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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

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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