Practical insights for professional services firms

Dykema, an Am-Law 200 law firm, needed to find a technology solution that met the firm’s critical matter use cases, data security, and governance requirements associated with the rollout of Microsoft Teams.

Gould & Ratner selects DealCloud as its single-source-of-truth CRM solution to gain critical legal marketing and BD insights, improve reporting capabilities, enhance the client experience, and drive firmwide growth.

Founded in 1861, Royal London is the U.K.’s largest insurance company. In the U.K., mutual companies like Royal London are customer-owned, which means that profits are shared with customers, not shareholders. Offering pension, life insurance, illness, and income protection, as well as...

S-E-A deployed Intapp Billstream to achieve record-low work-in-progress backlogs, increasing its average quantity of draft bills by 450 each month without adding extra billers.

In search of an automated legal billing software solution to replace its paper-based processes, McCarter & English was in the midst of evaluating Intapp Billstream when the COVID-19 pandemic struck in 2020. The evaluation program, which had begun as a pilot for two partners, was...

Am Law 100 firm Seyfarth Shaw sought to streamline its legal billing workflows and increase visibility across the firm’s highly distributed teams. Because billing team members work from nearly all of the firm’s global office locations — and generates a higher-than-average number of...

Bevan Brittan, a U.K. Top 100 law firm, uses Intapp Billstream to automate its work-to-bill lifecycle, improving realization by billing faster and more accurately. 

Am Law 100 firm Mintz deploys Intapp Billstream to streamline and accelerate invoice management and gain greater visibility.

ClientEarth selects Intapp Documents for knowledge management software to enhance legal knowledge management, foster collaboration, increase document security, and improve reporting capabilities.

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...

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...

When Brachers wanted to provide its lawyers with a more agile and efficient way of handling matter management, the law firm looked to Intapp Collaboration & Content for a flexible integration between systems and a clearer line of sight across client matters at any point in time.

When Conexus Law wanted to run legal-specific matter management natively within Microsoft 365, firm leaders chose Intapp Collaboration & Content to enable consistent, transparent, and integrated worldwide service.

When Adams & Adams needed a solution for better email and matter management, firm leaders chose Intapp Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

Fredrikson & Byron, leading Midwest law firm, chose Intapp Pricing to accelerate and scale its pricing function while mitigating fee earner investment in unbillable time, improving the accuracy of estimates, systemizing budget and matter activity monitoring and reporting, and...

Leading global law firm Baker McKenzie wanted to provide its lawyers and partners with access to global key-client information. Using Intapp CRM, the firm’s own client command center — Baker Client Intelligence — was born.

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the...

Allen Matkins, a California law firm with more than 200 lawyers across offices in four cities — used Intapp Relationships to dramatically boost the quantity and quality of attendees at its marketing events while also cutting the time spent by lawyers vetting invitation lists.

McGuireWoods — a full-service firm providing legal and public affairs counsel to corporate, individual, and nonprofit clients worldwide — needed help to restore faith in its CRM, which suffered from missing, incomplete, and out- of-date contacts. After implementing Intapp...