• Intapp Workflow Automation

    Drive Operational Efficiency Across Your Organization

Modernizing professional services delivery means redefining and automating workflows for key business processes.

Accelerate Work

Speed up communications, approvals, and decisions. Rapidly deploy processes — often in two weeks or less.

Simplify Processes

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.

Enhance Collaboration

Connect firm clients to professionals and business services, enabling client reviews, updates, and approvals through external-facing processes.

Accelerate Your Workflow Delivery with Partner Solutions

Visit the Intapp Solutions Marketplace to browse partner-built, firm-ready solutions that accelerate automating front- and back-office processes.

Human Resources

  • Lateral and staff hires (joiners)
  • Temporary (summer) hires
  • Lawyer and staff departures (leavers)
  • Candidate recruitment
  • HR requests

Finance

  • Inquiry
  • Payroll
  • Accounts payable
  • Expenses reimbursement
  • Lawyer referral tracking
  • PO requests

Operations

  • Transportation requests
  • Conference room
  • Visiting staff provisioning
  • Courier requests

Risk Management

  • Audit letter requests
  • Request to trade stock

IT

  • Onboarding and user account provisioning
  • Account deprovisioning
  • Equipment requests

Documents and Records

  • Workspace creation
  • File creation
  • File closure
  • File retrieval
  • Document production

Products and Packages

Intapp Integration Service

Cloud-native, enterprise class integration that connects any application, any data, anywhere across the firm.

Intapp Experience

Uses AI and workflows to provide a global, granular, and up-to-date database of firm experience and expertise.

Resources

Learn More about Intapp Workflow Automation Capabilities

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