• Intapp Solutions Marketplace

    Extend your Intapp solution

Access innovative solutions from our growing partner network that allow you to customize your Intapp platform and automate key processes. By leveraging pre-built solutions, you can rapidly automate manual processes and enhance client delivery efficiency. From technical implementation companies and application developers to subject-matter specialists and industry experts, our partners constitute a powerful resource pool that you can rely on to make the most of our solutions and your opportunities.


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Business operations

Administration/Operation request
Meeting notes and content capture
Aurora North Software
Aurora North Software

Meeting notes and content capture

Description

Integrating with MS Exchange, this module uses Intapp Flow to review existing meetings, place a meeting link in the body of each meeting. The Meeting Notes Module link provides an area to capture and share notes and set up next-steps task assignments resulting from the meeting.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

General service center
Aurora North Software
Aurora North Software

General service center

Description

Department action request using Intapp Flow to manage the request forms, department queues, and reports for pending and completed requests.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Filing fee request
Hyperion GP
Hyperion GP

Filing fee request

Description

A version of a check request process used to request checks for filing fees that usually require manual checks and quick turnaround.

Project Scope & Timeline

Typical four-week program, inclusive of installation, configuration, testing, and production rollout.

Conference room reservation (solution 1)
Aurora North Software
Aurora North Software

Conference room reservation (solution 1)

Description

Integrated with exchange management of conference rooms beyond meeting booking, this workflow extends task assignment to staff for tasks related to the needs of the conference room such as audio video testing, coffee or water setup, post meeting cleanup, and supply and maintenance.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Filing notifications
Pinnacle
Pinnacle

Filing notifications

Description

There may be many notifications triggered during a workflow process. Sometimes it can be difficult to keep track of whether a notification was sent or not. The solution is designed to collate all the notifications sent for a particular request and create a folder in exchange and re-file the emails.

Project Scope & Timeline

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings.

Intapp Flow components provided

  •  Intapp Integrate rules
  • Documentation: Technical overview summary document—no client specific documentation is provided
  • Ongoing Support: provided on a time and materials basis
Conference room reservation (solution 2)
InOutsource
InOutsource

Conference room reservation (solution 2)

Description

Easily request a conference room booking that will accommodate your size gathering and audiovisual needs. View available rooms and room amenities at a glance.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Cash disbursement
Aurora North Software
Aurora North Software

Cash disbursement

Description

Department action request using Intapp Flow to manage the request forms, department queues, and reports for pending and completed requests.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


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Business operations

Human resources
User provisioning (solution 2)
Aurora North Software
Aurora North Software

User provisioning (solution 2)

Description

Using the integrated capabilities of Intapp Flow, leverage trigger-based workflows with approval for setup and propogation of new users through existing firm systems and infrastructure.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

User provisioning (lightweight)
InOutsource
InOutsource

User provisioning (lightweight)

Description

Provisioning new users entering the firm requires coordination among a number of different groups. This provisioning process is built to quickly provide value to your firm without extensive development time for creating integrations with your systems’ back-end databases. Simply configure the notifications required for the type of hire (i.e., Partner, Associate, Staff) and when a new user is brought on, automatic notice will be distributed to those affected departments such as Conflicts, IT, Recruiting, Facilities, etc. Your customized notifications will direct these recipients as to what tasks must be taken, and acknowledgement of completion will be maintained in a centralized request.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

User deprovisioning/leavers (solution 2)
Askew Network Solutions
Askew Network Solutions

User deprovisioning/leavers (solution 2)

Description

Solution for processing user departures with integration to most HRIS systems. The solution supports departure accommodations such as extended access to email, temporary email forwarding, etc. The solution also handles changes to departure dates and rescinded terminations (changes made post-termination are processed as a re-hire).

This solution is intended as an add-on to the User Provisioning/Joiners solution. Full user lifecycle management is available including name changes, office relocation, group self-service and termination.

Askew Network Solution’s user management solutions have processed several thousand user departures in law firms worldwide. Let our expertise work for you.

HRIS Systems include Workday, PeopleSoft, HR Pro, ADP, and Ceridian

Deprovisioning to systems including Active Directory, Exchange, Cisco CCM, Elite 3E, Elite Enterprise, Intapp Walls, Intapp Time, DTE, iManage, DOCS, LegalKey, ARM, Docs Open, etc.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Provisioning—one week
  • Full-fledged Provisioning—managed via phases lasting four to six weeks
Train track!
InOutsource
InOutsource

Train track!

Description

Train Track! allows trainers to notify groups of scheduled and required training events. Multiple class options can be provided, allowing attendees to sign up for specific time slots. Users can track attendance for informational purposes or internal firm credit, update attendance preferences, and gain access to training content like quick reference guides, on-demand videos, and full user guides.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Performance reviews
InOutsource
InOutsource

Performance reviews

Description

Customize this workflow to contain your specific performance review categories, including free text entry, standard classifications (i.e., meets expectations, exceeds expectations, etc.), or numeric ratings. The workflow can be configured to require review by HR or supervisors and even provide access to the reviewed employee when appropriate. Enforce deadlines and time-frame constraints, such as required review or remediation within X months of an event or past review.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

HR Requests
Aurora North Software
Aurora North Software

HR Requests

Description

Department action request using Intapp Flow to manage the request forms, department queues, and reports for pending and completed requests.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

User provisioning (solution 3)
HBR Consulting
HBR Consulting

User provisioning (solution 3)

Description

Generating request forms, tracking, reporting of various internal action items (e.g., office space, IT setup, business cards).

