Deliver real benefits that matter to your team
Competition in the legal industry is intensifying every year. Efficient client onboarding, meticulous risk management, and reliable compliance enforcement are now critical drivers of your firm’s growth potential.
For firms still operating with legacy on-premises solutions, Intapp’s cloud-based compliance suite offers critical advantages that help professionals firmwide contribute to firm growth.
Intapp’s latest compliance updates address the everyday challenges your professionals face across the firm. These improvements use AI to identify critical information that might otherwise be missed and substantially reduce time spent on administrative tasks. They ensure comprehensive risk screening and terms enforcement, allowing teams to complete processes in fewer steps through intuitive interfaces. More importantly, they enable verified information sharing across your teams with greater confidence and precision.
Here’s how our latest cloud innovations deliver specific benefits across Intapp Intake, Intapp Conflicts, and Intapp Terms:
1. Accelerated client onboarding that doesn’t sacrifice accuracy
Your firm’s onboarding processes directly impact client satisfaction and time-to-revenue. Intapp Intake transforms this critical step in the client lifecycle through two significant advancements:
- A new user interface and redesigned request form
A modernized interface transforms what was once a cumbersome process into a streamlined experience. An upgraded navigation panel brings frequently used functions to the forefront, while global search capabilities and intelligent suggestions of recent entries, powered by Intapp Data significantly accelerate information retrieval.
Automatic firmographic data suggestions from Intapp Data alongside your most recently used answers recommended at the top of drop-down lists increases data accuracy and further expedites form filling. The space-efficient layout with side-by-side questions and enhanced grid data interaction expedites form completion, while responsive design ensures optimal performance across devices. For intake professionals, these refinements translate to completing more requests in less time while maintaining accuracy — a critical advantage in competitive markets where client experience and time-to-value matter from day one.
- AI persona-driven request summaries
As firms grow and intake requests become increasingly complex, the review process can become a bottleneck. Intapp’s AI-powered summarization technology automatically distills large bodies of text from a request into actionable insights and identifies critical information such as contacts, companies, and engagement details in a dedicated panel. The verification capability creates an audit trail of who confirmed accuracy with a single click, while allowing colleagues to see verification status, enhancing team confidence in the process.
The combined effect? A substantial reduction in time spent reviewing complex intake requests and a greater ability to identify potential issues early in the process.
2. Comprehensive risk screening – without the wait
Complete and accurate conflicts checking is non-negotiable, but it shouldn’t impede business momentum. Intapp Conflicts’ enhanced Moody’s GRID Integration for anti-money laundering (AML) and know your customer (KYC) screening addresses this challenge directly.
- Better risk assessment through enhanced data integration
This native integration substantially improves client risk assessment by expanding data types to include sanctions, watchlists, PEPs, and adverse media screening. The direct API integration delivers results as a new hit type within the familiar Intapp Conflicts environment — achieving faster, more accurate risk screening while breaking down data silos.
By incorporating Moody’s GRID data directly into the workflow, firms solve the problem of potentially incomplete risk assessments by accessing data types not previously included in standard conflicts checks.
The result? A comprehensive view that gives risk and compliance professionals confidence that nothing has been missed and enables business development teams to secure faster clearance of low-risk opportunities.
3. Client term management that streamlines document review and delivers strategic insights
Managing client terms has traditionally been a manual, time-consuming process. Cloud innovations in Intapp Terms transform this experience through two critical enhancements:
- AI persona-driven document summaries
This capability delivers role-specific insights through a dedicated document summary panel that displays key points based on user role. Professionals can switch between different personas to view summaries tailored to specific job functions, verify summaries with a single click to create an audit trail visible to colleagues, and identify source terms through the Sources section that links summaries to specific clauses.
The result? Much less time spent reviewing lengthy documents, with users able to focus on information that’s relevant to their role. Legal teams can quickly understand billing restrictions, while finance teams can immediately see payment terms — all from the same document, without redundant review cycles.
- Enhanced integration with Intapp Billstream
For firms using Intapp Terms and Intapp Billstream, this integration delivers immediate operational improvements and financial benefits. Actively enforcing client requirements from Intapp Terms improves billing efficiency, while real-time visibility into violations increases the accuracy and reliability of pre-bills.
This approach significantly reduces time spent on the correction and resubmission of non-compliant pre-bills, while giving professionals greater control over enforcement actions to balance compliance with practical considerations.
Finance professionals can reduce write-offs and accelerate cash flow, while partners gain confidence that bills align with client expectations before they’re delivered to clients.
Cloud delivery that makes a difference
The advancements described above are possible only through Intapp’s cloud-based solutions. The Intapp cloud infrastructure enables regular updates that bring the latest capabilities without IT intervention and provides seamless integration between products in the Intapp ecosystem. The platform’s architecture provides the foundation for advanced AI capabilities that require cloud-scale processing — while maintaining consistent performance regardless of user location or device. Additionally, the enterprise-grade security and compliance controls ensure that sensitive client information remains protected throughout these streamlined processes.
Whether your firm currently uses Intapp’s on-premises products or is exploring new ways to improve compliance, our cloud-based solutions offer clear benefits across your firm. . The combined improvements across Intake, Conflicts, and Terms create a comprehensive solution that supports growth while maintaining the highest standards of risk management and compliance.
Schedule a demo today to see how these innovations can help your team work more efficiently while strengthening your compliance posture.