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Access innovative solutions that allow you to customize your Intapp platform and automate key processes. By leveraging pre-built solutions, you can rapidly automate manual processes and enhance client delivery efficiency.


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Risk management

Professional compliance
Vendor governance & compliance tracking
HBR Consulting
HBR Consulting

Vendor governance & compliance tracking

Description

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.

Project Scope & Timeline
  • 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
Sign-off central management
InOutsource
InOutsource

Sign-off central management

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

CLE credit maintenance
InOutsource
InOutsource

CLE credit maintenance

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Stock ownership reporting
InOutsource
InOutsource

Stock ownership reporting

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Legal hold requests
HBR Consulting
HBR Consulting

Legal hold requests

Description

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

Project Scope & Timeline
  • 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
Audit response
InOutsource
InOutsource

Audit response

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.


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Risk management

Records management
Workroom request
InOutsource
InOutsource

Workroom request

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Request office pickup
InOutsource
InOutsource

Request office pickup

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Folder creation request
InOutsource
InOutsource

Folder creation request

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Retention approval
InOutsource
InOutsource

Retention approval

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Offsite storage retrieval request
InOutsource
InOutsource

Offsite storage retrieval request

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

Destruction Request
InOutsource
InOutsource

Destruction Request

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

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