Practical insights for professional
services firms

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...

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.

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...

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.

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...

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

When you select Intapp solutions to help your professional services firm remain competitive and profitable, you’re assured of tightly managed access to your user, client, and matter data.