Intapp Workflow Automation
Drive Operational Efficiency Across Your Organization
Modern professional services delivery redefines and automates workflows. Intapp solutions power business process automation that enables rapid and better-informed decision-making, enhances productivity, and improves client service.
Speed up communications, approvals, and decisions. Rapidly deploy processes — often in two weeks or less.
Streamline workflows, eliminate the need for complex and custom coding, and empower IT teams, business services, and practice groups to rapidly build and automate key processes.
Reduce Costs and Human Error
Automate back-office processes and streamline engagements to reduce effort and costs. Improve quality and reduce human error.
Connect firm clients to professionals and business services, enabling client reviews, updates, and approvals through external-facing processes.
Advanced Task Management
Easily assign and automate task management for individual users or groups as part of a standardized workflow or on an ad hoc basis. Manage tasks from within native mobile applications, helping users be productive even while on the go.
Smart Designers to Reduce Complexities
Rapidly deploy processes — often in two weeks or less — with minimal coding and no requirement for custom programming. Out-of-the-box designers allow for one-click deployment, reducing complexities around processes deployment.
Collaborate with Clients
Securely share the right information to keep clients informed and engaged throughout the process lifecycle. Intapp Workflow Automation capabilities let clients review, update, and approve information through external-facing processes.
Standardized, Repeatable, and Auditable Processes
Standardize key processes — such as cash access management, trust disbursements, invoice payment — and eliminate manual, ad hoc approval process. Intapp Workflow Automation helps make these processes repeatable, and provides a comprehensive audit trail that’s readily available for compliance needs.
Rapid Deployment and ROI with Templates
Rapidly automate and deploy processes with more than 20 out-of-the-box templates, and find an additional 85+ templates across 17 categories in the Intapp Solutions Marketplace.
Accelerate Your Workflow Delivery
Use firm-ready solutions that accelerate the automation of front- and back-office processes.
- Lateral and staff hires (joiners)
- Temporary (summer) hires
- Lawyer and staff departures (leavers)
- Candidate recruitment
- HR requests
- Accounts payable
- Expenses reimbursement
- Lawyer referral tracking
- PO requests
- Transportation requests
- Conference room
- Visiting staff provisioning
- Courier requests
- Audit letter requests
- Request to trade stock
- Onboarding and user account provisioning
- Account deprovisioning
- Equipment requests
Documents and Records
- Workspace creation
- File creation
- File closure
- File retrieval
- Document production
Driving Meaningful Change with Paperless Efficiency
Lerner David, a highly respected intellectual-property law firm with offices in the United States and China, wanted to eliminate its inefficient workflows. The firm adopted Intapp Workflow Automation to help streamline the process of paper movement. As a result, the firm can complete processes that once took days or even weeks to accomplish in mere hours.
Panel Firms and In-House Teams Use IT to Collaborate
Joanna Goodman of The Law Society Gazette interviews BLM and DAC Beachcroft representatives about their firms’ collaboration on a groundbreaking project involving full IT integration with their insurance client’s claims management system.
Products and Packages
A fresh approach to workflow and legal practice automation
Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.
Webinar: new vendor intake (HBR Consulting & Intapp Flow)
Learn how HBR Consulting leverages Intapp Flow to manage “NVI” and procurement as part of the entire vendor lifecycle.