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Voucher load management
Askew Network Solutions
Askew Network Solutions

Voucher load management

Description

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.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive voucher load management—managed via phases lasting four to six weeks
Proforma markup
InOutsource
InOutsource

Proforma markup

Description

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 & Timeline

Project scope and timeline contingent on specific customer requirements.

General journal load management
Askew Network Solutions
Askew Network Solutions

General journal load management

Description

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.

Project Scope & Timeline
  • 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
Cost load management
Pinnacle
Pinnacle

Cost load management

Description

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.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive cost load management—managed via phases lasting four to six weeks
Client monies receipt
Pinnacle
Pinnacle

Client monies receipt

Description

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

Project Scope & Timeline

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

Client check/cheque requisition
Pinnacle
Pinnacle

Client check/cheque requisition

Description

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

Project Scope & Timeline

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

Bank statement load management
Askew Network Solutions
Askew Network Solutions

Bank statement load management

Description

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.

Project Scope & Timeline
  • 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
Trust disbursement request
Askew Network Solutions
Askew Network Solutions

Trust disbursement request

Description

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.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive trust disbursement request management—managed via phases lasting four to six weeks
Multiple matter closure
Pinnacle
Pinnacle

Multiple matter closure

Description

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

Project Scope & Timeline

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

Exception rates approval
Hyperion GP
Hyperion GP

Exception rates approval

Description

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.

Project Scope & Timeline

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

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