Business acceptance — client and matter lifecycle
Summary
Improve business acceptance systems and processes, strengthen data capture during client onboarding, build integrations and data flows between business acceptance and other critical firm systems, and make the supporting operational changes.
Score breakdown
Category score is the share of that category's criteria answered yes. Contribution is that score times the category weighting.
- Areas of focus0/1×5%0.0
- Clients1/3×10%3.3
- Expansion & global footprint0/3×25%0.0
- Increasing revenue & profitability2/2×25%25.0
- People & culture0/2×10%0.0
- Innovation & service delivery2/2×10%10.0
- Operational infrastructure3/3×15%15.0
Criteria
Areas of focus
- Improves growth in the areas of focus: no
Clients
- Improves client satisfaction scores: yes
- Improves client retention rate: no
- Improves net promoter score: no
Expansion & global footprint
- Supports expansion of regional offices: no
- Supports expansion into new countries: no
- Increases revenue from international markets: no
Increasing revenue & profitability
- Improves fee earner revenue: yes
- Improves utilisation rate: yes
People & culture
- Improves employee engagement scores: no
- Improves staff retention: no
Innovation & service delivery
- Improves efficiency through adoption of legal technology: yes
- Improves processes through automation: yes
Operational infrastructure
- Reduces operational footprint through optimisation and automation: yes
- Allows for risk mitigation: yes
- Aligns with the technology roadmap and future plans: yes
Benefits
Improved operational efficiency; reduced regulatory and reputational risk; improved financial performance; IT cost optimisation; future cloud readiness. Clearer workflows; better user experience; a more current technology stack; cross-team collaboration; audit readiness.
Resources required
Business acceptance subject matter experts; project manager; business and data analysts; IT solution delivery; IT application systems; IT testing; external vendors
Review note
Client benefit added for faster onboarding. This needs to stay aligned to the cloud roadmap, which is a managed cloud move rather than a full re-platform. Worth digging into the finance performance benefits.
Position
53.3
Weighted score out of 100
#8
of 28
Scores 50 or above: on the shortlist for a business case.
Facts
- Sponsor
- Daniel Fairbrother — Head of Business Acceptance
- Sponsor identified
- Yes
- Cost band
- >£500Kmidpoint £750k
- Benefits
- High tangible benefitsscore 3
- Complexity
- Highscore 3
- Strategic alignment
- 48%
- Schedule
- Oct 2026 — Jul 202710 months
- Delivery team
- James Barker