Project Scope & Timeline
  • Notifications of designated parties in the workflow, workflow transparency per step, completion checklists, reporting metrics with individual steps, department summaries, total cycle time
  • Optional connections to Recruiting and/or HRIS systems
  • Development time varies based on complexity and availability of source data
User provisioning (solution 1)
Askew Network Solutions
Askew Network Solutions

User provisioning (solution 1)

Description

The departure of an employee requires coordination of effort around technology tasks, human resources, and sometimes an individual practice group. This workflow can be configured to provide notifications based on the role of the departing lawyer and the nature of their exit from the firm. Short-range tasks such as removal from the firm website, scheduling of exit interviews, and decommissioning their email account can be kicked off in concert with more long-term initiatives that may be required such as career counseling, follow-up with lawyers who have transitioned to in-house counsel, and review of nontransferrable email collections. A centralized request will manage the status of each of these tasks and their expected completion dates.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

User lifecycle management
Askew Network Solutions
Askew Network Solutions

User lifecycle management

Description

Solution for handling user lifecycle events other than joining and leaving. This is for “everything in between.” The solution supports user name changes, conversion from contract to regular employees (and vice-versa), Distribution Group Membership (mandatory and request based groups), Transfer to another office, etc. Integration is available to most HRIS systems.

This solution is intended as an add-on to the User Provisioning/Joiners solution.

Askew Network Solution’s user management solutions have 100,000+ changes in law firms worldwide. Let our expertise work for you.

HRIS Systems include Workday, PeopleSoft, HR Pro, ADP, Ceridian

Deprovisioning to systems including Active Directory, Exchange, Cisco CCM, Elite 3E, Elite Enterprise, Intapp Walls, Intapp Time, DTE, iManage, DOCS, LegalKey, ARM, Docs Open, etc.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Provisioning—one week
  • Full-fledged Provisioning—managed via phases lasting four to six weeks each
User deprovisioning/leavers (solution 1)
InOutsource
InOutsource

User deprovisioning/leavers (solution 1)

Description

The departure of an employee requires coordination of effort around technology tasks, human resources, and sometimes an individual practice group. This workflow can be configured to provide notifications based on the role of the departing lawyer, and the nature of their exit from the firm. Short range tasks such as removal from the firm website, scheduling of exit interviews, and decommissioning their email account can be kicked off in concert with more long-term initiatives that may be required such as career counseling, follow-up with lawyers who have transitioned to in-house counsel, and review of nontransferable email collections. A centralized request will manage the status of each of these tasks and their expected completion dates.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


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Business operations

Transportation
Travel logistics support request
InOutsource
InOutsource

Travel logistics support request

Description

Request assistance in booking travel accommodations. Include preference for flights or specific flight numbers/times, whether hotel stay is required, relevant billing information, and request destination food and entertainment recommendations. The travel support request can include notice to other employees for informational purposes or for coordination of travel plans.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


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Business operations

Finance
Voucher load management
Askew Network Solutions
Askew Network Solutions

Voucher load management

Description

Solution for managing the uploading of hard costs to the firm’s accounting system. Do away with arcane command lines and waiting for timed loads. This solution uploads vouchers on demand and creates a record of the upload and the status returned from the accounting system. In many cases, the solution can retrieve the cost file from the vendor and start the workflow automatically, eliminating or at least minimizing staff time.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial Systems include Elite 3E, Elite Enterprise, and Aderant. Other systems can be accommodated in most cases.

Cost sources include: Chrome River, Lexis, Westlaw, FedEx, UPS, and many others.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive voucher load management—managed via phases lasting four to six weeks
Proforma markup
InOutsource
InOutsource

Proforma markup

Description

Draft bills typically require review and updates before distribution to clients. This simple workflow allows for routing of proformas for review, providing reminders and insight into deadlines utilizing email notifications and the Intapp Flow dashboard. Simply route an editable attachment, allowing responsible participants to request input, complete, and respond in a completely paperless format.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

General journal load management
Askew Network Solutions
Askew Network Solutions

General journal load management

Description

Solution for managing the uploading of General Journal entries to the firm’s accounting system. Do away with arcane command lines and waiting for timed loads. This solution uploads entries on demand and creates a record of the upload and the status returned from the accounting system.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial systems include Elite 3E and Elite Enterprise. Other systems can be accommodated in most cases.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive general journal load management—managed via phases lasting four to six weeks each
Cost load management
Pinnacle
Pinnacle

Cost load management

Description

Solution for managing the uploading of soft costs to the firm’s accounting system. Do away with arcane command lines and waiting for timed loads. This solution uploads costs on demand and creates a record of the upload and the status returned from the accounting system. In many cases, the solution can retrieve the cost file from the vendor and start the workflow automatically, eliminating or at least minimizing staff time.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial Systems include Elite 3E, Elite Enterprise, and Aderant. Other systems can be accommodated in most cases.

Cost sources include: Equitrac, Copitrak, NQueue, and many other sources.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive cost load management—managed via phases lasting four to six weeks
Client monies receipt
Pinnacle
Pinnacle

Client monies receipt

Description

This workflow, which can be initiated by fee earners or secretaries, alerts the Finance team when money is due to appear in the client account for a particular matter.

