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Solution

Intapp Intake | New business intake

Accelerate new business intake using configurable questionnaires to gather the information you need to make informed, risk-assessed decisions in a centralized and accessible location. Use natively embedded third-party data content to ensure you review the most up-to-date information on your potential client.

Explore New business intake

Blog Post

Why U.S. law firms should voluntarily implement anti-money laundering processes

For U.S. law firms, implementing anti-money laundering (AML) and Know Your Client (KYC) processes provides several benefits, helps you avoid significant risks, and is easy to carry out with the right technology.

  • Legal
  • Intapp Intake
Solution

Conflicts of interest management

Centrally identify, review, resolve, and manage conflicts of interest to protect your firm’s reputation and build trust among clients.

Explore Conflicts of interest management

Blog Post

Intapp Conflicts: Raising the industry standard for conflicts clearance

Already popular among legal professionals, Intapp Conflicts — the only legal conflicts solution with AI-assisted clearance — released an improved user interface that further reduces the time needed to check and clear conflicts.

  • Legal
  • Intapp Conflicts
Client Story

How Zelle successfully migrated to the cloud with Intapp

When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.

  • Legal
  • Intapp Conflicts
  • Intapp Intake
Client Story

Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the accompanying ongoing expenses surrounding software maintenance and patching resulted in unnecessary operational complexity and cost. The firm’s move from on-premises capital expenditures to cloud-based deployment with Intapp provides the ability to budget proactively and avoid unpredictable expenses. “Now there are no surprises lurking behind the curtain,” Lockhart said. “We’re always working with the latest version of everything, and have a very good feel for what our software actually costs. Lawyers now enjoy the value of an end to-end workflow. They have faster, mobile, and morecomplete access to critical information, which in turn helps drive more favorable outcomes”.

  • Legal
  • Intapp Conflicts
  • Intapp Intake
Solution

Intapp Intake | New business intake

Accelerate new business intake using configurable questionnaires to gather the information you need to make informed, risk-assessed decisions in a centralized and accessible location. Use natively embedded third-party data content to ensure you review the most up-to-date information on your potential client.
Explore New business intake
  • Legal
  • Intapp Intake
Blog Post

Why U.S. law firms should voluntarily implement anti-money laundering processes

For U.S. law firms, implementing anti-money laundering (AML) and Know Your Client (KYC) processes provides several benefits, helps you avoid significant risks, and is easy to carry out with the right technology.
Explore Why U.S. law firms should voluntarily implement anti-money laundering processes
  • Legal
  • Intapp Intake
Solution

Conflicts of interest management

Centrally identify, review, resolve, and manage conflicts of interest to protect your firm’s reputation and build trust among clients.
Explore Conflicts of interest management
  • Legal
  • Intapp Conflicts
Blog Post

Intapp Conflicts: Raising the industry standard for conflicts clearance

Already popular among legal professionals, Intapp Conflicts — the only legal conflicts solution with AI-assisted clearance — released an improved user interface that further reduces the time needed to check and clear conflicts.
Explore Intapp Conflicts: Raising the industry standard for conflicts clearance
  • Legal
  • Intapp Conflicts
Client Story

How Zelle successfully migrated to the cloud with Intapp

When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.
Explore How Zelle successfully migrated to the cloud with Intapp
  • Legal
  • Intapp Conflicts
  • Intapp Intake
Client Story

Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the accompanying ongoing expenses surrounding software maintenance and patching resulted in unnecessary operational complexity and cost. The firm’s move from on-premises capital expenditures to cloud-based deployment with Intapp provides the ability to budget proactively and avoid unpredictable expenses. “Now there are no surprises lurking behind the curtain,” Lockhart said. “We’re always working with the latest version of everything, and have a very good feel for what our software actually costs. Lawyers now enjoy the value of an end to-end workflow. They have faster, mobile, and morecomplete access to critical information, which in turn helps drive more favorable outcomes”.
Explore How Baker Botts prioritizes security and agility using Intapp products
  • Legal
  • Intapp Conflicts
  • Intapp Intake

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