Product: Intapp Conflicts

​Harbor is a globally integrated team of strategists, technologists and specialists focused on helping law firms, corporations, and their law departments achieve breakthrough outcomes. We are also helping to steer a legal industry in the midst of turbulent change. We navigate alongside our clients and partners, providing salient insights, scalable resources, and seasoned advice.​ As a longstanding Intapp services provider, Harbor is your end-to-end professional services partner. Harbor’s 150+ legal tech and ops experts have expertise across all Intapp applications: finance & operations, risk & compliance, CRM & martech, content management & collaboration, and data integration. These specialists have decades of experience – across hundreds of projects – helping clients optimize their Intapp investment with a full range of services: business process innovation, cloud migrations, implementation & upgrades, adoption & training, and ongoing applications management. ​ We offer best-in-class integration of Intapp applications with other mainstream applications, including Elite 3E, Aderant, Salesforce, InterAction, Dynamics, Surepoint, Microsoft Tools, STAR and more. We can also readily deploy from a deep bench of experts in advanced technologies like AI and modern data storage and analytics approaches, helping your firm navigate to its desired future state.​

HardingLowe delivers innovation to law firms by aligning strategy, processes and people to maximize the return on their technology investments. An Intapp Risk & Compliance partner, we guide top-tier firms to first develop a modernized NBI vision, and then deliver Intapp Risk & Compliance as a critical component of that vision. We have an unblemished record of taking firms both large (2500+ lawyers) and small from strategy through execution. HardingLowe is a different kind of Intapp partner. For 15 years, we have been providing the business consulting and project management services that firms rely on to achieve real improvements in their risk functions.​ Founded by former Accenture executives in 2010, HardingLowe works with clients to do more than just configure their Intapp products, but to define an improved risk function that includes updates to policies, processes, and people. We work with firm leadership to identify areas of improvement and design Intapp solutions to deliver those improvements.​ We have worked with many of Intapp’s largest technical providers, developing clear and testable requirements and guiding the entire project team through the full project lifecycle.​

Marlene Houser is the Owner and Principal of Houser and Associates, LLC and has over 33 years’ experience working with organizations that provide technology solutions to complex legal problems. Before starting her own consulting business, Marlene started her legal professional career at CMS/Data (now Aderant) and held several positions during her tenure before becoming the Vice President of Operations. After leaving Aderant, Marlene was recruited by Womble Carlyle (now Womble Bond Dickinson) to lead the firm’s efforts to build a service and support group to provide technology solutions to the firm’s clients and prospective clients. A task oriented team player, Marlene strives at all times to meet or exceed her clients’ expectations, no matter what it takes.

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the accompanying ongoing expenses surrounding software maintenance and patching resulted in unnecessary operational complexity and cost. The firm’s move from on-premises capital expenditures to cloud-based deployment with Intapp provides the ability to budget proactively and avoid unpredictable expenses. “Now there are no surprises lurking behind the curtain,” Lockhart said. “We’re always working with the latest version of everything, and have a very good feel for what our software actually costs. Lawyers now enjoy the value of an end to-end workflow. They have faster, mobile, and morecomplete access to critical information, which in turn helps drive more favorable outcomes”.

S&P Global covers all corners of the capital markets. Its clients include asset managers, investment banks, commercial banks, insurance companies, exchanges, trading firms and issuers and is the leading resource for these clients’ data and research requirements. S&P Global provides company and contact firmographic data, as well as unique targeting capabilities such as market-leading information on industries & sectors, indices, commodities and exchanges. Investors and advisors using both platforms together benefit from the market-leading combination of S&P Global data natively integrated to the Intapp platform. Through its unique integration data layer, Intapp clients can easily interrogate the wider S&P Global data set, match companies or contacts to S&P Global as well as enrich these entities with S&P Global’s rich content. Through the partnership S&P Global and Intapp serve dozens of clients across professional and financial services.​g S&P corporate family trees, shareholders, and board members – all from within Intapp Conflicts.

Protect your firm’s reputation and build trust among your clients with Intapp Conflicts. Intapp Conflicts provides a centralized location where compliance teams can quickly review, resolve, and manage conflicts of interest.

Protect your firm’s reputation and build trust among your clients with Intapp Conflicts. Intapp Conflicts provides a centralized location where your professionals can identify, review, resolve, and manage conflicts of interest.

Intapp Conflicts provides a single destination to quickly review, resolve, and report on conflicts of interest. Using Intapp Conflicts, you will be able to search and analyze potential conflicts, referencing client information consolidated from your firm’s systems and third-party data providers.

Help your compliance analysts work more efficiently with Intapp Conflicts. This AI –powered, industry-tailored feature filters out irrelevant search results and escalates potential issues for human review.

Accelerate and simplify deal team clearance. View current deal assignments via a centralized search and quickly determine whether your team members are eligible to work on certain projects.