Extend your Intapp Solution

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.