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    Practical insights for professional services firms

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Legal, Professional Services
Case study

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...

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Legal, Professional Services
Case study

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...

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Legal, Professional Services
Case study

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...

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Legal, Professional Services
Case study

Freeborn & Peters on Moving to the Intapp Cloud with Aurora North

Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow. Robert Funk, financial systems manager at Freeborn, shares his experience...

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Accounting, Capital Markets
Webinar

Intapp Flow Client Care Program Demo Series

To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Operations & Finance Session

In the face of challenging economic times, firms have historically adapted using alternative business practices not just to meet near-term client needs but also to fundamentally reinvent the way they work. Today, finance and operations professionals enjoy increased access to data and more...

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Legal
Podcast

Just Go With the Flow! – How Workflows Can Improve and Automate Business Processes

On this ILTA podcast, hear Milan Bobde, Director of Product Management at Intapp, discuss the best practices for identifying and automating processes to keep legal organizations agile and as efficient as possible.

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Accounting, Capital Markets
Premium content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Legal
Case study

Ward and Smith improves operational efficiency with Intapp OnePlace

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...

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Legal
Case study

Timely automation at DAC Beachcroft

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

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Accounting
Case study

William Buck Victoria: Improving client service with Intapp Flow and Integrate

Like many accounting firms, William Buck Victoria historically relied on sending paper documents to clients for review and signature. Now the firm is able to process documents electronically—and tax processes that once took weeks can be completed in less than a day.

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Legal
Data sheet

A fresh approach to workflow and legal practice automation

Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.

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Legal
Case study

McMillan accelerates payment processing with Intapp Flow and Integrate

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.

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Legal
Case study

Viewpoint: Automating processes for data integrity & IP practice efficiency

Lerner David, a law firm specializing in intellectual property, discusses its experience in using Intapp Flow to digitize its IP practice, ensure data integrity, and automate workflows.

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Legal
Case study

Arnold Bloch Leibler leverages Intapp for successful PMS migration

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...

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Webinar

Webinar: new vendor intake (HBR Consulting & Intapp Flow)

Learn how HBR Consulting leverages Intapp Flow to manage “NVI” and procurement as part of the entire vendor lifecycle.