Extend your Intapp Solution

Integrating with MS Exchange, this module uses Intapp Flow to review existing meetings, place a meeting link in the body of each meeting. The Meeting Notes Module link provides an area to capture and share notes and set up next-steps task assignments resulting from the meeting.

Project scope and timeline contingent on specific customer requirements.

Department action request using Intapp Flow to manage the request forms, department queues, and reports for pending and completed requests.

Project scope and timeline contingent on specific customer requirements.

A version of a check request process used to request checks for filing fees that usually require manual checks and quick turnaround.

Typical four-week program, inclusive of installation, configuration, testing, and production rollout.

Integrated with exchange management of conference rooms beyond meeting booking, this workflow extends task assignment to staff for tasks related to the needs of the conference room such as audio video testing, coffee or water setup, post meeting cleanup, and supply and maintenance.

Project scope and timeline contingent on specific customer requirements.

There may be many notifications triggered during a workflow process. Sometimes it can be difficult to keep track of whether a notification was sent or not. The solution is designed to collate all the notifications sent for a particular request and create a folder in exchange and re-file the emails.

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings.

Intapp Flow components provided

•  Intapp Integrate rules
• Documentation: Technical overview summary document—no client specific documentation is provided
• Ongoing Support: provided on a time and materials basis

Easily request a conference room booking that will accommodate your size gathering and audiovisual needs. View available rooms and room amenities at a glance.

Project scope and timeline contingent on specific customer requirements.

Department action request using Intapp Flow to manage the request forms, department queues, and reports for pending and completed requests.

Project scope and timeline contingent on specific customer requirements.

Using the integrated capabilities of Intapp Flow, leverage trigger-based workflows with approval for setup and propogation of new users through existing firm systems and infrastructure.

Project scope and timeline contingent on specific customer requirements.

Provisioning new users entering the firm requires coordination among a number of different groups. This provisioning process is built to quickly provide value to your firm without extensive development time for creating integrations with your systems’ back-end databases. Simply configure the notifications required for the type of hire (i.e., Partner, Associate, Staff) and when a new user is brought on, automatic notice will be distributed to those affected departments such as Conflicts, IT, Recruiting, Facilities, etc. Your customized notifications will direct these recipients as to what tasks must be taken, and acknowledgement of completion will be maintained in a centralized request.

Project scope and timeline contingent on specific customer requirements.

Solution for processing user departures with integration to most HRIS systems. The solution supports departure accommodations such as extended access to email, temporary email forwarding, etc. The solution also handles changes to departure dates and rescinded terminations (changes made post-termination are processed as a re-hire).

This solution is intended as an add-on to the User Provisioning/Joiners solution. Full user lifecycle management is available including name changes, office relocation, group self-service and termination.

Askew Network Solution’s user management solutions have processed several thousand user departures in law firms worldwide. Let our expertise work for you.

HRIS Systems include Workday, PeopleSoft, HR Pro, ADP, and Ceridian

Deprovisioning to systems including Active Directory, Exchange, Cisco CCM, Elite 3E, Elite Enterprise, Intapp Walls, Intapp Time, DTE, iManage, DOCS, LegalKey, ARM, Docs Open, etc.

• Timelines vary significantly based on project scope
• Basic Provisioning—one week
• Full-fledged Provisioning—managed via phases lasting four to six weeks

Train Track! allows trainers to notify groups of scheduled and required training events. Multiple class options can be provided, allowing attendees to sign up for specific time slots. Users can track attendance for informational purposes or internal firm credit, update attendance preferences, and gain access to training content like quick reference guides, on-demand videos, and full user guides.

Project scope and timeline contingent on specific customer requirements.

Customize this workflow to contain your specific performance review categories, including free text entry, standard classifications (i.e., meets expectations, exceeds expectations, etc.), or numeric ratings. The workflow can be configured to require review by HR or supervisors and even provide access to the reviewed employee when appropriate. Enforce deadlines and time-frame constraints, such as required review or remediation within X months of an event or past review.

Project scope and timeline contingent on specific customer requirements.

Department action request using Intapp Flow to manage the request forms, department queues, and reports for pending and completed requests.

Project scope and timeline contingent on specific customer requirements.

Generating request forms, tracking, reporting of various internal action items (e.g., office space, IT setup, business cards).

