Drive operational efficiency across your organization
Modernizing professional services delivery means redefining and automating key workflows. Intapp Flow enhances process-creation and optimization through a powerful experience built for practices, business services, and clients.
Speed up communications, approvals, and decisions. Rapidly deploy processes in two weeks or less.
Streamline workflows, eliminate the need for complex and custom coding, and empower IT teams, business services, and practices to rapidly build and automate key processes.
Reduce costs and human error
Use technology to automate back-office processes or pieces of disaggregated engagements to reduce effort and costs. Improve quality and reduce human error.
Connect firm clients to professionals and business services, enabling client reviews, updates, and approvals through external facing processes.
Advanced task management
Enables firms to easily assign and automate tasks management for individual users or groups as part of a workflow or on an ad-hoc basis. Tasks can be managed from the native mobile applications allowing users to be productive on-the-go.
Smart designers reduce complexities
With low coding and no requirement for custom programming, firms can rapidly deploy processes often in two weeks or less. The designers allow for one-click deployment, reducing the complexities around processes deployment.
Collaborate with clients
Flow provides a platform for clients to review, update, and approve information through external-facing processes. Intapp Flow helps share the right level of information in a secure way to keep clients informed and engaged throughout the process lifecycle.
Standardized, repeatable, and auditable processes
Standardize key processes such as Cash Access Management, Trust Disbursements, Invoice Payment etc., as opposed to following a manual ad-hoc approval process. Flow not only helps make these processes repeatable, but with a comprehensive audit trail, firms would have this information readily available in case of an audit.
Rapid deployment and ROI with templates
Rapidly automate and deploy processes with more than 20 out-of-the-box templates. Intapp Marketplace further provides 85+ templates across 17 categories built through the Intapp Partner ecosystem.
Kickstart your workflows with Intapp templates
To help address the process and workflow automation requirements of today’s professional service environments, Intapp Flow offers business-ready templates that accelerate a range of common functions.
- Lateral/staff hire (joiners)
- Temporary (summer) hires
- Lawyer/staff departure (leavers)
- Candidate recruitment
- HR requests
- Accounts payable
- Expenses reimbursement
- Lawyer referral tracking
- PO request
- Transportation request
- Conference room
- Visiting staff provisioning
- Courier request
- Audit letter requests
- Request to trade stock
- Onboarding/user account provisioning
- Account de-provisioning
- Equipment requests
Documents & records
- Workspace creation
- File creation
- File closure
- File retrieval
- Document production
Driving meaningful change with paperless efficiency
Lerner David is a highly respected intellectual-property law firm with offices in the United States and China. Seeking to eliminate its inefficient workflows, the firm adopted Intapp Flow to help streamline the process of paper movement. As a result, processes that once took days or even weeks to accomplish are now completed in mere hours.
Legal technology: better together
Joanna Goodman of The Law Society Gazette interviews BLM and DAC Beachcroft on their collaboration on a groundbreaking project involving full IT integration with their insurance client’s claims management system.
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A fresh approach to workflow and legal practice automation
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