Intake Intelligence™
BI for New Business and Lateral Acceptance
Unlock Risk Performance Insights:
Efficiency, Timing & Trends
Over the past decade, law firm new business intake, conflicts clearance, and client compliance capabilities have evolved significantly. As firms have adopted modern software, expanded use of specialized resources, and re-aligned staffing models, they’ve seen tremendous improvements in turnaround time and efficiency when conducting client due diligence, opening new matters, and on-boarding lateral hires.
However, as organizations look to achieve even greater risk team productivity and deeper understanding of operational execution, many face challenges extracting necessary application data and building effective reporting. Whether due to the inability to access cloud software at the database layer, or struggles to secure internal technical resources skilled at BI and analytics projects, the net result is the same — firms are unable to achieve truly informative and actionable insight.
InOutsource Delivers True “Intake Intelligence”
Leveraging InOutsource’s cross-functional expertise in Intapp Intake and Conflicts, analytics, and the broader risk management best practice landscape, Intake Intelligence provides firms with a standard set of reports and dashboards that can be further extended and customized to meet their organization’s specific needs.
Built on Microsoft Power BI, and supporting Intapp both on-premises and in the cloud, this solution enables firms to get data-driven answers to critical questions about intake turnaround timing, volume patterns, team productivity, exceptions management, and more. It presents not only aggregated, departmental-level summaries, but also breakouts and drill-downs across key criteria including: practice groups, matter profiles, geographies, and staff resources.
Best of all, firms can deploy the solution and start surfacing new insight in just a few weeks.
Data and Dashboards Delivered
Taking a lesson from successful business intelligence initiatives, Intake Intelligence provides firms with an intuitive, configurable user interface. Unlocking new levels of real-time information and reporting enables organizations to better understand how new clients, matters, and lateral hires are onboarded. This understanding creates a data-driven roadmap for adapting policies, practices, staffing, and escalations to create an even better experience for all stakeholders in the business acceptance and continuance lifecycle.
Intake Intelligence provides event-level detail, summaries, and reporting across a variety of areas, including:
Volume
- Process durations
Breakouts by practice group, office, industry, matter type, and other parameters
- Drill-downs by stage / phase
- Matter opens v. cancels
Efficiency
Staff productivity and turnaround time
Staff task claim vs. assignment patterns
Complexity weighting (e.g. by matter type)
Exceptions & Escalations
Bottleneck identification
- Partner/practice-level flagging
- Surge timing and response
- Rule-based alerts
- “Re-run” conflicts searches
Insights
Client and matter-level trends
Partner response patterns and capacity requirements
- Surge indicators and models
- Staff allocation alignment
and shaping
Intake Intelligence Provides:
- All answer and activity history for every intake request
- All conflicts search and search term profile information
- Pre-built visualizations for exploring all data points
- Unfettered access to build additional visualizations (or even write SQL queries against the Intake Intelligence data store)
Beyond Efficiency
From Intake Intelligence to Matter Intelligence
A centralized repository of unique, detailed matter opening and profile data, unlocks even greater value for firms — well beyond operational efficiency.
This includes reporting on compliance responsiveness, such as lawyer turnaround times for securing engagement letters, and firm adherence to including advanced waiver language in executed letters.
It also enables new levels of reporting on activity of heightened interest to firm management. This includes understanding trends and volume in sensitive client intake (e.g. reputational risk), as well as activity in emerging practice areas warranting closer scrutiny (e.g. crypto, cannabis matters).
Learn More About Intake Intelligence
Connect with us to learn more, to see a demonstration, and to explore how we can enhance risk management at your firm:
