- “New matter intake is an essential business process critical to firm performance, lawyer productivity and client service. After reviewing several options, we selected Intapp Open to enhance our intake process because of the product’s unique combination of features, including its sleek user interface, simple yet flexible process designer, and extensive data integration and quality management capabilities."
- "We see Intapp as a strategic technology partner, offering innovative software, an ambitious vision, and deep subject matter expertise that will benefit our firm for many years to come."
- "We wanted intake software that would cleanly integrate with our existing software systems, data repositories and business processes, while also allowing non-technical risk administrators to change forms and modify processes quickly, without forced dependency on external consultants. Intapp Open was the clear choice because it was designed with this exact philosophy in mind, by a vendor truly committed to empowering its customers. The software enables us to evaluate new business consistently, apply internal policies and speed matter opening times, without disrupting lawyer productivity or client service."
Today, multiple trends are pressuring firms to improve how they evaluate and engage new business. These trends include clients with increasing expectations, and a risk landscape with evolving regulatory rules, compliance requirements and professional standards. In response, firms are looking to increase the sophistication, efficiency and agility of their business inception and conflicts management processes to enhance internal efficiency, reduce risk and improve lawyer productivity.
Intapp Open delivers a fresh approach to new business acceptance (intake process management and conflicts clearance). It offers unique features, including a flexible business rules engine that enables effective management of practice-specific matter evaluation procedures as well as conflicts clearance practices that may be centralised, distributed among lawyers and practice heads, or both, depending on firm preferences. It doesn't require firms to wrestle with development tools or write a single line of custom code, while providing an architecture that simplifies change management, data integration and system automation.
And, at the same time, For organizations looking to address custom processes, Intapp Open supports the creation and management of additional business workflows, all leveraging a centralized, modern platform.
Visit Intapp.com for more information on how Intapp Open enhances law firm new business intake and workflow management and to request more information or a demonstration.