• Notifications of designated parties in the workflow, workflow transparency per step, completion checklists, reporting metrics with individual steps, department summaries, total cycle time
• Optional connections to Recruiting and/or HRIS systems
• Development time varies based on complexity and availability of source data

The departure of an employee requires coordination of effort around technology tasks, human resources, and sometimes an individual practice group. This workflow can be configured to provide notifications based on the role of the departing lawyer and the nature of their exit from the firm. Short-range tasks such as removal from the firm website, scheduling of exit interviews, and decommissioning their email account can be kicked off in concert with more long-term initiatives that may be required such as career counseling, follow-up with lawyers who have transitioned to in-house counsel, and review of nontransferrable email collections. A centralized request will manage the status of each of these tasks and their expected completion dates.

Project scope and timeline contingent on specific customer requirements.

Solution for handling user lifecycle events other than joining and leaving. This is for “everything in between.” The solution supports user name changes, conversion from contract to regular employees (and vice-versa), Distribution Group Membership (mandatory and request based groups), Transfer to another office, etc. Integration is available to most HRIS systems.

This solution is intended as an add-on to the User Provisioning/Joiners solution.

Askew Network Solution’s user management solutions have 100,000+ changes in law firms worldwide. Let our expertise work for you.

HRIS Systems include Workday, PeopleSoft, HR Pro, ADP, Ceridian

Deprovisioning to systems including Active Directory, Exchange, Cisco CCM, Elite 3E, Elite Enterprise, Intapp Walls, Intapp Time, DTE, iManage, DOCS, LegalKey, ARM, Docs Open, etc.

• Timelines vary significantly based on project scope
• Basic Provisioning—one week
• Full-fledged Provisioning—managed via phases lasting four to six weeks each

The departure of an employee requires coordination of effort around technology tasks, human resources, and sometimes an individual practice group. This workflow can be configured to provide notifications based on the role of the departing lawyer, and the nature of their exit from the firm. Short range tasks such as removal from the firm website, scheduling of exit interviews, and decommissioning their email account can be kicked off in concert with more long-term initiatives that may be required such as career counseling, follow-up with lawyers who have transitioned to in-house counsel, and review of nontransferable email collections. A centralized request will manage the status of each of these tasks and their expected completion dates.

Project scope and timeline contingent on specific customer requirements.

Request assistance in booking travel accommodations. Include preference for flights or specific flight numbers/times, whether hotel stay is required, relevant billing information, and request destination food and entertainment recommendations. The travel support request can include notice to other employees for informational purposes or for coordination of travel plans.

Project scope and timeline contingent on specific customer requirements.

Solution for managing the uploading of hard costs to the firm’s accounting system. Do away with arcane command lines and waiting for timed loads. This solution uploads vouchers on demand and creates a record of the upload and the status returned from the accounting system. In many cases, the solution can retrieve the cost file from the vendor and start the workflow automatically, eliminating or at least minimizing staff time.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial Systems include Elite 3E, Elite Enterprise, and Aderant. Other systems can be accommodated in most cases.

Cost sources include: Chrome River, Lexis, Westlaw, FedEx, UPS, and many others.

• Timelines vary significantly based on project scope
• Basic Integration—one week
• Comprehensive voucher load management—managed via phases lasting four to six weeks

Draft bills typically require review and updates before distribution to clients. This simple workflow allows for routing of proformas for review, providing reminders and insight into deadlines utilizing email notifications and the Intapp Flow dashboard. Simply route an editable attachment, allowing responsible participants to request input, complete, and respond in a completely paperless format.

Project scope and timeline contingent on specific customer requirements.

Solution for managing the uploading of General Journal entries to the firm’s accounting system. Do away with arcane command lines and waiting for timed loads. This solution uploads entries on demand and creates a record of the upload and the status returned from the accounting system.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial systems include Elite 3E and Elite Enterprise. Other systems can be accommodated in most cases.

• Timelines vary significantly based on project scope
• Basic Integration—one week
• Comprehensive general journal load management—managed via phases lasting four to six weeks each

Solution for managing the uploading of soft costs to the firm’s accounting system. Do away with arcane command lines and waiting for timed loads. This solution uploads costs on demand and creates a record of the upload and the status returned from the accounting system. In many cases, the solution can retrieve the cost file from the vendor and start the workflow automatically, eliminating or at least minimizing staff time.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial Systems include Elite 3E, Elite Enterprise, and Aderant. Other systems can be accommodated in most cases.

Cost sources include: Equitrac, Copitrak, NQueue, and many other sources.

