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Omega, the new leader in time, billing and accounting for mid-to-large firms


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Jim Wooldridge, Jr.  

Gain Greater Control of the Matter Intake Process

SCOTTSDALE November 28, 2011—Omega Legal Systems announces the release of Matter Intake, the latest addition to their Omega LegalVX software solution. This new product makes the task of gathering information for prospective new clients and matters easier to manage.

Matter Intake’s electronic, single data entry point gives law firms greater control of the entire intake process. With Matter Intake, new matter information is entered directly into the system through a simplified, yet comprehensive form. The form can then be assigned to other users, conflict searches performed, approval responses tracked, and pending or active matters created–all within Matter Intake, reducing the number of the errors and time delays that can be common with paper-based systems.

Matter Intake provides several ways to keep users informed of both the current status and history of matter intake forms. Matter Intake’s forms lookup acts as the command control center, where firms can see every intake form in the system, what part of the process it’s in, who it’s currently assigned to, and how long it resides at each stage. The history log provides an audit trail for each form, displaying which tasks have been completed and by whom, with a time and date stamp of when the task transpired.

Because some firms process matter intake differently, Matter Intake is adaptable to meet a firm’s individual requirements. Matter Intake’s extensibility lets custom enhancements be easily integrated into the product, such as adding firm-specific rules for creating an active matter.

“Matter Intake is our latest product in Omega’s series of workflow solutions,” said Don Gall, President and Founder of Omega Legal Systems, Inc. “Omega’s clients will benefit greatly from Matter Intake’s streamlined workflow.”

About Omega Legal Systems, Inc.:
Omega is a privately held Phoenix-based company that provides mid-to-large size law firms an integrated financial and practice management software suite that sets the standard for return on investment, system performance and service. Since 1975, Omega has been solving critical business issues for law firms, improving their profitability, productivity and efficiency. For more information, visit or call 1.800.356.1339.



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