Product: Intapp Conflicts

Founded in 1958, Jackson Lewis P.C. is a law firm serving clients across a range of practices and industries including workplace law representation, government relations, healthcare, and sports law. They are headquartered in West Harrison, New York with offices throughout the United States.

Read how the professional services firm reduces risk exposure and manual work with Intapp Conflicts.  

I have nothing but praise. I gave them a very tight deadline and then I turned it into a moving target. With professionalism and grace, they hit my moving target and delivered the project.

Without an efficient new-business intake process, intake teams risk wasting time and client goodwill by requiring unnecessary or redundant steps. To rectify this issue, many firms are turning to a key project management method: the Agile model.

Moody’s, one of the world’s largest data providers, provides corporate, professional, and financial services firms valuable reference, market, and risk data to inform business decisions and move quickly with comprehensive deal data alongside integrated, detailed company information. During new client onboarding, automatically populate client profiles in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing Orbis corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts. Additionally, screening data, such as sanctions, politically exposed persons (PEPs), and adverse media, is available to support compliance and risk workflows. Intapp DealCloud users can enhance their workflows with Moody’s deals and company intelligence database. Moody’s offers a depth of information for deal strategy, origination, and execution. All of the deals data is linked via Moody’s ID’s to their global companies list, providing holistic data management capabilities within Intapp.

DataWarrant is a boutique legal technology agency that focuses on serving a select group of long-term clients. The company’s approach is characterized by:​ Selective client relationships: DataWarrant carefully chooses a small number of clients for long-term partnerships.​ Extensive experience: The team has been involved in some of the largest legal technology deployments globally, as well as creating unique custom-built solutions for smaller firms.​ Comprehensive implementation services: DataWarrant offers a full range of services, including:​ Project management​ Business consultancy​ Technical consultancy​ Data migration​ Expertise in major legal tech platforms: With over 300 successful Intapp product suite projects and 18 years of experience in legal software deployments, DataWarrant has demonstrated excellency in implementing industry-leading solutions.​ Cloud migration capabilities: The DataWarrant experts have completed over 60 successful cloud migrations, showcasing their technical skills in developing and executing effective cloud strategies for law firms.​ Integration expertise: DataWarrant specializes in creating efficient and reliable integrations between Intapp platforms and existing financial, document management, and messaging solutions.​ This boutique approach allows DataWarrant to provide personalized, high-quality services to its clients, leveraging its extensive experience in the legal technology sector to deliver tailored solutions for complex implementations, custom projects, as well as standard solutions.​

Epiq is a leading legal solution provider with decades of experience in the industry. Our focus is on supporting the implementation of best-of-breed legal products such as Intapp and bespoke solutions integrated with Elite 3E, Aderant, iManage and more.​ With over 3,800 employees worldwide, Epiq has established itself as a global partner specializing in legal and compliance. Our team has been involved in some of the largest legal technology deployments in the world, and we offer a full range of consultancy services including project management, process automation assessments, solution design, technical implementation delivery, and managed services. ​ Our unique delivery model combines the best consultants enabling us to offer the most competitive solution to the legal market.​

Legal IT Partners was formed by Jim Boyle, a legal technologist with an accomplished track record implementing enterprise technologies, solutions & projects for law firms. Jim spent a considerable amount of time in-house with AMLaw 100 firms and now focuses exclusively on providing implementation and consulting services centered around Intapp solutions. Legal IT Partners specializes in the following areas: Solution Architecture & Design Best Practices Consulting Executive Collaboration Intapp Solution Maintenance & Modifications Project Management Services

The PlanB. GmbH is a highly specialized provider of consulting and implementation services for sophisticated IT infrastructure solutions and applications. We accompany you throughout the entire life cycle of a solution. Our many years of expertise, combined with the use of suitable project methods and operating models, represent the optimal basis for your project success.

The Dun & Bradstreet Data Cloud offers the world’s most comprehensive business data and analytical insights to power today’s most crucial business needs. Access D&B company data directly from within DealCloud and DealCloud to keep your client and prospect data clean, up to date, and complete. Enrich client profiles in real time with more than 140 firmographic attributes. During new client onboarding, automatically populate client profiles and assess payment risk with financial ratings in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing D&B corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts.