Purpose-built to address the complex, specialized needs of law firms, Intapp’s platform is the industry standard for client lifecycle management — adopted by the majority of mid-sized and large firms globally. At InOutsource, we take pride in our long and unmatched track record with Intapp projects. We have a 100% success rate across over 200+ engagements.
Part of what drives that success is our ability not only to implement Intapp software at a technical level (and, increasingly, migrate existing solutions to the cloud) — but also to take advantage of the unique breadth of subject matter expertise our consulting teams bring to each project.
Our experts teams provide assessments, advice, and policy creation and technical services, tackling issues including risk, conflicts, compliance and information governance. And as the Intapp connected platform continues to create new opportunities for insight, we’re helping firms connect data more effectively with decisions, working with our analytics practice.
Our integrated approach focuses on designing, delivering, and extending solutions that meet your unique needs and integrate well into the broader context of firm practices and priorities.
We apply two decades of process consulting experience to implement new business inception solutions. These projects may include mapping existing workflow definitions and forms to the new system, enhancing existing processes, or creating fresh process definitions. Engagements often also include data conversion from legacy systems and creation of NBI reports and dashboards. In many instances we work with clients to develop “associated” workflows, including standalone conflicts check requests, client/matter maintenance requests and more.
Our consulting teams include experts who have worked in-house at law firms as risk management operational leaders, bringing extensive real-world experience. Conflict software projects may include data conversion and cleanup services, integration with intake processes (where deployed separately), configuration of PDF and/or interactive conflicts reports, and other optimization of Intapp product capabilities. We often also deliver detailed training and support clients during the change management / adoption phase and beyond.
We combine our unique ability to bridge Intapp technology and information governance best practices, enabling firms to more effectively collaborate and manage content using Intapp Workspaces. These projects may include integrating key systems and data, creating of relevant templates and taxonomies, automating provisioning and configuration of Microsoft Teams workspaces (e.g. membership, access rights, folder structure, linked content) as part of matter inception.
The future of the Intapp OnePlace platform is in the cloud. While Intapp has committed to supporting and upgrading on premises systems for years to come, we increasingly work with firms looking to take advantage of the benefits the cloud provides by migrating their existing software. To deliver a smooth experience, we typically start with an assessment that identifies data, functionality, and other mapping issues. Based on that we can develop more details plans and timelines, and scope migration costs.
With Intapp placing new limitations on the creation of integrations using SQL-based Query Integration in preparation for the eventual phase-out of that feature, all firms should be getting familiar with Intapp’s native “Data Sets” functionality. Now is the time to start outlining transition plans. We have identified key steps every firm should start taking in the short term, and stand ready to help plan and execute these transitions. [Read more about Transitioning from Query Integration]
Running an effective and compliance conflicts process depends on having complete and accurate information. If you’re using a non-Intapp, legacy conflicts system, chances are high that data integrity issues are lurking, undiscovered. We help organizations identify and remediate critical data quality issues in their conflicts database. We also can provide data health check reviews for Intapp Conflicts to make sure information is properly stored, clean, and accurate.
For organizations looking to address ongoing data quality management activities in house, we offer proprietary maintenance tools. These allow non-technical users to maintain code tables like Offices, Practice Areas, Affiliations, and more. Intuitive forms and workflows allow users to make changes and updates, without risking serious referential integrity issues or broken processes. Access to these forms and specific sets of data can be restricted using user and role based controls.
Eric Mosca shares his insight along with practical guidance on navigating Intapp’s shift form Query Integrations to Data Sets.