workflow-graphIntapp & K2 Workflow Solutions

Workflow automation is an innovation being adopted in Legal in order to ensure compliance and improve efficiency; whether within the business services functions or for legal practice.

The growing demand for and increasing scarcity of resources means firms are facing high fees and inconsistency from vendors and recruitment agencies and inconsistency causing risk of project delay
and over-spend.

To overcome these challenges, as part of our 'ITS Works' initiative working with experts in this field with over 10 years Legal Tech experience, we can take ownership of your Intapp workflow development
projects and deliver this work as a service with
significant cost savings.

Workflow Highlights:

Client on-boarding – matter inception, due diligence, AML checks, conflicts check, internal approvals and risk mitigations

Supplier on-boarding – ABC checks, NDA and IP

Risk – Risk register to record Gift, hospitality and donations

Document Management – Contract review approvals and renewals, Document processing, IP filling and life cycle management

Case Management – Diary management, Client/Matter maintenance, Residual Client Balance, Matter file closure, Integration with other systems

HR – New starter, Leaver, Internal & External Workstation assessment, Maternity leaver, Maternity returner, Name change, Contract extension, Change of working hours, Re-organisation, job change

Recent Success:

800 user law firm: a number of employee processes (like new hire, leaver) client on boarding, matter file closure and other processes. Integration with Aderant, Intapp and Select HR. Implementation and support of intapp products

700 user law firm: we implemented KYC and client on-boarding solution(s) across 13 different locations (including UK, Europe, Singapore, Hong Kong etc). Integration with SharePoint and Elite Enterprise

300 user law firm: implemented a workflow solution to manage the life-cycle of filing of certain types of matter and integrating with SharePoint to manage the document management aspect

800 user law firm: an ongoing engagement to build processes related to property sales and conveyance, diary management etc. integrating with DPS, SharePoint and
Finance System


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