How Legalytics helped Clarion transform risk management and compliance for client onboarding with Intapp Intake and Conflicts
Legal
Intapp Conflicts
Intapp Intake
Based in Leeds, U.K., Clarion is a full-service law firm providing a wide range of legal services to both businesses and individuals. With a team of more than 300 professionals, the firm advises across key areas including banking and finance, corporate, real estate, employment, family, intellectual property, and private wealth.
Client and compliance management at scale
As its client base grew and industry regulations evolved, Clarion — a leading national law firm based in Leeds, U.K. — identified the need to enhance its conflicts management and onboarding processes. Historically, these procedures were largely manual and not integrated with external data sources such as sanctions lists. This approach was vulnerable to inefficiencies and increased the risk of human error.
Clarion recognized the growing complexity of conflict management and the increasing need for a more efficient, accurate, and scalable solution. To modernize its approach, the firm sought a solution that would:
- Automate conflict-checking workflows to reduce manual intervention
- Identify and mitigate potential legal risks with advanced AI-driven insights
- Ensure compliance by maintaining a clear due diligence trail
AI-driven risk management transformation
After evaluating multiple options, Clarion decided to implement Intapp Intake and Conflicts. Together, Intake and Conflicts enhance firmwide efficiency, data integrity, and scalability in client onboarding and risk management by:
- Automating conflict clearance and client onboarding workflows
- Unifying and analyzing client, matter, and relationship data
- Continuously monitoring compliance via AI
- Creating an auditable record of all analyses and decisions
To drive a smooth and effective implementation, Clarion partnered with Legalytics, an Intapp Certified Implementation Partner.
A strategic and collaborative implementation journey
From the very beginning, Legalytics understood that, for a smooth transition, Intapp Intake and Conflicts had to align with Clarion’s unique needs. The company also understood the importance of engaging senior leadership early on to secure top-down support. This helped ensure smooth adoption across the firm and foster a culture of readiness for change.
Legalytics thoroughly mapped Clarion’s existing processes, identifying areas of improvement while ensuring that key stakeholders across the firm were actively involved. The company tailored the software to Clarion’s unique requirements, ensuring seamless integration with existing systems and optimizing workflows.
Legalytics’ methodical approach and technical expertise ensured that every step of the process was executed with precision, while keeping the focus on long-term success rather than just fulfilling commercial agreements. The company also provided comprehensive training sessions, empowering leadership and team members at all levels to make the most of the new platform and its full capabilities.
Enhanced efficiency, accuracy, and scalability
Intapp Intake and Conflicts has helped streamline conflict clearance, minimize the potential for human error, and provide transparency at each stage of Clarion’s onboarding process. This implementation underscores the firm’s commitment to upholding the highest standards of integrity, client service, and commitment to regulatory compliance.