How Sandberg Phoenix improved efficiency and client service with Intapp Conflicts and Intapp Intake
Sandberg Phoenix provides superior legal services to clients of every size throughout the Midwest and across the country. Consistently rated as one of the top law firms in St. Louis, Missouri, the firm represents clients in a broad range of industries, including transportation, finance, and construction. The firm’s professionals are obsessed with client satisfaction and use creative legal thinking to solve complex business and personal challenges.
Manual processes hindered scalability
Sandberg Phoenix, a full-service law firm, faced challenges with its manual file-opening processes during a period of rapid growth. The accounting department had been handling intake manually, but the process was time-consuming and error-prone, making it difficult to scale and meet increased demand. The firm needed a dedicated intake department and a more sophisticated system to accommodate its expansion.
With Intapp, we can focus on delivering high-quality service while confidently managing risk exposure.
ASHLEY POSS, CLIENT INTAKE MANAGER, SANDBERG PHOENIX
Transformation at work
Challenge 1: Efficiency
How we helped: Faster, easier intake processes
Sandberg Phoenix can now open triple the number of matters it used to handle. With its fast new digital process, firm professionals have more time to concentrate on quality and client service — while the software handles the volume. The firm has also significantly reduced errors.
Challenge 2: Data management
How we helped: Connected risk and financial data
Firm members can now make better-informed decisions using connected risk and financial data and deeper insights.
Challenge 3: User experience
How we helped: Automated workflows
Partners and staff complete tasks more efficiently thanks to their new intuitive interface and automated workflows. Building on their initial wins, the firm has also implemented new workflows, including supplemental conflict checks, matter reopening, and structured closing. The firm also generates daily conflict reports and maintains an internal “black book” of conflicts.
Challenge 4: Regulatory compliance
How we helped: Documentation for compliance and regulatory inspections
Targeted questions and workflows help the firm ensure compliance with professional requirements. With the ability to view workflow status, firm members can also easily confirm that necessary approvals are complete. Intapp solutions provide a clear audit trail of approvals and changes in the process, as well as clear documentation for compliance and regulatory inspections.
Challenge 5: Client service
How we helped: Faster conflict checks
With faster conflict checks, Sandberg Phoenix can respond to clients more quickly and begin work sooner. Improved accuracy in matter opening and billing enhances client service, ensuring timely and reliable legal support.
Executive Summary
Challenges
Manual processes hindered scalability
Sandberg Phoenix, a full-service law firm, faced challenges with its manual file-opening processes during a period of rapid growth. The accounting department had been handling intake manually, but the process was time-consuming and error-prone, making it difficult to scale and meet increased demand. The firm needed a dedicated intake department and a more sophisticated system to accommodate its expansion.
Results
Boosting productivity and growth
Since implementing Intapp Conflicts and Intapp Intake, Sandberg Phoenix has achieved significant improvements in its growth and productivity. The firm is now opening three times more matters, with significantly reduced errors. This scalability is more effectively supporting the firm’s growth strategies.
Solution
Improving intake with a more sophisticated system
Sandberg Phoenix implemented Intapp Conflicts and Intapp Intake to streamline its intake processes. These solutions minimize human error; enable consistent, efficient processes; and offer robust tracking capabilities for all matter intake and conflict reviews. As a result, the firm’s professionals can more confidently manage risk exposure while using saved time to deliver high-quality service.