Case study

How Loeb & Loeb transformed new business onboarding with Intapp products

  • Legal
  • Intapp Intake

Loeb & Loeb transitioned from a paper-intensive client onboarding process—requiring extensive manual data entry—to an automated process for new business intake that makes it much faster to onboard new business. Using Intapp Intake, all matters are subjected to the same evaluation criteria, and consistency is enforced across practice areas.