David Weinstein, Financial Systems and Applications/Development Manager, describes how his firm is using Intapp Integrate (formerly Integration Builder) in conjunction with a standardized master data architecture to streamline the implementation of Elite 3E and maintain ongoing integrations between 3E and various other firm systems. Specific projects include:

  • Synchronizing attorney-secretary pairings from HR to 3E
  • Distributing proformas across firm offices
  • Uploading client-matter information into 3E