Wednesday, August 28, 2013

New Business Intake & Conflicts Management - New Developments

Marshall, Gerstein & Borun LLP has selected Intapp Open to streamline and automate its new business acceptance and conflicts management processes.

Said the Firm's IT Director, Kimberly Giertz:
  • "As a firm specializing in intellectual property law, we consistently take on a high volume of new matters and wanted to update our internal tools and processes to streamline business inception."
  • "We evaluated several software options for enhancing intake and conflicts management and quickly determined that the innovative approach offered by Intapp Open, with its modern architecture, quick configurability and polished user interface, would best position our firm to address our long term objectives."
Today, multiple market trends are putting new pressures on law firms to transform the way they evaluate and engage new business. These include clients with increasing service 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 intake and conflicts management processes to better align client selection and terms of business with overall strategy, service models and internal policies.

Intapp Open replaces conventional approaches with an application specifically designed to streamline how new clients are evaluated and new matters are created. It offers an intuitive, audience-specific user experience, tuned for management, lawyer, IT and risk stakeholders.

An important pillar of the product's philosophy is supporting a broad network of independent service partners. (This is designed to addresses a too-common conflict of interest, where vendor-provided implementation and consulting services are treated as a profit center and organized to extract significant ongoing revenue, rather than enabling quick customer success.)
  • “We’re very pleased that Intapp has built a software delivery model that encourages us to work with the services partner that’s right for us,” added Giertz. “Our experience with Aurora North has been first rate. Chris Kave and his team bring an impressive mix of legal software, data management and business process expertise to the project.”
  • "Because it's specifically designed for business acceptance, Intapp Open provides law firms with a more effective way to handle client and matter onboarding and conflicts management than legacy products, which require extensive customization and expensive custom development," said Christopher Kave, Founder and Principal, Aurora North Software. "We're proud to partner with Intapp to deliver an innovative approach to inception to the legal community.”

Commenting on Marshall Gerstein's Decision, Product Manager Milan Bodbe  added:
  • "We've seen tremendous interest in the product from the legal community and have received consistently positive feedback about our professional services philosophy, which creates incentives that put customer interests first.."
Visit for more information on how Intapp Open enhances law firm new business intake and to request more information or a demonstration.

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