• Timelines vary significantly based on project scope
• Basic Integration—one week
• Comprehensive cost load management—managed via phases lasting four to six weeks

This workflow, which can be initiated by fee earners or secretaries, alerts the Finance team when money is due to appear in the client account for a particular matter.

The workflow design assumes that:

• Finance teams will use the Practice Management System to undertake actions
• The Finance team is in three groups (Billing, Client Monies, Accounts Receivable)

Suitable for: Elite Enterprise and Aderant Expert

Requirements: Flow v3.1+, Elite Enterprise Web Services, Aderant Expert Web

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings—typically this should take no more than a day.

Intapp Flow components provided:

• One Intapp Workflow
• One Intapp Form
• Three notification templates (notification to Billing, Initiator, Accounts Receivable)

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: provided on a Time and Materials basis

In this workflow, the user enters a client number, and depending on access right, the balance on the client account will be displayed. On submission this initiates a request to finance team to issue a check/cheque for the balance on the client account.

The workflow design assumes that:

• Current balances are all stored within the Practice Management System
• Finance teams will use the Practice Management System to undertake actions

Suitable for: Elite Enterprise, Elite 3E, and Aderant Expert

Requirements: Flow v3.1+, Elite Enterprise Web Services, Aderant Expert Web

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings.

Intapp Flow components provided:

• One Intapp Workflow
• One Intapp Form
• One notification template (notification to Finance team)

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: Provided on a Time and Materials basis

Solution for managing the uploading of bank statements to the firm’s accounting system for reconciliation. Do away with arcane command lines and waiting for timed loads. This solution uploads statements on demand and creates a record of the upload and the status returned from the accounting system. If supported by the bank, the solution can retrieve the statement from the bank and start the workflow automatically, eliminating or at least minimizing staff time.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial Systems include Elite 3E and Elite Enterprise. Other systems can be accommodated in most cases.

• Timelines vary significantly based on project scope
• Basic Integration—one week
• Comprehensive Bank Statement Load Management—managed via phases lasting four to six weeks each

Solution for managing requests for disbursements from trust accounts. The solution can provide matter trust balances at the time a disbursement is requested to help guide requestors to the correct matter and trust account. Approval processes can be customized according to the firm’s needs.

Askew Network Solution’s financial solutions have been assisting law firms worldwide for over 10 years. Let our expertise work for you.

Financial Systems include Elite 3E and Elite Enterprise. Other systems can be accommodated in most cases.

• Timelines vary significantly based on project scope
• Basic Integration—one week
• Comprehensive trust disbursement request management—managed via phases lasting four to six weeks

This process allows finance administrators to select a list of matters for a partner. This populates a grid on the form where the finance administrators can choose which matters they would like to close.

On submission, sub-requests are triggered, which closes the matters on the PMS.

Suitable for: Elite Enterprise, Elite 3E, and Aderant Expert

Requirements: Flow v3.1+, Elite Enterprise Web Services, Aderant Expert Web

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings.

Intapp Flow components provided:

• One Intapp Workflow
• One Intapp Form
• Four Intapp Integrations
• One Intapp Integrate rules (close matters)

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: provided on a Time and Materials basis

Approval process for engagements that apply exception negotiated timekeeper rates (from standard). When selecting working timekeeper, process will pull existing standard rate structure for reference and allow the requested rates to be entered for review. Integration with Elite Enterprise, Elite 3E, and Aderant Expert included.

Typical eight-week program, inclusive of installation, configuration, testing, and production rollout.

Generating request form to initiate BD opportunity tracking, reporting of BD opportunities (e.g., type of opportunity, scope of work, estimated value, probability, originator/credit, deadline, practice group, pitch team).

• Notifications of designated parties in the workflow, workflow transparency per step, completion checklists, reporting metrics (e.g., timing of steps, practice group statistics, win/loss rates)
• Optional connections to Document Management System, Conflicts, Business Intake, CRM, and/or Financial systems
• Development time varies based on complexity and availability of source data

Coordinating resources to respond to an RFP or RFI can be a difficult process to manage. Oversight from senior lawyers, marketing/business development support, and office services tasks may all have to be requested within short order. This workflow process allows a lawyer or administrative resource to alert the firm to an incoming RFP, coordinate conflicts searches, responding resources, and other downstream steps.

Project scope and timeline contingent on specific customer requirements.

Lawyers are tasked with marketing their skills and expertise every day. A quick update to website bios can help to win prospective clients and keep content fresh. This workflow allows a lawyer or assistant to call up their existing bio and propose edits. The workflow allows for a centralized resource to review, standardize, and approve the updates before they are posted on the web.