The workflow design assumes that:

  • Finance teams will use the Practice Management System to undertake actions
  • The Finance team is in three groups (Billing, Client Monies, Accounts Receivable)

Suitable for: Elite Enterprise and Aderant Expert

Requirements: Flow v3.1+, Elite Enterprise Web Services, Aderant Expert Web

Project Scope & Timeline

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings—typically this should take no more than a day.

Intapp Flow components provided:

  • One Intapp Workflow
  • One Intapp Form
  • Three notification templates (notification to Billing, Initiator, Accounts Receivable)

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: provided on a Time and Materials basis

Client check/cheque requisition
Pinnacle
Pinnacle

Client check/cheque requisition

Description

In this workflow, the user enters a client number, and depending on access right, the balance on the client account will be displayed. On submission this initiates a request to finance team to issue a check/cheque for the balance on the client account.

The workflow design assumes that:

  • Current balances are all stored within the Practice Management System
  • Finance teams will use the Practice Management System to undertake actions

Suitable for: Elite Enterprise, Elite 3E, and Aderant Expert

Requirements: Flow v3.1+, Elite Enterprise Web Services, Aderant Expert Web

Project Scope & Timeline

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings.

Intapp Flow components provided:

  • One Intapp Workflow
  • One Intapp Form
  • One notification template (notification to Finance team)

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: Provided on a Time and Materials basis

Bank statement load management
Askew Network Solutions
Askew Network Solutions

Bank statement load management

Description

Solution for managing the uploading of bank statements to the firm’s accounting system for reconciliation. Do away with arcane command lines and waiting for timed loads. This solution uploads statements on demand and creates a record of the upload and the status returned from the accounting system. If supported by the bank, the solution can retrieve the statement from the bank and start the workflow automatically, eliminating or at least minimizing staff time.

Askew Network Solution’s financial load solutions have uploaded millions of records in law firms worldwide. Let our expertise work for you.

Financial Systems include Elite 3E and Elite Enterprise. Other systems can be accommodated in most cases.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive Bank Statement Load Management—managed via phases lasting four to six weeks each
Trust disbursement request
Askew Network Solutions
Askew Network Solutions

Trust disbursement request

Description

Solution for managing requests for disbursements from trust accounts. The solution can provide matter trust balances at the time a disbursement is requested to help guide requestors to the correct matter and trust account. Approval processes can be customized according to the firm’s needs.

Askew Network Solution’s financial solutions have been assisting law firms worldwide for over 10 years. Let our expertise work for you.

Financial Systems include Elite 3E and Elite Enterprise. Other systems can be accommodated in most cases.

Project Scope & Timeline
  • Timelines vary significantly based on project scope
  • Basic Integration—one week
  • Comprehensive trust disbursement request management—managed via phases lasting four to six weeks
Multiple matter closure
Pinnacle
Pinnacle

Multiple matter closure

Description

This process allows finance administrators to select a list of matters for a partner. This populates a grid on the form where the finance administrators can choose which matters they would like to close.

On submission, sub-requests are triggered, which closes the matters on the PMS.

Suitable for: Elite Enterprise, Elite 3E, and Aderant Expert

Requirements: Flow v3.1+, Elite Enterprise Web Services, Aderant Expert Web

Project Scope & Timeline

We would demonstrate the workflow in our environment. This will highlight any changes required. A statement of work will be produced with detailed costings.

Intapp Flow components provided:

  • One Intapp Workflow
  • One Intapp Form
  • Four Intapp Integrations
  • One Intapp Integrate rules (close matters)

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: provided on a Time and Materials basis

Exception rates approval
Hyperion GP
Hyperion GP

Exception rates approval

Description

Approval process for engagements that apply exception negotiated timekeeper rates (from standard). When selecting working timekeeper, process will pull existing standard rate structure for reference and allow the requested rates to be entered for review. Integration with Elite Enterprise, Elite 3E, and Aderant Expert included.

Project Scope & Timeline

Typical eight-week program, inclusive of installation, configuration, testing, and production rollout.


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Business operations

Marketing & business development
Opportunity tracking
HBR Consulting
HBR Consulting

Opportunity tracking

Description

Generating request form to initiate BD opportunity tracking, reporting of BD opportunities (e.g., type of opportunity, scope of work, estimated value, probability, originator/credit, deadline, practice group, pitch team).

Project Scope & Timeline
  • Notifications of designated parties in the workflow, workflow transparency per step, completion checklists, reporting metrics (e.g., timing of steps, practice group statistics, win/loss rates)
  • Optional connections to Document Management System, Conflicts, Business Intake, CRM, and/or Financial systems
  • Development time varies based on complexity and availability of source data
RFP rapid response workflow
InOutsource
InOutsource

RFP rapid response workflow

Description

Coordinating resources to respond to an RFP or RFI can be a difficult process to manage. Oversight from senior lawyers, marketing/business development support, and office services tasks may all have to be requested within short order. This workflow process allows a lawyer or administrative resource to alert the firm to an incoming RFP, coordinate conflicts searches, responding resources, and other downstream steps.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Lawyer bio update workflow
InOutsource
InOutsource

Lawyer bio update workflow

Description

Lawyers are tasked with marketing their skills and expertise every day. A quick update to website bios can help to win prospective clients and keep content fresh. This workflow allows a lawyer or assistant to call up their existing bio and propose edits. The workflow allows for a centralized resource to review, standardize, and approve the updates before they are posted on the web.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


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Business operations

Vendor management
Purchase request
Hyperion GP
Hyperion GP

Purchase request

Description

Ability to send a request through for approval for purchasing equipment, software, licenses, etc.

