Intapp Workflow Automation
Drive Operational Efficiency Across Your Organization
Modernizing professional services delivery means redefining and automating workflows by key legal and business processes.
Speed up communications, approvals, and decisions. Rapidly deploy processes often in two weeks or less.
Streamline workflows, eliminate the need for complex and custom coding, and empower IT teams, business services, and practices to rapidly build and automate key processes.
Reduce Costs and Human Error
Use technology to automate back-office processes or pieces of disaggregated engagements to reduce effort and costs. Improve quality and reduce human error.
Connect firm clients to professionals and business services, enabling client reviews, updates, and approvals through external-facing processes.
Advanced Task Management
Enables firms to easily assign and automate tasks management for individual users or groups as part of a workflow or on an ad hoc basis. Tasks can be managed from the native mobile applications, allowing users to be productive on the go.
Smart Designers to Reduce Complexities
With low coding and no requirement for custom programming, firms can rapidly deploy processes often in two weeks or less. The designers allow for one-click deployment, reducing the complexities around processes deployment.
Collaborate with Clients
Intapp Workflow Automation capabilities provide a platform for clients to review, update, and approve information through external-facing processes. It helps share the right level of information in a secure way to keep clients informed and engaged throughout the process lifecycle.
Standardized, Repeatable, and Auditable Processes
Standardize key processes — such as cash access management, trust disbursements, invoice payment — as opposed to following a manual, ad hoc approval process. Intapp Workflow Automation not only helps make these processes repeatable, but with a comprehensive audit trail, firms would have this information readily available in case of an audit.
Rapid Deployment and ROI with Templates
Rapidly automate and deploy processes with more than 20 out-of-the-box templates. Intapp Solutions Marketplace further provides 85+ templates across 17 categories.
Accelerate Your Workflow Delivery with Partner Solutions
Visit the Intapp Solutions Marketplace to browse partner-built, firm-ready solutions that accelerate automating front- and back-office processes.
- Lateral/staff hires (joiners)
- Temporary (summer) hires
- Lawyer/staff departures (leavers)
- Candidate recruitment
- HR requests
- Accounts payable
- Expenses reimbursement
- Lawyer referral tracking
- PO requests
- Transportation requests
- Conference room
- Visiting staff provisioning
- Courier requests
Driving Meaningful Change with Paperless Efficiency
Lerner David is a highly respected intellectual-property law firm with offices in the United States and China. Seeking to eliminate its inefficient workflows, the firm adopted Intapp Workflow Automation to help streamline the process of paper movement. As a result, processes that once took days or even weeks to accomplish are now completed in mere hours.
Legal Technology: Better Together
Joanna Goodman of The Law Society Gazette interviews BLM and DAC Beachcroft representatives about their firms’ collaboration on a groundbreaking project involving full IT integration with their insurance client’s claims management system.
Products and Packages
Helps streamline IT architectures, implement master data management frameworks, and automate a variety of critical business functions.
A fresh approach to workflow and legal practice automation
Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.