Project scope and timeline contingent on specific customer requirements.

Ability to send a request through for approval for purchasing equipment, software, licenses, etc.

Integration with Elite Enterprise, Elite 3E, and Aderant Expert included.

Typical six-week program, inclusive of installation, configuration, testing, and production rollout.

Approval process for purchases requiring a new vendor not in the current approved vendor list. Process also includes duplicate checking.

May be incorporated as a sub process in conjunction with a check request process or purchase request process. Integration with Elite Enterprise, Elite 3E, and Aderant Expert included.

Typical 4-6 week program, inclusive of installation, configuration, testing, and production rollout.

Automatically import documents from SQL Server Reporting Services, Marketing/CRM, or Practice Management into NetDocuments workspace or ShareSpace.

This solution can be used for collecting documents available via a web service (such as SSRS reports) and uploading the document to NetDocuments.

Connect to a web service source system, run a report, and have it automatically uploaded into NetDocuments with these options:

• Add the file to a Client, Matter, or User workspace
• Add the file to user home pages
• Drop the file into a ShareSpace so the client gets instant access
• Remove old reports (or make them old versions) so the latest report is always accessible at the same location
• Initiate an Intapp Flow request for client manager to review before publishing

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

This set of Intapp Integrate rules and Intapp Flow forms allows firms to manage the Home Page and Favorite Workspaces for users automatically.

The NetDocuments Home Page and Favorite Workspaces are two of the most popular features of the system. It allows users to get quick access to documents that they use regularly. This solution allows firms to add to or remove from these lists. It can be used to make the user’s experience richer or to ensure that critical content is placed in front of the user automatically.

This set of forms and rules has these capabilities:

• Add document to selected groups home page
• Add workspace to selected groups home page and favorite matters
• Copy one users home page links to another user’s home page

An advanced modification of this solution can be used to automatically add matter workspaces to user’s Favorites based on their activity in the practice management system. For example, having recorded time against a particular matter could have that matter appear in Favorites.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Improve the way that Client/Matter profile attributes and workspaces are created by using Intapp Integrate and Intapp Flow to wrap business logic around the process.

The Client/Matter profile field attributes are the most important ones in your NetDocuments implementation. The free tools available from NetDocs are great, but sometimes you need just a little more control over the profile field creation process.

This solution can be used to manage Client/Matter data and provide regular reporting.

• Upload Client/Matter data from practice management with full audit and/or authorization in a workflow request
• Manage renames and key changes (where Client Number changes, for instance) either automatically or via an Intapp Flow Request, where users can choose whether to reprofile documents from old to new on a case-by-case basis

This solution will also provide a local copy of Client/Matter data in a database, regularly checked against NetDocs and your source system to ensure data integrity.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

This Intapp Integrate rule extracts the XML of any Intapp Flow Form and its associated InForm Integrations and emails them to a designated Pinnacle email address where an automated routine produces the attachment and emails back a spreadsheet, which will list all the sections in the form and the questions within it.

The following information is documented:

• Where they appear on the form
• Question ID
• Question name
• Type of question
• List value integration name, location, and the SQL
• Default integration name, location, and the SQL
• Read only and hide conditions
• Requirement Group

It was created to allow a client to automate the production of the documentation explaining the installation. This rule allows for the automated updating of one of our Appendices. It also allows for the comparison of different instances of OPEN; for example, Live and Development or CTE. The rule could save the results into the firm’s DMS.

Intapp Flow components provided:

• One Intapp Integrate rules

Documentation: Technical overview summary document—no client specific documentation is provided.

Add a user-driven workflow to the creation process for non-Client/Matter cabinets; for example, creating project workspaces in the Administration cabinet.

Law firms generally have one NetDocuments cabinet dedicated to Clients/Matters, and workspaces are generated automatically from integrations with the practice management systems. Optionally, firms have additional cabinets for Administration documents—such as IT, HR, Finance, and Operations. In these cabinets, the workspaces are created manually, with these problems:

• No defined approval process, causing duplication and bad naming conventions
• There is no source data to integrate with and no audit trail
• Reliant on a Systems Administrator to create them, causing delays

This solution is an Intapp Flow workflow, which has an approval process, full audit trail, and instant creation for new workspaces in Administration cabinets. Users can request a workspace, have it authorized by their manager, and instantly have the workspace appear in the right place.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

This workflow allows firms to automatically create private user workspaces in a dedicated Staff cabinet, encouraging users to file “WIP” and personal documents into NetDocuments.

