Recorded Demonstrations & Webinars

In this presentation, Mark Manoukian, IT Director, Kegler Brown, describes how his firm is using IntApp Integration Builder to integrate cloud-based software with on premise applications and business processes. In this case, his firm is seamlessly integrating NetDocuments with local software. He will demonstrate how Integration Builder has enabled him to simplify and expedite the synchronization of data to and from the cloud.

In this presentation, Avi Solomon, IT Director, Becker & Poliakoff, describes how his firm is using Integration Builder to streamline various business processes, resulting in a dramatic productivity boosts for IT, firm management and lawyers. In the five years Becker has been using our technology, they have executed hundreds of integration projects, addressing a variety of challenges including:

• Blackberry device monitoring
• Cross-system matter reassignment
• Report generation dashboards
• Automated user disabling processes
• Server/system usage management
• Real-time data clean-up

CRM system implementations come with a host of unique challenges. Frequently, system adoption is low and data quality is poor. In this webinar, Rafael Zenteno, Solutions Consultant at IntApp, describes how Integration Builder can be used to automate data management processes and the timeliness of information presented to attorneys.

Neal Vora, Head of IntApp's Integration Practice, describes how firms are leveraging Integration Builder to bring the cloud back down to the ground. By seamlessly integrating data from cloud-based applications such as NetDocuments, Workday and Chrome River, firms are reaping all the benefits of the cloud without removing all of the flexibility of on-premise applications.

In this presentation, Lance Rea, CIO, and Venus Mullen, Application Specialist, at Davis & Gilbert describe how their 115-lawyer firm uses Integration Builder to achieve significant operational benefits. The firm uses the software to automate numerous processes that allow the firm to run more efficiently and reduce costs. Specific projects include:

• Automating new business intake
• Providing improved backup and monitoring services of attorney systems
• Streamlining financial processes such as e-billing and notifications

This session features a presentation by David Weinstein, Financial Systems and Applications/Development Manager at Cooley LLP. David describes how his firm is using Integration Builder in conjunction with a standardized master data architecture to streamline the implementation of Elite 3E and maintain ongoing integrations between 3E and various other firm systems. Specific projects include:

• Synchronizing attorney-secretary pairings from HR to 3E
• Distributing proformas across firm offices
• Uploading client-matter information into 3E

In this session, Martin Boulay, Director, IT Development at Ogilvy Renault, describes how his firm is using Integration Builder to streamline and automate new business intake. With Integration Builder, matters are propagated from the IP management and financial systems to multiple document management libraries in real time, which has reaped significant benefits for the firm, including:

• Superior data quality
• Minimized development costs
• Improved logging and error handling

This session features a presentation by the IT team at DWF LLP, a leading, full service law firm based in London. Sam Charman, IT Development Manager, and Tim Bowden, Application Developer, discuss how their firm is using Integration Builder to:

• Respond to Legal Services Act requirements
• Tightly integrate systems such as Elite 3E, LexisNexis Visualfiles and Microsoft SharePoint
• Automate business processes such as client matter inception and joiners/leavers while reducing bespoke development

Nearly all firms are using SharePoint for various uses including extranets, intranets, attorney "MySite"s, practice group sites, department sites and workflow front-ends. Because SharePoint sites are often the way staff and clients view information, it is critical that these sites maintain accurate information. Neal Vora, Head of the Integration Practice Group at IntApp, discusses how Integration Builder can help firms get the most out of SharePoint. He is joined by Chris Kave, Principal at Aurora North Software, who reviews specific use cases around Integration Builder and SharePoint.

This webinar explores how IntApp can help firms make the move to Elite 3E seamlessly and painlessly. Neal Vora, Head of the Integration Practice Group at IntApp, explains the basics of how Integration Builder makes application upgrades and migrations easier and the benefits firms can see from having an integration platform in place. He is joined by Peter Buck and Nathan Bowie from Hildebrandt Baker Robbins who discuss the challenges associated with migrating to Elite 3E.

Implementing workflow technology to automate business processes is a significant undertaking for any law firm. These projects frequently pose a number of difficult challenges for firm IT and business stakeholders including process design, workflow implementation and data integration. In this presentation, Aarti Peshkar, Application Systems Analyst at Morrison Foerster describes how the firm is using IntApp and Metastorm together to streamline business processes and data management.

Lisa Mayo, Director of IT Business Architecture at Ballard Spahr, discusses her firm's experience migrating to Elite 3E and how they are using IntApp's Integration Builder to quickly integrate the system into their existing environment.

She is joined by Dave Roth, Principal at oneFG Consulting, who brings his expertise in Elite 3E and Jerry Askew, Principal Consultant at Askew Network Solutions and certified IntApp services provider. They discuss how they worked with Ballard Spahr to address their Elite 3E migration and integration goals.

Jeff Sabado, Applications Development Manager at K&L Gates LLP reviews how the firm is using IntApp's Integration Builder in conjunction with a standardized master data architecture to deliver significant benefit to the firm. He discusses the specific problems that drove the firm's data architecture initiative and explains how they built their master data directory. The webinar also features a demonstration of the firm's data directory.

