UK News
Intapp, a global leader in legal software, today announced that Thomson Snell & Passmore LLP, a leading law firm in the South East and the oldest law firm in the world, has selected Intapp Open for new business intake.
Intapp Open is a new business intake (NBI) application which has been adopted by more than 200 firms worldwide, designed from the ground up to address the specific needs of firm management, lawyers, risk staff and IT stakeholders.
With over 120 lawyers, Thomson Snell & Passmore offers a wide range of services to both private and commercial clients across 25 areas including wills, trusts and tax planning; property law; employment law; dispute resolution; and many others. Lights-On Consulting assisted TS&P with a thorough selection process for an NBI application, as part of a larger engagement to replace and upgrade its practice management system (PMS).
“As we were evaluating new practice management systems, it became clear that the leading options would not be able to support our existing processes for new business intake,” said Roland Millar, Finance Director, Thomson Snell & Passmore LLP. “Intapp Open offers the functionality we need to maintain our existing workflow for client evaluation and AML risk assessments, and to add a further level of sophistication into our risk rating methodology. We especially like its ability to manage different workflows depending on the requirements of individual practice areas.”
Intapp Open provides a structured framework for client evaluation, with a client scoring system that can be configured to reflect firm-specific priorities and concerns. The application helps to streamline compliance with anti-money laundering (AML) regulations and “know your client” (KYC) guidelines by integrating information from both internal and external data sources, and automating the review process.
“Forward-thinking firms are taking the opportunity to rethink and redesign their new business intake processes in tandem with upgrading their practice management systems,” said Chris Turk, Regional Vice President for UK/EMEA, Intapp. “We’re pleased to work with Thomson Snell & Passmore in realising its vision for an NBI system that combines rigour with efficiency and an intuitive, modern interface for lawyers and staff alike.”
Thomson Snell & Passmore will be working with Opes Consulting, an Intapp Certified Services Partner, on the implementation of Intapp Open.
Intapp provides software and services that enable professional services firms to thrive in an increasingly competitive marketplace enhancing their ability to win more business, operate efficiently, manage risk, and drive client success. Over 700 customers globally, including 96 of the Global 100 Law Firms, 5 of the top 8 Global Accounting Firms, and 5 of the top 10 Global Economic Consulting Firms rely on us. We offer a Professional Services Platform - purpose built for this industry - spanning the entire Client Lifecycle with solutions for Client Development, Business Acceptance and Client Delivery. For more information, visit www.intapp.com.
Copyright © 2023 Legal IT Professionals. All Rights Reserved.
We offer organizers of legal IT seminars, events and conferences a unique marketing and promotion opportunity. Legal IT Professionals has been selected official media partner for many events.