Integration with Elite Enterprise, Elite 3E, and Aderant Expert included.

Project Scope & Timeline

Typical six-week program, inclusive of installation, configuration, testing, and production rollout.

New vendor approval
Hyperion GP
Hyperion GP

New vendor approval

Description

Approval process for purchases requiring a new vendor not in the current approved vendor list. Process also includes duplicate checking.

May be incorporated as a sub process in conjunction with a check request process or purchase request process. Integration with Elite Enterprise, Elite 3E, and Aderant Expert included.

Project Scope & Timeline

Typical 4-6 week program, inclusive of installation, configuration, testing, and production rollout.


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IT processes

Application-specific workflow
NetDocuments – report uploader
Feynbrook
Feynbrook

NetDocuments – report uploader

Description

Automatically import documents from SQL Server Reporting Services, Marketing/CRM, or Practice Management into NetDocuments workspace or ShareSpace.

Project Scope & Timeline

This solution can be used for collecting documents available via a web service (such as SSRS reports) and uploading the document to NetDocuments.

Connect to a web service source system, run a report, and have it automatically uploaded into NetDocuments with these options:

  • Add the file to a Client, Matter, or User workspace
  • Add the file to user home pages
  • Drop the file into a ShareSpace so the client gets instant access
  • Remove old reports (or make them old versions) so the latest report is always accessible at the same location
  • Initiate an Intapp Flow request for client manager to review before publishing

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – home page & favorites manager
Feynbrook
Feynbrook

NetDocuments – home page & favorites manager

Description

This set of Intapp Integrate rules and Intapp Flow forms allows firms to manage the Home Page and Favorite Workspaces for users automatically.

Project Scope & Timeline

The NetDocuments Home Page and Favorite Workspaces are two of the most popular features of the system. It allows users to get quick access to documents that they use regularly. This solution allows firms to add to or remove from these lists. It can be used to make the user’s experience richer or to ensure that critical content is placed in front of the user automatically.

This set of forms and rules has these capabilities:

  • Add document to selected groups home page
  • Add workspace to selected groups home page and favorite matters
  • Copy one users home page links to another user’s home page

An advanced modification of this solution can be used to automatically add matter workspaces to user’s Favorites based on their activity in the practice management system. For example, having recorded time against a particular matter could have that matter appear in Favorites.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – client/matter management
Feynbrook
Feynbrook

NetDocuments – client/matter management

Description

Improve the way that Client/Matter profile attributes and workspaces are created by using Intapp Integrate and Intapp Flow to wrap business logic around the process.

Project Scope & Timeline

The Client/Matter profile field attributes are the most important ones in your NetDocuments implementation. The free tools available from NetDocs are great, but sometimes you need just a little more control over the profile field creation process.

This solution can be used to manage Client/Matter data and provide regular reporting.

  • Upload Client/Matter data from practice management with full audit and/or authorization in a workflow request
  • Manage renames and key changes (where Client Number changes, for instance) either automatically or via an Intapp Flow Request, where users can choose whether to reprofile documents from old to new on a case-by-case basis

This solution will also provide a local copy of Client/Matter data in a database, regularly checked against NetDocs and your source system to ensure data integrity.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Intapp Flow – documentation of flow
Pinnacle
Pinnacle

Intapp Flow – documentation of flow

Description

This Intapp Integrate rule extracts the XML of any Intapp Flow Form and its associated InForm Integrations and emails them to a designated Pinnacle email address where an automated routine produces the attachment and emails back a spreadsheet, which will list all the sections in the form and the questions within it.

The following information is documented:

  • Where they appear on the form
  • Question ID
  • Question name
  • Type of question
  • List value integration name, location, and the SQL
  • Default integration name, location, and the SQL
  • Read only and hide conditions
  • Requirement Group

It was created to allow a client to automate the production of the documentation explaining the installation. This rule allows for the automated updating of one of our Appendices. It also allows for the comparison of different instances of OPEN; for example, Live and Development or CTE. The rule could save the results into the firm’s DMS.

Project Scope & Timeline

Intapp Flow components provided:

  • One Intapp Integrate rules

Documentation: Technical overview summary document—no client specific documentation is provided.

NetDocuments – workspaces for non-matter cabinets
Feynbrook
Feynbrook

NetDocuments – workspaces for non-matter cabinets

Description

Add a user-driven workflow to the creation process for non-Client/Matter cabinets; for example, creating project workspaces in the Administration cabinet.

Project Scope & Timeline

Law firms generally have one NetDocuments cabinet dedicated to Clients/Matters, and workspaces are generated automatically from integrations with the practice management systems. Optionally, firms have additional cabinets for Administration documents—such as IT, HR, Finance, and Operations. In these cabinets, the workspaces are created manually, with these problems:

  • No defined approval process, causing duplication and bad naming conventions
  • There is no source data to integrate with and no audit trail
  • Reliant on a Systems Administrator to create them, causing delays

This solution is an Intapp Flow workflow, which has an approval process, full audit trail, and instant creation for new workspaces in Administration cabinets. Users can request a workspace, have it authorized by their manager, and instantly have the workspace appear in the right place.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – private user workspaces
Feynbrook
Feynbrook

NetDocuments – private user workspaces

Description

This workflow allows firms to automatically create private user workspaces in a dedicated Staff cabinet, encouraging users to file “WIP” and personal documents into NetDocuments.

