Practical insights for professional services firms
New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud
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...
New Business Automation Lays the Foundation for the Data-Driven Firm
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...
Automating Audit Letter Responses with Intapp
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...
Leveraging Intapp Terms to mitigate risk and deliver superior client service
Mike Guernon, Orrick’s Director of New Business Intake & Conflicts, discusses the firm’s innovative approach to managing outside counsel guidelines with Intapp’s Chief Product Officer, Thad Jampol.