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...
Freeborn & Peters on Moving to the Intapp Cloud with Aurora North
Freeborn was one of the first firms to go live with Intapp 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 working...
Ward and Smith improves operational efficiency with Intapp
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...
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 is helping the firm to deliver on its digital transformation strategy. (Originally published in Briefing magazine, Process automation supplement.)
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.
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.
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.
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...