Project Scope & Timeline

Good document management and data governance mean making sure that all documents are stored in NetDocuments, including “Personal” and documents that are not ready to be filed in a Client workspace. Without an easy way to store these in NetDocuments, users will save these documents to other locations, including C drives and open-access shared folders.

The solution is to create private user workspaces in a Staff cabinet, with appropriate security so the user is confident colleagues and clients cannot see what they save. The workspace also needs to be accessible easily.

Our Private Workspace solution can:

  • Watch Active Directory or any other source for user data
  • Automatically create a workspace for that user in a custom Staff cabinet
  • Apply appropriate security to the workspace
  • Add a shortcut to the workspace to their home page, providing quick and easy access

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – folder uploader
Feynbrook
Feynbrook

NetDocuments – folder uploader

Description

Watch a network folder for documents and upload them into NetDocuments, either automatically or by initiating an Intapp Flow workflow.

Project Scope & Timeline

This solution can be used for integrating scanners or any other system, that drops files onto a fileshare.

Watch a folder for new documents and upload to a NetDocuments workspace or folder:

  • Automatically based on metadata of the document, or
  • Initiate an Intapp Flow request for a team to process before initiating the upload from within the form

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilties for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – attachment uploader
Feynbrook
Feynbrook

NetDocuments – attachment uploader

Project Scope & Timeline

Import attachments from an email sent to a dedicated mailbox and create a workflow or file the document directly to a workspace.

Give any type of form or document to clients and ask them to return it to a dedicated mailbox. As documents come in, run validation checks, then import the document into NetDocs workspace and/or initiate a workflow for the correct team to action the client request.

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

Elite Enterprise – loading matters into Elite
Pinnacle
Pinnacle

Elite Enterprise – loading matters into Elite

Description

Developed for importing matters in bulk, particularly for lateral hires or patents or trademarks. This Intapp Integrate rule loads matters from an excel spreadsheet into Elite Enterprise using the elite web service.

Project Scope & Timeline

Intapp Flow components provided:

  • One Intapp Integrate rules

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: Provided on a Time and Materials basis


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IT processes

Email/Fax
Fax acknowledgement
Aurora North Software
Aurora North Software

Fax acknowledgement

Description

Incoming Fax workflow for staff reviewed or automatic response generation for receipt acknowledgement for a new fax using Intapp Flow. Fax Acknowledgement module also manages receipts related to outgoing faxes requiring acknowledgement from the recipient.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Email reporting
Aurora North Software
Aurora North Software

Email reporting

Description

Working in conjunction with Incoming Document Capture using Intapp Flow to set up configurable criteria for identifying a Client Reporting event. The resulting Client Reporting Workflow references the incoming document and uses an approval process for reviewing and sending automatically generated emails drafted for the client in regard to the incoming document. Intapp Flow workflows are used to manage approval process, event, and email template management.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


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IT processes

DMS/Workspace management
Workspace management
Aurora North Software
Aurora North Software

Workspace management

Description

Intapp Flow can be used as a management tool, setting up managing automated integration tasks with the Document Management Workspace, as well as project and folder setup tasks for existing matters.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

NetDocuments – report uploader
Feynbrook
Feynbrook

NetDocuments – report uploader

Description

Automatically import documents from SQL Server Reporting Services, Marketing/CRM, or Practice Management into NetDocuments workspace or ShareSpace.

Project Scope & Timeline

This solution can be used for collecting documents available via a web service (such as SSRS reports) and uploading the document to NetDocuments.

Connect to a web service source system, run a report, and have it automatically uploaded into NetDocuments with these options:

  • Add the file to a Client, Matter, or User workspace
  • Add the file to user home pages
  • Drop the file into a ShareSpace so the client gets instant access
  • Remove old reports (or make them old versions) so the latest report is always accessible at the same location
  • Initiate an Intapp Flow request for client manager to review before publishing

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – home page & favorites manager
Feynbrook
Feynbrook

NetDocuments – home page & favorites manager

Description

This set of Intapp Integrate rules and Intapp Flow forms allows firms to manage the Home Page and Favorite Workspaces for users automatically.

Project Scope & Timeline

The NetDocuments Home Page and Favorite Workspaces are two of the most popular features of the system. It allows users to get quick access to documents that they use regularly. This solution allows firms to add to or remove from these lists. It can be used to make the user’s experience richer or to ensure that critical content is placed in front of the user automatically.

This set of forms and rules has these capabilities:

  • Add document to selected groups home page
  • Add workspace to selected groups home page and favorite matters
  • Copy one users home page links to another user’s home page

An advanced modification of this solution can be used to automatically add matter workspaces to user’s Favorites based on their activity in the practice management system. For example, having recorded time against a particular matter could have that matter appear in Favorites.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – client/matter management
Feynbrook
Feynbrook

NetDocuments – client/matter management

Description

Improve the way that Client/Matter profile attributes and workspaces are created by using Intapp Integrate and Intapp Flow to wrap business logic around the process.

Project Scope & Timeline

The Client/Matter profile field attributes are the most important ones in your NetDocuments implementation. The free tools available from NetDocs are great, but sometimes you need just a little more control over the profile field creation process.

This solution can be used to manage Client/Matter data and provide regular reporting.

