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...
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.
Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts
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...
Brownstein Hyatt Farber Schreck accelerates business acceptance
Joe Craven, Chief Information Officer, at Brownstein Hyatt Farber Schreck shares how the firm has made business acceptance more efficient with the ability to process a high volume of new matters and automate engagement letters using Intapp Intake and Conflicts.
Orrick streamlines lateral hire onboarding with modernized data capture
Mike Guernon, Director of New Business and Conflicts, on how Orrick is making the lateral hire onboarding process more painfree and efficient with Intapp Intake and Intapp Conflicts.
Zelle overhauls business acceptance process, moves to the cloud
When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.
RSM US automates the client lifecycle with Intapp
Craig Butler, Senior Director of Audit Technology at RSM US, shares how working with Intapp has enabled RSM to drive growth through automation which has increased their workflow efficiency allowing them to better serve their clients.
RSM US talks about the importance of using a purpose-built platform made just for accounting firms
Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the...
Farrer & Co advances their cloud strategy with one unified system for business acceptance
Neil Davison and Anne Tempany of Farrer & Co share how their cloud-first strategy has enabled the firm to streamline their processes and gain immediate benefits with the latest updates and features always available.
Foster Pepper increases velocity of new business acceptance
For more than a century, Foster Pepper has been an integral part of the growth of the Pacific Northwest community. With more than 130 attorneys located in Seattle and Spokane, Washington, it has the deep industry knowledge, commitment to client service and a collaborative environment that...
Loeb & Loeb speeds new business intake, reduces risk with Intapp
Loeb & Loeb transitioned from a paper-intensive client onboarding process—requiring extensive manual data entry—to an automated process for new business intake that makes it much faster to onboard new business. Using Intapp Intake, all matters are subjected to the same evaluation...
Lane Powell centralizes new business acceptance with Intapp
Intapp has enabled Lane Powell to centralize conflicts management, resulting in most conflicts to be cleared in an hour. The centralized model reduces risk by enforcing consistency and more robust conflicts analysis. The firm is further reducing risk by using Intapp Walls to enforce...
Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts
Lisa Mayo of Ballard Spahr discusses the benefits of migrating from LegalKEY to Intapp Conflicts and Intake, as well as using Intapp Walls to enforce client security guidelines.