Workflows and automation are a significant undertaking for any law firm. With a variety of options from technologies to processes, firms can face difficult and overwhelming decisions. In this webinar, Warren Knowles, Senior Product Manager at IntApp, will discuss some of the things to consider as you make your decisions around workflow and automation. In this presentation he will:

• Review the most common use cases for automation technologies and their relative impact on firm operations and end users
• Discuss the important issues to consider when evaluating processes for automation and making technology selection decisions

Matt Carr, IT Director at Woodcock Washburn and Chris Kave, Principal of Aurora North Software review how the firm is using IntApp's Integration Builder in conjunction with Microsoft SharePoint and a standardized master data architecture to deliver significant benefit to their firm through innovative approaches to:

• New Matter Intake
• Maintaining a Work Portal
• Creating a Client Extranet

Mark Raabe, Director of Application Services at Faegre & Benson LLP, talks about his firm's experience building a master data directory (MDD). The MDD serves as a data hub that eliminates the complexity of data management. It ensures that data across applications is consistent and standardized. Additional benefits include:

• Better data quality and accuracy
• Streamlined application integration and business processes
• Easier application upgrades/elimination of vendor lock-in

Ramin Pakravan, Manager of Information Technology Systems Design, Engineering, and Development at Manatt, Phelps & Phillips, LLP, talks about his firm's decision to virtualize and the process of virtualizing IntApp. He describes several benefits of running IntApp software in a virtual environment including:

• Simplified software management and maintenance
• Easier resource allocation
• Reduced power and cooling needs

In this presentation Karen Tausher, Applications Manager at Davis Wright Tremaine LLP, talks about her experience using IntApp's attorney provisioning solution to reduce inefficiencies in her firm. Karen also discusses several other projects they are using IntApp for, such as:

• New Business Intake
• Event-driven Notifications
• Matter Updates

IntApp COO, Don Coleman, provides a high level overview of IntApp Integration Builder, exploring how the technology helps law firms address several common challenges including:

• New Business Intake
• New Personnel Intake
• Mailing List Management
• Application Upgrades
• Integrating Legacy Applications

Justin Graham manages application development and practice systems at Reed Smith, a global, top 15 law firm with 1600 attorneys. In this video, he describes how his firm uses IntApp to integrate the firm's applications and business processes. Use cases described include:

• Identify Management
• Application Migration and Upgrades
• Email Distribution List Management
• Client Matter Data Management

Loeb & Loeb runs several IntApp products in a virtualized environment. In this video, Adam Klein, Senior Database Engineer, explains why the firm went virtual and what their experience has been like.

Avi Solomon, Director of IT at Becker & Poliakoff describes how his firm is using Integration Builder, or, as he calls it: "the magic box." Use cases detailed include:

• Data Entry and Synchronization
• Reporting
• Event-Driven Email Alerts and Notifications
• Application Availability "Health Checks"
• Abnormal Document Activity Monitoring

Maureen Durack, Director of MIS at Vedder Price discusses how her firm is using IntApp for several projects including:

• New business intake
• Event-driven reporting
• Abnormal activity monitoring
• Risk management

This presentation hosted by Day O'Day, Director of Practice Management Products for Thomson Elite, discusses Thomson Elite's newly-announced partnership with IntApp and explores how Elite/IntApp customers can enhance staff efficiency and attorney productivity by using IntApp to:

• Automate data dissemination from Elite to other systems including frequent matter lists
• Streamline cost and time data imports into Elite
• Extend workflow
• Ease application upgrades

This session features a presentation by DLA's CIO, Don Jaycox, who discusses how his firm is using IntApp to support firm growth by streamlining complex business processes (in support of firm merger activity and beyond). Specific projects discussed include:

• Defining process automation strategy
• Implementing and managing ethical walls
• Streamlining new business intake
• Mailing list management

In this presentation, the applications development manager at Cummings describes how the firm has streamlined its data and risk management processes and automated key business processes by using IntApp to:

• Communicate client/matter updates between accounting, records management and document management systems
• Send critical email notifications to billing managers
• Synchronize postal automation and CRM systems
• Streamline their employee review process

In this presentation, Hogan & Hartson's CIO describes how his firm is using IntApp and Metastorm together to streamline business processes and data management, exploring scenarios including:

• Streamlining new business intake
• Automating business development reporting

Cozen O'Connor deployed IntApp to link key applications and automate several manual, inefficient business processes. Its IntApp projects include:

• Automating new user provisioning
• Streamlining disaster recovery processes
• Managing real-time Ethical Walls

Fenwick and West leverages IntApp to extend its IT capability, enabling broad data sharing across its application portfolio. Fenwick is using IntApp to:

• Push data to key applications from its central HR database
• Automate the creation of new user accounts
• Propagate client / matter updates to relevant systems in real time
• Streamline marketing activities by consolidating pertinent information from a number of systems