Type: Implementation

Source Consulting Group is the premier full-service consulting firm focusing exclusively on the strategic and operational business process and technology needs of legal and professional services firms worldwide. Our dedicated solution area is designed to help firms move forward in the successful, strategic planning and implementation of change management, process reengineering and financial and operational systems.​ We are a consulting firm with consultants whose reputations for helping firms identify and implement practical solutions and enhanced business processes have enabled them to work with the world’s leading firms. ​ Our mission is to provide exemplary consulting services to our clients based on the highest standards of ethics, truth and adherence to our core values. We endeavor to achieve this through open communication, accountability and targeted action.

Kraft Kennedy is a leading legal technology provider with over four decades of experience in the legal, financial, and technology industries. Our focus is on supporting the implementation of best-of-breed legal products such as iManage, NetDocs, ProLaw, and Intapp.​ With over 165 employees and five offices around the country, Kraft Kennedy is a force in the industry. Our team has been involved in some of the largest legal technology deployments in the world, and we offer a full range of implementation services including project management, business consultancy, technical consultancy, and data migration.​ Our unique delivery model combines generalists with significant specialists in desktop, infrastructure, messaging, document management, the Microsoft stack, project management, cloud migrations and support, managing consulting, and project management. ​ We believe we offer the most effective solutions on the legal marketplace.

Otagem is a boutique UK/Ireland consultancy specialising in Microsoft 365 and Power Platform solutions Since 2014, Otagem have helped corporate legal teams, housing providers, engineering companies, emergency services, and consulting firms streamline information management and automate complex processes. Otagem’s expertise is in Microsoft (SharePoint, Teams, Power Apps, Power BI) with practical Intapp experience to deliver fast, intuitive, and measurable outcomes, from reducing document-search time by 60% to enabling full mobile working in just months. Otagem’s approach is agile and personal, with a focus on simplicity, user adoption, and seamless Microsoft 365 integration. If you’re looking for an Intapp partner who delivers clean, reliable integrations, without unnecessary complexity, Otagem is the right fit.

eSentio is a leading strategic advisory and technology consultancy with decades of experience working with the world’s largest, most innovative law firms. We support the implementation of best-of-breed legal products such as NetDocuments, Litera and Intapp.​ With a global footprint across the U.S. and EMEA, eSentio pioneers innovative solutions and provides forward-looking strategic technology counsel to law firms to help them navigate what’s next.​ Our team has been involved in some of the most complex, pioneering legal technology deployments in the world, and we offer a full range of services including project management, business and technical consultancy, implementation, data migration, integration and change management. ​ Our unique combination of strategic advisory plus technology expertise enables us to drive real business value while effectively managing risk.​

TresVista functions as an extended operational arm, offering outsourced support across a wide range of activities, including financial modeling and valuation analysis, credit analysis, deal execution, industry research, data analytics for portfolio companies, and CFO office services such as fund administration and bookkeeping. ​ The firm’s expertise lies in addressing clients’ human resource challenges by providing highly skilled professionals to support various activities across the value chain. With a global workforce of 1,800+ professionals, TresVista supports over 1,000 clients across geographies and asset classes. ​ TresVista’s services include:​ Research and Investment Services ​ CFO Office Services​ Data Intelligence Group ​ Process Support Services ​ Business Development Support​ Financial Process Services ​ Graphic Design Services​ Library Services​ The Business Development Support (BDS) team supports clients in optimizing pipeline management, relationship data updates, investor relations, and deal origination activities. Through process-driven automation, deep domain expertise, and a focus on operational excellence, BDS ensures Intapp’s clients derive maximum value from the DealCloud ecosystem.

Forge Software, a sub-contractor to Intapp’s Collaboration team, brings deep expertise in Intapp and its Collaboration suite. With a wealth of experience, Forge enhances Intapp’s industry-specific solutions for legal, financial, and accounting sectors by integrating Microsoft 365 tools like SharePoint, PowerApps, and Power BI. This collaboration enables firms to streamline workflows, improve team collaboration, automate processes, and leverage data-driven insights to drive efficiency, enhance client service, and ensure compliance.​ ​

Cloud Essentials is a content management company specializing in complex document management migrations and deployment of Intapp Collaboration. With over two decades of experience, they have established themselves as experts in delivering Microsoft data governance and information management in the cloud.​

iTrain are technology training specialists, helping professional services firms worldwide unlock the full potential of their digital tools and systems. With over a decade of experience, we’ve supported over 150 organisations through system upgrade and transition projects, and everyday digital skills development. Our team of expert training consultants combine sector knowledge with hands-on experience, ensuring every programme is practical, relevant, and tailored to real business needs. From onboarding new starters to equipping teams with AI and Microsoft 365 skills, we deliver training that boosts confidence, improves efficiency, and drives long-term value. For more information, please visit www.itrainlegal.co.uk

Symphony is a leading provider of IT solutions, specialising in elevating accounting technology for accountancy firms and businesses seeking to harness the full potential of technology.​ We offer a comprehensive suite of services, including strategic and technical consultancy, IT support, and innovative automation tools to improve the user experience and elevate legacy platforms. At Symphony, we empower businesses with secure, tailored technology, ensuring they operate efficiently while maximising the value of their IT investments.

NeosAlpha is a global technology consulting firm specializing in digital integration, enterprise applications, and data analytics. They assist organizations in modernizing legacy systems, adopting best-of-breed enterprise applications, and unlocking data value to drive business intelligence and innovation.