Open Features

Intapp Open is a web-based software application specifically designed to streamline and automate complex business processes, including the entire new business acceptance lifecycle. It replaces "build it yourself" workflow and cumbersome business process management platforms with a system specifically designed to make client matter inception easy for administrators to configure, easy for lawyers and staff to execute, and easy for risk and management stakeholders to track and oversee.

Delivering fresh innovation to the way organizations evaluate clients and take on new matters, Intapp Open provides unique capabilities and resources that leverage the extensive experience of all of Intapp's practice groups:

  • Risk Practice Insight – Significant understanding of the operational issues and priorities facing risk teams, industry trends driving the need for more agile intake, and specific features, templates and guidelines critical to modernizing new business inception.

  • Revenue Practice Insight – Extensive experience providing a consumer-grade user experience specifically geared to lawyers and deep understanding of how to leverage information and insight across people, process and systems to drive financial performance and profitability.

  • Integration Practice Insight – Unmatched application integration and data management expertise, broad experience interfacing with all leading law firm software systems, and information management the streamline user workflow and architecture practices that address common IT challenges


Intapp Open – Innovation that Spans the Entire Intake Lifecycle

Intapp Open provides an intuitive interface designed for non-technical risk stakeholders or IT staff to quickly and easily create, control, manage and report on processes:

  • open design
    Define processes and create forms using an easy-to-use, web-based, graphical interface.

    Leverage included templates, which can be easily configured to meet specific firm needs. And, for business intake projects, draw on an extensive library of intake questions built leveraging the practices, standards and insights developed by industry peers and risk management experts.
  • open execute
    Provide lawyers and staff with an experience they’ll finally love (rather than love to bypass).

    A consumer grade experience puts the right, actionable information in front of the right people, at the right time. Intapp Open offers users role-specific views, unified dashboards, consolidated to-do lists, mobile access, integrated collaboration tools and more.
  • open manage

    Track process execution to ensure that policies and procedures are being properly performed, leveraging a sophisticated business rules engine combined with intelligent notifications, alerts and audit trails.

    Preserve a record of completed activity for analysis, insight and compliance tracking.
  • open change

    Easily modify defined processes, leveraging change management functionality including integrated configuration management (develop-test-production architecture).

    Because the business landscape changes rapidly – new matter intake and other internal business processes need to be able to do the same.

The Intapp Open Advantage

Intapp Open enables the creation of workflows that feel like consumer-grade applications. It doesn’t require firms to wrestle with development tools like Visual Studio and Windows Workflow, or write a single line of custom code. It doesn’t complicate process design and management by requiring the use of Visio, SharePoint or other third-party tools or plug-ins. And it doesn’t rely on a vendor services model that backs promises of “templates” and “ease of use” with a consulting team eager to design, build and bill for custom development and change orders (both during initial implementation and throughout the life of the project).

Firms that choose Intapp Open for business acceptance find themselves best positioned to quickly evaluate new clients, respond to client RFPs, clear conflicts and win new business. The software also streamlines review and acceptance of new matters for existing clients, a significant portion of any firm's business inception activity. And by adopting the Open platform, firms can easily create and manage additional workflows to manage a variety of additional projects and tasks.