  • Upload Client/Matter data from practice management with full audit and/or authorization in a workflow request
  • Manage renames and key changes (where Client Number changes, for instance) either automatically or via an Intapp Flow Request, where users can choose whether to reprofile documents from old to new on a case-by-case basis

This solution will also provide a local copy of Client/Matter data in a database, regularly checked against NetDocs and your source system to ensure data integrity.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – workspaces for non-matter cabinets
Feynbrook
Feynbrook

NetDocuments – workspaces for non-matter cabinets

Description

Add a user-driven workflow to the creation process for non-Client/Matter cabinets; for example, creating project workspaces in the Administration cabinet.

Project Scope & Timeline

Law firms generally have one NetDocuments cabinet dedicated to Clients/Matters, and workspaces are generated automatically from integrations with the practice management systems. Optionally, firms have additional cabinets for Administration documents—such as IT, HR, Finance, and Operations. In these cabinets, the workspaces are created manually, with these problems:

  • No defined approval process, causing duplication and bad naming conventions
  • There is no source data to integrate with and no audit trail
  • Reliant on a Systems Administrator to create them, causing delays

This solution is an Intapp Flow workflow, which has an approval process, full audit trail, and instant creation for new workspaces in Administration cabinets. Users can request a workspace, have it authorized by their manager, and instantly have the workspace appear in the right place.

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – private user workspaces
Feynbrook
Feynbrook

NetDocuments – private user workspaces

Description

This workflow allows firms to automatically create private user workspaces in a dedicated Staff cabinet, encouraging users to file “WIP” and personal documents into NetDocuments.

Project Scope & Timeline

Good document management and data governance mean making sure that all documents are stored in NetDocuments, including “Personal” and documents that are not ready to be filed in a Client workspace. Without an easy way to store these in NetDocuments, users will save these documents to other locations, including C drives and open-access shared folders.

The solution is to create private user workspaces in a Staff cabinet, with appropriate security so the user is confident colleagues and clients cannot see what they save. The workspace also needs to be accessible easily.

Our Private Workspace solution can:

  • Watch Active Directory or any other source for user data
  • Automatically create a workspace for that user in a custom Staff cabinet
  • Apply appropriate security to the workspace
  • Add a shortcut to the workspace to their home page, providing quick and easy access

By combining NetDocuments APIs and Intapp Flow/Intapp Integrate, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – folder uploader
Feynbrook
Feynbrook

NetDocuments – folder uploader

Description

Watch a network folder for documents and upload them into NetDocuments, either automatically or by initiating an Intapp Flow workflow.

Project Scope & Timeline

This solution can be used for integrating scanners or any other system, that drops files onto a fileshare.

Watch a folder for new documents and upload to a NetDocuments workspace or folder:

  • Automatically based on metadata of the document, or
  • Initiate an Intapp Flow request for a team to process before initiating the upload from within the form

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.

NetDocuments – attachment uploader
Feynbrook
Feynbrook

NetDocuments – attachment uploader

Project Scope & Timeline

Import attachments from an email sent to a dedicated mailbox and create a workflow or file the document directly to a workspace.

Give any type of form or document to clients and ask them to return it to a dedicated mailbox. As documents come in, run validation checks, then import the document into NetDocs workspace and/or initiate a workflow for the correct team to action the client request.

By combining NetDocuments’ powerful APIs and the Intapp suite, the possibilities for elegant solutions are endless. We are experts in both NetDocuments and Intapp and can help your firm deliver exceptional service to your clients and users.


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IT processes

IT/Staff requests
IT change requests
HBR Consulting
HBR Consulting

IT change requests

Description

Generating request forms for add/change request, verifying approvals, tracking of basic (e.g., add an application for an individual requestor) to significant nonemergency changes to systems (e.g., upgrade to SQL Server, Windows system configuration change).

Project Scope & Timeline
  • Notifications of designated parties in the workflow, workflow transparency per step, scheduling and sequencing of changes, testing checklists, tracking of versions/updates in IT documentation
  • Optional connections to IT Help Desk systems
  • Development time varies based on complexity and availability of source data
Extranet request
InOutsource
InOutsource

Extranet request

Description

This workflow allows lawyers and support staff to request creation of an extranet for client collaboration. Collect validated client and matter information for potential chargeback, along with parameters for usage. This includes the type and detail of the extranet, external user accounts needed, and other pertinent details customized by your firm. Regular updates can be provided by the workflow, prompting practice group resources around retiring the extranet when appropriate and duplicating hosted content in firm-approved repositories, if needed.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

User data sync
InOutsource
InOutsource

User data sync

Description

Propagation of user information from system to system typically is a difficult process for any organization to manage. Firms regularly contend with duplicate user records, accounts with no correlation in other important systems, and users with improper access rights. This workflow allows Human Resources or IT administrators to kick off propagation of users from a single “system of record” to integrated firm systems. Whether pulling from Active Directory, a Master Data Directory, or the firm’s practice management system, user information will be created in integrated systems such as the DMS, Records management system, conflicts and intake, time entry, and other important repositories. A control report will make the initiating user aware of any issues or concerns related to the user propagation and provide regular overnight comparison user accounts between core systems.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Help desk ticket
InOutsource
InOutsource

Help desk ticket

Description

Submit a help request easily to IT, providing standardized answers to required questions and the ability to upload attachments like log files or error messages. Requests can be claimed from a queue by IT resources, and the requesting user can monitor who has claimed the request and its status toward resolution. IT resources can easily review and report on volume of requests and search past requests for clues towards resolution.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Device updates
InOutsource
InOutsource

Device updates

Description

IT can utilize this workflow to remind users of required mobile device updates like security patches or installation of updated MDM software. End users can also initiate requests for installation of software, unlocking of devices, assistance with secure token technology, or new firm-issued devices.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


Term Icon

Legal practice

Document service center/Routing
Document request management
Stickleback Technologies
Stickleback Technologies

Document request management

Description

The document request solution encompasses document request management via a centralized team, with a wide range of service delivery options and completion back to the original requestor.

