Thursday, May 28, 2015

Shepherd and Wedderburn Invests in Matter Intake, Compliance & Lawyer Visibility

Shepherd and Wedderburn, a leading UK law firm with offices in Edinburgh, Glasgow, Aberdeen and the City of London, has selected Intapp Open and Intapp Flow to increase visibility across firm-wide software systems and business processes.
Shepherd and Wedderburn will be using Intapp Open to modernise its matter intake system, enabling the risk team to monitor compliance more effectively and reducing administrative burdens on lawyers and support staff. In addition, Shepherd and Wedderburn is implementing Intapp Flow to automate business processes such as matter closing, to enhance business efficiency.
Said the Firm's IT Director, Paddy Toner:
  • "Given the increased focus on risk and compliance across the legal industry, we wanted a single application that could give us visibility into the entire matter intake process, and standardise how we manage other workflows. Intapp Open and Intapp Flow provide us with a modern, industry-standard approach to monitor, report and analyse business processes throughout the firm."
    "Intapp Open also offers our lawyers better visibility into the status of new matter requests."

Aurora North Software, a certified full-service Intapp partner, is leading the implementation with Shepherd and Wedderburn and conducting a series of training sessions.

Shepherd and Wedderburn's decision follows its successful implementation of Intapp Wall Builder, which the firm uses to manage security of sensitive client data. The firm implemented Wall Builder last year to replace ad hoc, manually intensive approaches with a single interface that enables organisations to centrally control, monitor and report on the entire confidentiality lifecycle.

Said the Firm's Application Manager,  Steve Dalgleish:
  • "We've been impressed with how effective Intapp Wall Builder has been in simplifying how we manage and protect client data – increasing information security without involving IT at every step. We look forward to applying the Intapp approach to our matter intake process and other workflows, which will improve visibility, standardise processes, and increase business efficiency."

Visit for more information on Intapp Open new business intake and conflicts management software, or to request a demonstration.

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