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    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
Aurora North

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
Aurora North

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
Aurora North

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
Aurora North

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
Aurora North

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
Aurora North

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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