Good document management and data governance mean making sure that all documents are stored in NetDocuments, including “Personal” and documents that are not ready to be filed in a Client workspace. Without an easy way to store these in NetDocuments, users will save these documents to other locations, including C drives and open-access shared folders.

The solution is to create private user workspaces in a Staff cabinet, with appropriate security so the user is confident colleagues and clients cannot see what they save. The workspace also needs to be accessible easily.

Our Private Workspace solution can:

• Watch Active Directory or any other source for user data
• Automatically create a workspace for that user in a custom Staff cabinet
• Apply appropriate security to the workspace
• Add a shortcut to the workspace to their home page, providing quick and easy access

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Watch a network folder for documents and upload them into NetDocuments, either automatically or by initiating an Intapp Flow workflow.

This solution can be used for integrating scanners or any other system, that drops files onto a fileshare.

Watch a folder for new documents and upload to a NetDocuments workspace or folder:

• Automatically based on metadata of the document, or
• Initiate an Intapp Flow request for a team to process before initiating the upload from within the form

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilties for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Import attachments from an email sent to a dedicated mailbox and create a workflow or file the document directly to a workspace.

Give any type of form or document to clients and ask them to return it to a dedicated mailbox. As documents come in, run validation checks, then import the document into NetDocs workspace and/or initiate a workflow for the correct team to action the client request.

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Developed for importing matters in bulk, particularly for lateral hires or patents or trademarks. This Intapp Integrate rule loads matters from an excel spreadsheet into Elite Enterprise using the elite web service.

Intapp Flow components provided:

• One Intapp Integrate rules

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: Provided on a Time and Materials basis

Incoming Fax workflow for staff reviewed or automatic response generation for receipt acknowledgement for a new fax using Intapp Flow. Fax Acknowledgement module also manages receipts related to outgoing faxes requiring acknowledgement from the recipient.

Project scope and timeline contingent on specific customer requirements.

Working in conjunction with Incoming Document Capture using Intapp Flow to set up configurable criteria for identifying a Client Reporting event. The resulting Client Reporting Workflow references the incoming document and uses an approval process for reviewing and sending automatically generated emails drafted for the client in regard to the incoming document. Intapp Flow workflows are used to manage approval process, event, and email template management.

Project scope and timeline contingent on specific customer requirements.

Intapp Flow can be used as a management tool, setting up managing automated integration tasks with the Document Management Workspace, as well as project and folder setup tasks for existing matters.

Project scope and timeline contingent on specific customer requirements.

Automatically import documents from SQL Server Reporting Services, Marketing/CRM, or Practice Management into NetDocuments workspace or ShareSpace.

This solution can be used for collecting documents available via a web service (such as SSRS reports) and uploading the document to NetDocuments.

Connect to a web service source system, run a report, and have it automatically uploaded into NetDocuments with these options:

• Add the file to a Client, Matter, or User workspace
• Add the file to user home pages
• Drop the file into a ShareSpace so the client gets instant access
• Remove old reports (or make them old versions) so the latest report is always accessible at the same location
• Initiate an Intapp Flow request for client manager to review before publishing

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

This set of Intapp Integrate rules and Intapp Flow forms allows firms to manage the Home Page and Favorite Workspaces for users automatically.

The NetDocuments Home Page and Favorite Workspaces are two of the most popular features of the system. It allows users to get quick access to documents that they use regularly. This solution allows firms to add to or remove from these lists. It can be used to make the user’s experience richer or to ensure that critical content is placed in front of the user automatically.

This set of forms and rules has these capabilities:

• Add document to selected groups home page
• Add workspace to selected groups home page and favorite matters
• Copy one users home page links to another user’s home page

An advanced modification of this solution can be used to automatically add matter workspaces to user’s Favorites based on their activity in the practice management system. For example, having recorded time against a particular matter could have that matter appear in Favorites.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Improve the way that Client/Matter profile attributes and workspaces are created by using Intapp Integrate and Intapp Flow to wrap business logic around the process.

The Client/Matter profile field attributes are the most important ones in your NetDocuments implementation. The free tools available from NetDocs are great, but sometimes you need just a little more control over the profile field creation process.

This solution can be used to manage Client/Matter data and provide regular reporting.

