MGMT-6087: Corsair Law Firm Case Study - Client Intake Analysis

This case study examines the ineffective client intake process at Corsair Law Firm, a small independent firm specializing in litigation and family law. The study identifies the core problem as an inefficient accounts receivable method and proposes a '5 Why' process to identify the root causes, involving the lawyer, clerk, and law assistant. It emphasizes the need for timely identification of receivables, separation of receivables based on time and payment status, and a clear credit policy. The case study also highlights the importance of prompt response to client calls and suggests hiring additional staff to address this issue. Ultimately, the project aims to provide Corsair Law Firm with strategies for improving their accounts receivable process and ensuring sustainable growth. Desklib offers similar solved assignments and resources for students.

CASE STUDY OF LAW FIRM
STUDENT NAME
STUDENT ID
COURSE NAME
COURSE ID
UNIVERSITY NAME
DUE DATE

Contents
Introduction.................................................................................................................................................3
Intake Process..............................................................................................................................................3
Intake Process Chart................................................................................................................................4
Problem Statement......................................................................................................................................5
5 Why Process to Identify...........................................................................................................................6
Who is Responsible for Concern.............................................................................................................6
When to identify......................................................................................................................................6
What to identify.......................................................................................................................................6
Why to Identify problems........................................................................................................................7
Where to identify.....................................................................................................................................7
Conclusion...................................................................................................................................................7
References...................................................................................................................................................8

Introduction
The project implies to some of situations that clients of Corsair Law have to face during the
working process. Management of firm identifies that main problem of losses faced by firm is
ineffective client intake process. This project helps to give effective and new client intake
process for the firm. It also gives a response to problems of ineffective processes of accounts
receivables. For solution of this problem, we must identify process of identifying the concerns
relating to specific issue.
Intake Process
Project lifestyle is automatic result of client intake process. In this point, critical knowledge of
client relationship and of the vendor must be taken for further processing. The client or vendor
need to complete information for this process to proceed further (Johnson, 2013).

Intake Process Chart
Time in
Minutes
Chart Symbol Process Description
10 O T I D S Law Clerk must handle basic information from new
clients and need to make a list of such clients. It is
required to identify which one is most important.
1 O T I D S After making the list of basic information, it is
required to send to lawyer for further processing.
120 O T I D S The lawyer may be busy in reviewing other cases.
Maximum time for reviewing must be 2 hours except
in days where lawyer is busy I any case in court.
1 O T I D S Taking view of the case by lawyer and taking review.
4320 O T I D S The maximum time period for replying to client for
their case must be 3 working days.
30 O T I D S Lawyer calls to client and take proper information of
case. It requires to collect information about all
relevant information from client.
5 O T I D S Message of appointment date to clerk for the clients
the lawyer make contact.
1440 O T I D S Maximum of one day gap can be there in contacting

to client.
10 O T I D S After all the above process, clerk need to contact
client and to fix appointments.
2 O T I D S If the client doesn’t come for appointment, the clerk
may put the file into pending files.
120 O T I D S If client comes for appointment, the lawyer must
make meeting with them.
1440 O T I D S Lawyer need to provide instruction for process of that
specific case and price must be clear to the client.
7499 4 3 1 3 1 TOTAL
Problem Statement
The research was conducted for finding problem statement for law firm. The main problem that
comes into inspection was ineffective method of accounts receivables by firm. It needs to
identify the problems and to provide a 5 why process for effective accounts receivable process.
5 Why Process to Identify

This process includes different ways that provide information regarding various reasons which
need to identify for making effective accounts receivables. These concerns are required by
management of law firm to make the effective decisions in firm (Alexander, 2009). It includes
various factors like industry payments, financial problems of customers, clients with default and
like all these issues. The process is necessary due to various reasons. The process of 5Why
includes What, When, Where, Who and Why. These five questions are required to be answer for
identifying problems of Carsair Law.
Who is Responsible for Concern
Corsair law firm has three persons that are lawyer, clerk and law assistance. All of them are
responsible for different works. The problem issue of firm is responsibility of accounts
receivables (Nelson, 2013). Clerk needs to identify issue of receivables from pending receipts.
The problem identification is required to be done by authorized clerk of firm.
When to identify
As we discussed, firm is facing issues that causes loss to firm. The main issue of accounts
receivables need to identify from some past invoices. The firm must identify this issue after some
time. The clerk is responsible to make calls or messages to receivables after due date of their
payments. He must send warning message for payment. The identification is required to imply
after a specific period.
What to identify
Accounts receivable of law firm are suffering from inadequate procedure. In this whole process,
we required to identify the total number of receivables. There is need to separate all receivables
into different parts. The separation may be in the parts of time passed or payments. The law firm
need to maintain adequate system for accounts receivables. Another term need to consider is
credit policy and receivables. They must provide with appropriate time period for payments. The
policy must not allow more than 30 days period for payments. We need to identify the both terms
in identification of receivables of Corsair Law. Policy period may be extended on some

condition by person signing credit period. In the Corsair law firm, lawyer is responsible for
signing any type of documents.
Why to Identify problems
Corsair Law firm is facing problem of loss in current time. The firm is facing loss due to late
replies on phone calls. Some problems are due to lack of prompt response on call. The firm is
required to hire new employees who can reply on time to clients on call. The lawyer of firm is
unable to hire new employees due to lack of funds available (Belverd E. Needles, 2010). The
receivables of firm are required to be covered for sufficient growth of firm. It required to identify
problems of accounts receivable for favorable condition of business.
Where to identify
Law firm has several cases of clients. As discussed above, accounts receivables have inadequate
procedure for covering. The firm is facing difficulties due to this issue. Corsair firm clerk needs
to identify receivables from list made by him for the concern. He is responsible to register
information of all clients and their reference. This information must include address, contact
number and other required information (Trotter, 2014).
Conclusion
Corsair Law Firm needs to identify required issue for making specific growth of firm. The issue
of accounts receivables is required to consider during periodic time periods. The law firm also
needs to hire some employees for prompt call attending. The main conclusion of this project is to
provide appropriate care for problem of receivables identification.

References
Alexander, D. B. (2009). International Financial Reporting and Analysis. New York.
Belverd E. Needles, M. P. (2010). Financial and Managerial Accounting. London: Wiley.
Johnson, C. (2013). The American Lawyer. American Journal , 6-7.
Nelson, R. L. (2013). Partners With Power: The Social Transformation of the Large Law Firm.
Berkeley: University of California Press.
Trotter, M. H. (2014). Profit and the Practice of Law: What's Happened to the Legal Profession.
Athens: University of Georgia Press.