Practical insights for professional services firms

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...

As Shearman & Sterling was transitioning from a decentralized conflicts clearance model to a more centralized one, Intapp certified implementation partner InOutsource worked with the firm to migrate its new business intake (NBI) system to Intapp Intake. The implementation also...

Responding to audit letters is a professional requirement for every law firm. When clients get audited, the auditor confers with the client’s attorneys for feedback on loss contingencies, including any pending litigation, claims and assessments which might impact the auditor’s...

When superior client service is a key differentiator for your practice, process automation and tight integrations between your key systems is critical to delivering on that promise. Ward Smith, P.A., a general practice of 90 attorneys across five offices in North Carolina, partnered with...

IT Director David Aird shares how DAC Beachcroft is automating time capture, client collaboration workflows and compliance, and how Intapp is helping the firm to deliver on its digital transformation strategy. (Originally published in Briefing magazine, Process automation supplement.)

The Accounts Payable team at McMillan eliminated paper forms for expense and check requisition by deploying Intapp Flow and Intapp Integrate. As a result, the firm has reduced payment processing time significantly—from 2-5 days to 10-20 minutes on average.

Arnold Bloch Leibler, a premier Australian commercial law firm, turned to Intapp as it planned the migration of its practice management system (PMS). By introducing a state-of-the-art time recording system prior to the migration—and automating workflows—the firm was successful in...