• Upload Client/Matter data from practice management with full audit and/or authorization in a workflow request
• Manage renames and key changes (where Client Number changes, for instance) either automatically or via an Intapp Flow Request, where users can choose whether to reprofile documents from old to new on a case-by-case basis

This solution will also provide a local copy of Client/Matter data in a database, regularly checked against NetDocs and your source system to ensure data integrity.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Add a user-driven workflow to the creation process for non-Client/Matter cabinets; for example, creating project workspaces in the Administration cabinet.

Law firms generally have one NetDocuments cabinet dedicated to Clients/Matters, and workspaces are generated automatically from integrations with the practice management systems. Optionally, firms have additional cabinets for Administration documents—such as IT, HR, Finance, and Operations. In these cabinets, the workspaces are created manually, with these problems:

• No defined approval process, causing duplication and bad naming conventions
• There is no source data to integrate with and no audit trail
• Reliant on a Systems Administrator to create them, causing delays

This solution is an Intapp Flow workflow, which has an approval process, full audit trail, and instant creation for new workspaces in Administration cabinets. Users can request a workspace, have it authorized by their manager, and instantly have the workspace appear in the right place.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

This workflow allows firms to automatically create private user workspaces in a dedicated Staff cabinet, encouraging users to file “WIP” and personal documents into NetDocuments.

Good document management and data governance mean making sure that all documents are stored in NetDocuments, including “Personal” and documents that are not ready to be filed in a Client workspace. Without an easy way to store these in NetDocuments, users will save these documents to other locations, including C drives and open-access shared folders.

The solution is to create private user workspaces in a Staff cabinet, with appropriate security so the user is confident colleagues and clients cannot see what they save. The workspace also needs to be accessible easily.

Our Private Workspace solution can:

• Watch Active Directory or any other source for user data
• Automatically create a workspace for that user in a custom Staff cabinet
• Apply appropriate security to the workspace
• Add a shortcut to the workspace to their home page, providing quick and easy access

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Watch a network folder for documents and upload them into NetDocuments, either automatically or by initiating an Intapp Flow workflow.

This solution can be used for integrating scanners or any other system, that drops files onto a fileshare.

Watch a folder for new documents and upload to a NetDocuments workspace or folder:

• Automatically based on metadata of the document, or
• Initiate an Intapp Flow request for a team to process before initiating the upload from within the form

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Import attachments from an email sent to a dedicated mailbox and create a workflow or file the document directly to a workspace.

Give any type of form or document to clients and ask them to return it to a dedicated mailbox. As documents come in, run validation checks, then import the document into NetDocs workspace and/or initiate a workflow for the correct team to action the client request.

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Generating request forms for add/change request, verifying approvals, tracking of basic (e.g., add an application for an individual requestor) to significant nonemergency changes to systems (e.g., upgrade to SQL Server, Windows system configuration change).

• Notifications of designated parties in the workflow, workflow transparency per step, scheduling and sequencing of changes, testing checklists, tracking of versions/updates in IT documentation
• Optional connections to IT Help Desk systems
• Development time varies based on complexity and availability of source data

This workflow allows lawyers and support staff to request creation of an extranet for client collaboration. Collect validated client and matter information for potential chargeback, along with parameters for usage. This includes the type and detail of the extranet, external user accounts needed, and other pertinent details customized by your firm. Regular updates can be provided by the workflow, prompting practice group resources around retiring the extranet when appropriate and duplicating hosted content in firm-approved repositories, if needed.

Project scope and timeline contingent on specific customer requirements.

Propagation of user information from system to system typically is a difficult process for any organization to manage. Firms regularly contend with duplicate user records, accounts with no correlation in other important systems, and users with improper access rights. This workflow allows Human Resources or IT administrators to kick off propagation of users from a single “system of record” to integrated firm systems. Whether pulling from Active Directory, a Master Data Directory, or the firm’s practice management system, user information will be created in integrated systems such as the DMS, Records management system, conflicts and intake, time entry, and other important repositories. A control report will make the initiating user aware of any issues or concerns related to the user propagation and provide regular overnight comparison user accounts between core systems.

Project scope and timeline contingent on specific customer requirements.

Submit a help request easily to IT, providing standardized answers to required questions and the ability to upload attachments like log files or error messages. Requests can be claimed from a queue by IT resources, and the requesting user can monitor who has claimed the request and its status toward resolution. IT resources can easily review and report on volume of requests and search past requests for clues towards resolution.

Project scope and timeline contingent on specific customer requirements.

IT can utilize this workflow to remind users of required mobile device updates like security patches or installation of updated MDM software. End users can also initiate requests for installation of software, unlocking of devices, assistance with secure token technology, or new firm-issued devices.

