Improving AML Compliance, CDD Practices, and Risk Assessment
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Legal
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Intapp Intake
Expectations around anti-money-laundering (AML) compliance and client due diligence (CDD) practices are rapidly evolving, causing many challenges for legal firms. Speakers Amasis Saba and Emma Oettinger shared their own tips around risk and compliance during our latest Intapp roundtable.
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Intapp Introduces Next Generation Collaboration and Content Suite for Professional Services Firms
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Accounting
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Consulting
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Intapp launched its collaboration and content suite of solutions, which combines the Microsoft 365-based capabilities acquired from Repstor and existing Intapp industry cloud solutions. The solutions simplify collaboration, enhance compliance, automate governance and ensure better client outcomes execution.
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Integrated Onboarding and Conflicts Clearance
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Legal
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Intapp Conflicts
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Intapp Risk & Compliance leverages AI to help firms create more seamless and secure lateral hiring and onboarding processes.
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2021 Risk Management Survey
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Legal
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Intapp Conflicts
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Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.
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A quick guide to onboarding efficiency
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Legal
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Intapp Intake
Law firms are opening matters faster with mobile-enabled processes, AI-assisted client terms capture, and automation of the entire workflow.
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New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud
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Legal
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Professional services
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Facing limited vendor support for products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements.
The Baker Botts team chose InOutsource to implement Intapp Intake and Intapp Conflicts in the cloud.
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Mitigate Risk and Connect Data and Processes with Automated Risk Management Technology
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Intapp Conflicts
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Intapp Intake
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Learn how automated risk management technology and risk scoring can help you streamline your data and risk processes.
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Orrick
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Legal
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Intapp Conflicts
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Mike Guernon, Director of New Business and Conflicts, on how Orrick is making the lateral hire onboarding process more painfree and efficient with Intapp Intake and Intapp Conflicts.
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Brownstein Hyatt Farber Schreck accelerates business acceptance
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Legal
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Intapp Conflicts
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Joe Craven, Chief Information Officer, at Brownstein Hyatt Farber Schreck shares how the firm has made business acceptance more efficient with the ability to process a high volume of new matters and automate engagement letters using Intapp Intake and Conflicts.
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How Loeb & Loeb transformed new business onboarding with Intapp products
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Legal
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Intapp Intake
Loeb & Loeb transitioned from a paper-intensive client onboarding process—requiring extensive manual data entry—to an automated process for new business intake that makes it much faster to onboard new business. Using Intapp Intake, all matters are subjected to the same evaluation criteria, and consistency is enforced across practice areas.
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