The solution allows teams to manage request allocation, whether as individuals or groups, with specific instructions concerning each person’s part in the creation process to improve the dissemination of tasks.

There is also control of regional variations, automated time zone corrections, and the control of confidential materials.

The process has been designed to reduce bottlenecks and maximize throughput to ensure that deadlines are met. Process alerts and notifications are configured to ensure that users have timely access to their requests. This process can be initiated from an email account, a folder drop box, or direct data input.

While the process can run standalone, it can also integrate with different practice and financial systems, including Elite and Aderant, to better manage the document request process.

Documents attached to the process can be saved to DMS systems such as iManage and/or uploaded to collaborative solutions like Box, HighQ, etc.

Project Scope & Timeline

DRM is a pre-built template workflow that includes submissions, triage, resource allocation, tracking, notifications, and dashboards.

The objective is to quickly deliver a working solution that can be iteratively enhanced by either the customer development team or Stickleback. Project scope includes a detailed review of out-of-the-box capability versus customer specific requirements, a detailed gap analysis, project delivery plan, customization as deemed appropriate, deployment, handover, and training as required.

Document service center
Aurora North Software
Aurora North Software

Document service center

Description

Document assistance request, group queue, and response templates using Intapp Flow to manage requests from a group of centralized individuals focused on document preparation and editing tasks for timekeepers. The Document Service Center allows viewing of existing document action requests and archived histories of previous requests. Integrations with Document Management Systems are available.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Document preparation requests
HBR Consulting
HBR Consulting

Document preparation requests

Description

Generating request forms, tracking, reporting of various types of requests made to legal assistants, word processors, clerical staff (e.g., type of request, time of day, turnaround time requested, time to completion, requestor name, practice group, operator).

Project Scope & Timeline
  • Notifications of designated parties in the workflow, workflow transparency per step, real-time monitoring, reporting metrics with individual steps, department summaries, total cycle time
  • Optional connections to a calendaring/available system, Document Management System, time reporting with varying time codes, and/or third-party vendor systems
  • Development time varies based on complexity and availability of source data

Term Icon

Legal practice

Knowledge management
Paperless polling workflow
InOutsource
InOutsource

Paperless polling workflow

Description

Allow your users to generate a poll for input from specified individuals or existing groups. Based on the user initiating the poll, the user can create a simple Yes/No or text-input poll. The user will control distribution to individual recipients or groups (i.e., all Partners, IT Department, or Litigation Practice Group). Based on the role of the recipient, the poll can be reviewed prior to distribution. The polling questions will be distributed via email links, allowing recipients to easily collect responses. Monitor responses in process from the Intapp Flow dashboard or collect email responses from recipients.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

External company data integration
Pinnacle
Pinnacle

External company data integration

Description

Developed for a number of clients and a number of scenarios, these questions, InForm integrations, and Integration Builder rules allow firms to request and incorporate company data from any external data provider.

The questions enable the user to select an organization from a list. Having selected the organization, additional data is retrieved from the data provider. This data can then be used within the workflow forms or simply passed to other systems such as the Practice Management System or CRM system.

Data that has been collected to date includes – static info such as date of incorporation, registered name, etc.; previous names, directors, shareholders, mortgage and debt information, industry sector, employee, and turnover figures, etc.

The application has been used for Anti-Money Laundering checks, Credit Assessments, Data cleansing and quality management, and for reducing the data entry requirements of the fee earners and secretaries in New Business Intake situations.

The solution is architected to ensure that the data is not refreshed more frequently than necessary – so if a search has already been run that day for that organization, it will not be rerun. This minimizes the costs for firms that have a per click or “per search” license.

Intapp Integrate rules have been developed to interface with Bureau van Dijke, Avention/OneSource, CreditSafe.

Project Scope & Timeline

Intapp Flow components provided:

  • One Workflow Form – for illustrative purposes
  • Sample InForm Integrations
  • SQL script for creating required Custom Tables – for storing the data
  • Two Intapp Integrate rules

Documentation: Technical overview summary document—no client specific documentation is provided

Ongoing Support: Provided on a Time and Materials basis


Term Icon

Legal practice

IP practice automation
PairLink (patent retrieval)
Aurora North Software
Aurora North Software

PairLink (patent retrieval)

Description

PTO document download, release to document management system and matter attorney internal tasks assignment and docketing system integration.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

IDS generation
Aurora North Software
Aurora North Software

IDS generation

Description

Leveraging integration with the firm’s docketing system, Intapp Flow manages Matter Families or IDS Matter groups which have common references prior- art. Grouping of Matters and the ability for cross association of prior-arts against grouped matters provide an actionable matrix of association options. The ability to employ approval opportunities and streamlined, automated IDS Generation provides opportunities to streamline the Information Disclosure Statement generation and submission process.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Incoming document capture
Aurora North Software
Aurora North Software