Project scope and timeline contingent on specific customer requirements.

The document request solution encompasses document request management via a centralized team, with a wide range of service delivery options and completion back to the original requestor.

The solution allows teams to manage request allocation, whether as individuals or groups, with specific instructions concerning each person’s part in the creation process to improve the dissemination of tasks.

There is also control of regional variations, automated time zone corrections, and the control of confidential materials.

The process has been designed to reduce bottlenecks and maximize throughput to ensure that deadlines are met. Process alerts and notifications are configured to ensure that users have timely access to their requests. This process can be initiated from an email account, a folder drop box, or direct data input.

While the process can run standalone, it can also integrate with different practice and financial systems, including Elite and Aderant, to better manage the document request process.

Documents attached to the process can be saved to DMS systems such as iManage and/or uploaded to collaborative solutions like Box, HighQ, etc.

DRM is a pre-built template workflow that includes submissions, triage, resource allocation, tracking, notifications, and dashboards.

The objective is to quickly deliver a working solution that can be iteratively enhanced by either the customer development team or Stickleback. Project scope includes a detailed review of out-of-the-box capability versus customer specific requirements, a detailed gap analysis, project delivery plan, customization as deemed appropriate, deployment, handover, and training as required.

Document assistance request, group queue, and response templates using Intapp Flow to manage requests from a group of centralized individuals focused on document preparation and editing tasks for timekeepers. The Document Service Center allows viewing of existing document action requests and archived histories of previous requests. Integrations with Document Management Systems are available.

Project scope and timeline contingent on specific customer requirements.

Generating request forms, tracking, reporting of various types of requests made to legal assistants, word processors, clerical staff (e.g., type of request, time of day, turnaround time requested, time to completion, requestor name, practice group, operator).

• Notifications of designated parties in the workflow, workflow transparency per step, real-time monitoring, reporting metrics with individual steps, department summaries, total cycle time
• Optional connections to a calendaring/available system, Document Management System, time reporting with varying time codes, and/or third-party vendor systems
• Development time varies based on complexity and availability of source data

Allow your users to generate a poll for input from specified individuals or existing groups. Based on the user initiating the poll, the user can create a simple Yes/No or text-input poll. The user will control distribution to individual recipients or groups (i.e., all Partners, IT Department, or Litigation Practice Group). Based on the role of the recipient, the poll can be reviewed prior to distribution. The polling questions will be distributed via email links, allowing recipients to easily collect responses. Monitor responses in process from the Intapp Flow dashboard or collect email responses from recipients.

Project scope and timeline contingent on specific customer requirements.

Developed for a number of clients and a number of scenarios, these questions, InForm integrations, and Integration Builder rules allow firms to request and incorporate company data from any external data provider.

The questions enable the user to select an organization from a list. Having selected the organization, additional data is retrieved from the data provider. This data can then be used within the workflow forms or simply passed to other systems such as the Practice Management System or CRM system.

Data that has been collected to date includes – static info such as date of incorporation, registered name, etc.; previous names, directors, shareholders, mortgage and debt information, industry sector, employee, and turnover figures, etc.

The application has been used for Anti-Money Laundering checks, Credit Assessments, Data cleansing and quality management, and for reducing the data entry requirements of the fee earners and secretaries in New Business Intake situations.

The solution is architected to ensure that the data is not refreshed more frequently than necessary – so if a search has already been run that day for that organization, it will not be rerun. This minimizes the costs for firms that have a per click or “per search” license.

Intapp Integrate rules have been developed to interface with Bureau van Dijke, Avention/OneSource, CreditSafe.

Intapp Flow components provided:

• One Workflow Form – for illustrative purposes
• Sample InForm Integrations
• SQL script for creating required Custom Tables – for storing the data
• Two Intapp Integrate rules

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: Provided on a Time and Materials basis

PTO document download, release to document management system and matter attorney internal tasks assignment and docketing system integration.

Project scope and timeline contingent on specific customer requirements.

Leveraging integration with the firm’s docketing system, Intapp Flow manages Matter Families or IDS Matter groups which have common references prior- art. Grouping of Matters and the ability for cross association of prior-arts against grouped matters provide an actionable matrix of association options. The ability to employ approval opportunities and streamlined, automated IDS Generation provides opportunities to streamline the Information Disclosure Statement generation and submission process.

Project scope and timeline contingent on specific customer requirements.

Leveraging a suite of monitoring services, Intapp Flow initiates and manages a workflow that references and takes actions on newly arrived correspondence received by exchange email box, fax, scan, or FTP.

