Joe Craven, Chief Information Officer, at Brownstein Hyatt Farber Schreck shares how the firm has made business acceptance more efficient with the ability to process a high volume of new matters and automate engagement letters using Intapp Intake and Conflicts.
ProductsIntapp Conflicts, Intapp Intake
Firm Size / Location150-499
My name is Joe Craven and I’m the Chief Information Officer at the Brownstein Law Firm.
We recently rolled out the new business intake platform along with the conflicts platform, and one of the benefits that we’re seeing is that our legal secretaries and others who help along the process feel better about it.
They feel more empowered to be able to fill out the forms without having to go back and forth, you know, and wasting a lot of precious time in doing so. Another benefit that we’ve seen is the ability to clone our matters, and specifically in our trademark work and other types of work that are kind of repeatable.
You know, if we’re doing 1,000 trademarks for a client, we certainly don’t want to fill out the form 1,000 times. And so being able to clone that kind of work, especially, kind of, in mass sometimes, you know, we’ll bring in a huge trademark portfolio. And, you know, where that process used to take us weeks to open all those matters, we can do in less than a day now.
The kind of immediate benefit that we’re seeing is through our engagement letter integration. So, that’s one more module that we added along with the new MBI process. So we saw almost an immediate benefit in taking the information that the person types into the form and essentially creating, you know, the template at the exact same time so that they have the created engagement letter.
There may be a paragraph where they can modify some text so that it fits the needs for that engagement, but the letter is ready. It’s already on the right letterhead and can be emailed directly to the client so that they can sign off on it. And I’m really looking forward to the next phase when we integrate DocuSign and electronic signatures to make that process even more improved.
Our attorneys are more and more these days, especially our higher-level partners, are traveling at least 50% of the time in many situations and having a mobile platform available for them to be able to make those just-in-time approvals has really helped us out, even just pretty quickly after implementation.
Conflicts, also the act of clearing conflicts from the mobility platform has been a huge improvement for us. Obviously, you have to clear conflicts before you can move forward in the new business process. And, again, with our attorneys out on the road a lot and people just, kind of, generally tethered to their smart devices, that has really been a process improvement for us.
We don’t make these decisions, kind of, in a vacuum. You know, we did an earnest bake-off between Intapp and their competitors, couple of other options in the space, and we felt that Intapp was just the better product. And, what we really saw was an elegance and simplicity to the solution.
At the same time that it allowed us pretty easy access to get to the plumbing underneath everything to make changes when we need to do so. We have a pretty talented development team at Brownstein, and for those gentlemen to be able to get behind the scenes and make changes quickly without needing to contact, you know, a third party or Intapp directly was a real benefit to us.
Having the history with Intapp, being familiar with their product set, all that stuff to help, but we also believe that Intapp was just the better product.