Incoming document capture

Description

Leveraging a suite of monitoring services, Intapp Flow initiates and manages a workflow that references and takes actions on newly arrived correspondence received by exchange email box, fax, scan, or FTP.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Formalities document request
Aurora North Software
Aurora North Software

Formalities document request

Description

Intapp Flow provides request forms and actionable workflow steps to manage interactions between a timekeeper and a document support specialist for communication and response for a formalities request.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


Term Icon

Risk management

Professional compliance
Vendor governance & compliance tracking
HBR Consulting
HBR Consulting

Vendor governance & compliance tracking

Description

This solution allows requesting, compiling, and reporting of vendor compliance with protection of Personally Identifiable Information (PII), Protected Health Information (PHI), and general information security compliance information that is needed for Client requests.

Project Scope & Timeline
  • Notifications of designated parties in the workflow, workflow transparency per step, completion of checklists, supplemental reports for compliance purposes
  • Optional connections to Procurement and/or Business Analytics systems
  • Development time varies based on complexity and availability of source data
Sign-off central management
InOutsource
InOutsource

Sign-off central management

Description

Sizable organizations require regular acknowledgement and documentation on a variety of policies from technology usage to review of employee handbook updates. This workflow allows you to circulate updated documentation or links to this material and solicit electronic approval in the form of workflow approval. Effectively notify large groups with a single click, and track submission of responses. The firm can customize each notification, the time frame for response, and the frequency of reminders.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

CLE credit maintenance
InOutsource
InOutsource

CLE credit maintenance

Description

This solution provides a method for a lawyer or their assistant to call up the current CLE credits attained. New CLE requests can be submitted, routing the required documentation to responsible parties for submission.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Stock ownership reporting
InOutsource
InOutsource

Stock ownership reporting

Description

When lawyers purchase stock for their personal portfolios or obtain ownership interests in outside companies, this information must be reported to the firm. The workflow allows lawyers to notify the firm, providing information for conflicts searching and insurance databases. This request can be made in advance of purchases or as a self-reporting option after the event.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Legal hold requests
HBR Consulting
HBR Consulting

Legal hold requests

Description

Generating request form to initiate legal hold (e.g., requestor name, relevant custodians, description of hold circumstance, hold until date), tracking, reporting.

Project Scope & Timeline
  • Notifications of designated parties in the workflow, completion checklists, supplemental reports for compliance purposes, initiation of request to Intapp Walls, including links to Document Management System
  • Optional connection to Records system
  • Development time varies based on complexity and availability of source data
Audit response
InOutsource
InOutsource

Audit response

Description

The audit response workflow allows lawyers or administrative staff to initiate a new audit response request. The workflow tool relies on existing reporting or data aggregation to collect the timekeepers that must review and respond to the information. Set a threshold for minimum billable hours and the time frame required for a response. Users will be alerted and reminded via email that their responses are required, with all responses coming to a centralized risk management resource for review and preparation of a final response.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.


Term Icon

Risk management

Records management
Workroom request
InOutsource
InOutsource

Workroom request

Description

Request a workroom and associated services through this Information Governance workflow. See available space and combine your request for file delivery, computer or other technology setup, and enforce limited durations of stay. Information Governance can track the request to monitor usage and any variation from the requested duration. The workflow can be configured to remind a responsible user when the request is nearing the end of its duration, and allow for request of an extension, if you choose.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Request office pickup
InOutsource
InOutsource

Request office pickup

Description

Request pickup of material from a specific firm location or office. The workflow allows the user to provide information about the type of material to be retrieved and post-processing required. This might include copy jobs, boxes to relocate, or material for overnight shipping. For shipping requests, collect address information that can be verified through the USPS for certain delivery to a proper address, including validated client/matter information for chargeback purposes.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Folder creation request
InOutsource
InOutsource

Folder creation request

Description

Flexibility to manage standardized physical folder creation requests is not possible in all Records Management Systems. Create a completely custom request workflow, allowing you to bypass system limitations and provide a centralized and consistent interface. The workflow allows for detailed delivery instructions, practice-specific taxonomy adherence, and high-volume requests. You are no longer stuck with the basic and inflexible interface provided by your RMS!

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Retention approval
InOutsource
InOutsource

Retention approval

Description

Based on your firm’s retention schedule, records related to a matter often require some form of review or acknowledgement after a standard retention period. Configure this workflow to allow request of a formal review, delegate approval for destruction or return to client, and enforce notification to clients, culminating in the destruction of physical and electronic content related to a matter, when approved.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Offsite storage retrieval request
InOutsource
InOutsource

Offsite storage retrieval request

Description

Request retrieval of boxes or folders from off-site storage providers. Prompt users for details of the request, alerting them to associated costs for time-sensitive delivery. Also prompt for validated client/matter information to ensure delivery of the correct material and to collect information for future analysis or chargeback.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

Destruction Request
InOutsource
InOutsource

Destruction Request

Description

Workflow allows a lawyer or staff member to request destruction of physical or electronic content owned by the firm or pertaining to a client. Request standard reasoning related to these requests to determine if the action is in response to client request, court order, or other reasons. Automatically notify required IT and Information Governance resources, collecting their acknowledgement within the centralized request.

Project Scope & Timeline

Project scope and timeline contingent on specific customer requirements.

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