Project scope and timeline contingent on specific customer requirements.

Intapp Flow provides request forms and actionable workflow steps to manage interactions between a timekeeper and a document support specialist for communication and response for a formalities request.

Project scope and timeline contingent on specific customer requirements.

This solution allows requesting, compiling, and reporting of vendor compliance with protection of Personally Identifiable Information (PII), Protected Health Information (PHI), and general information security compliance information that is needed for Client requests.

• Notifications of designated parties in the workflow, workflow transparency per step, completion of checklists, supplemental reports for compliance purposes
• Optional connections to Procurement and/or Business Analytics systems
• Development time varies based on complexity and availability of source data

Sizable organizations require regular acknowledgement and documentation on a variety of policies from technology usage to review of employee handbook updates. This workflow allows you to circulate updated documentation or links to this material and solicit electronic approval in the form of workflow approval. Effectively notify large groups with a single click, and track submission of responses. The firm can customize each notification, the time frame for response, and the frequency of reminders.

Project scope and timeline contingent on specific customer requirements.

This solution provides a method for a lawyer or their assistant to call up the current CLE credits attained. New CLE requests can be submitted, routing the required documentation to responsible parties for submission.

Project scope and timeline contingent on specific customer requirements.

When lawyers purchase stock for their personal portfolios or obtain ownership interests in outside companies, this information must be reported to the firm. The workflow allows lawyers to notify the firm, providing information for conflicts searching and insurance databases. This request can be made in advance of purchases or as a self-reporting option after the event.

Project scope and timeline contingent on specific customer requirements.

Generating request form to initiate legal hold (e.g., requestor name, relevant custodians, description of hold circumstance, hold until date), tracking, reporting.

• Notifications of designated parties in the workflow, completion checklists, supplemental reports for compliance purposes, initiation of request to Intapp Walls, including links to Document Management System
• Optional connection to Records system
• Development time varies based on complexity and availability of source data

The audit response workflow allows lawyers or administrative staff to initiate a new audit response request. The workflow tool relies on existing reporting or data aggregation to collect the timekeepers that must review and respond to the information. Set a threshold for minimum billable hours and the time frame required for a response. Users will be alerted and reminded via email that their responses are required, with all responses coming to a centralized risk management resource for review and preparation of a final response.

Project scope and timeline contingent on specific customer requirements.

Request a workroom and associated services through this Information Governance workflow. See available space and combine your request for file delivery, computer or other technology setup, and enforce limited durations of stay. Information Governance can track the request to monitor usage and any variation from the requested duration. The workflow can be configured to remind a responsible user when the request is nearing the end of its duration, and allow for request of an extension, if you choose.

Project scope and timeline contingent on specific customer requirements.

Request pickup of material from a specific firm location or office. The workflow allows the user to provide information about the type of material to be retrieved and post-processing required. This might include copy jobs, boxes to relocate, or material for overnight shipping. For shipping requests, collect address information that can be verified through the USPS for certain delivery to a proper address, including validated client/matter information for chargeback purposes.

Project scope and timeline contingent on specific customer requirements.

Flexibility to manage standardized physical folder creation requests is not possible in all Records Management Systems. Create a completely custom request workflow, allowing you to bypass system limitations and provide a centralized and consistent interface. The workflow allows for detailed delivery instructions, practice-specific taxonomy adherence, and high-volume requests. You are no longer stuck with the basic and inflexible interface provided by your RMS!

Project scope and timeline contingent on specific customer requirements.

Based on your firm’s retention schedule, records related to a matter often require some form of review or acknowledgement after a standard retention period. Configure this workflow to allow request of a formal review, delegate approval for destruction or return to client, and enforce notification to clients, culminating in the destruction of physical and electronic content related to a matter, when approved.

Project scope and timeline contingent on specific customer requirements.

Request retrieval of boxes or folders from off-site storage providers. Prompt users for details of the request, alerting them to associated costs for time-sensitive delivery. Also prompt for validated client/matter information to ensure delivery of the correct material and to collect information for future analysis or chargeback.

Project scope and timeline contingent on specific customer requirements.

Workflow allows a lawyer or staff member to request destruction of physical or electronic content owned by the firm or pertaining to a client. Request standard reasoning related to these requests to determine if the action is in response to client request, court order, or other reasons. Automatically notify required IT and Information Governance resources, collecting their acknowledgement within the centralized request.

Project scope and timeline contingent on specific customer requirements.