Wednesday, September 17, 2014

New Business Intake & Conflicts – Wiggin Goes to the Cloud

Media and technology law firm Wiggin has implemented Intapp Open for new business intake (NBI) and conflicts management. Pinnacle, a provider of specialist consulting services, executed the Intapp Open implementation as part of a broader Wiggin initiative to virtualise and host its entire IT infrastructure in a private cloud environment.

Wiggin, a highly regarded boutique firm with an innovative approach to legal services delivery, is well known for its strategic approach to outsourcing key aspects of its operations. Pinnacle completed the project, which included integration of Intapp Open with Creditsafe for conflict reports, within 35 days.

Said the Firm's Chief Executive Officer, John Banister:
  • "Intapp Open has transformed how we evaluate new business and manage potential client conflicts – a sensitive issue in the fast-paced media and technology industries. The product’s integration with Creditsafe has streamlined our process for new business review, and the ability to apply business rules to conflicts reports enables us to quickly identify and prioritise issues that need to be addressed."
  • "Migrating our IT infrastructure to a private cloud has been a major priority for our business, and we’re thrilled with the work that Pinnacle did in accelerating the implementation and integration of Intapp Open with our virtual environment."
Intapp Open was chosen to replace Wiggin’s legacy workflow system for NBI, which was difficult to maintain and could not be virtualised. Faced with the prospect of a costly and complicated upgrade of its existing system, which would have required re-implementation of business processes from scratch, the firm seized the opportunity to adopt a fresh approach to new business intake with Intapp Open.

Pinnacle worked with Wiggin to configure the Intapp Open forms and flows to fit the firm’s unique business model; managed integration with other applications that were part of Wiggin’s new virtual environment including Elite Enterprise; and coordinated with its cloud services provider throughout the project.

Said the Intapp Risk Practice VP,  Pat Archbold:
  • "Increasingly, new business intake is about improving client selection and financial performance for firms as much as it is about risk management. The work that Pinnacle and Wiggin have done to integrate Creditsafe for client review is a great example of how the Intapp Open platform is changing the way law firms take on new business."
Visit for more information on Intapp Open new business intake and conflicts management software, or to request a demonstration.

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