalism is a hallmark of Intelliteach consultants.  In nearly 13 years of service here, we have never received a client complaint about a collection call.”

Reid and RiegeDirector of Administration - Reid and Riege, P.C. Hartford, Connecticut

”I have been extremely satisfied with the level of service provided by Intelliteach. I have outsourced other service desk support services in previous companies and the transition to Intelliteach was the smoothest I have experienced. We have been using Intelliteach for years, and they have been very responsive to our requests and suggestions. Our users have commented that this is a great after-hours service, and they are very impressed with the responsiveness and knowledge of the staff. Their professionalism in all aspects of the business has been a true picture of the type of service they provide.”

Faegre BakerDaniels LLP

“Our Firm has been utilizing the services of Intelliteach (fka CMS ) through their St. Louis office since 2008, and it has worked out very well.  We know and trust our collection specialist. He has been working on our account for over 8 years, visits periodically to make in-person contact, and our attorneys and staff have built strong working relationships with him. The management team at Intelliteach has always been responsive and has also assisted our Firm with complicated statistical reporting needs.  The AR management program through Intelliteach is instrumental in assisting our Firm in managing our accounting needs.”

Karen GlowackiFirm Executive Director - Sherin and Lodgen
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