Stoel Rives Taps Intapp Open to Unlock a Fresh Approach to New Business Intake
USA/Canada News

Intapp logoIntapp, Inc., provider of innovative software products that enable law firms to thrive in an increasingly competitive marketplace, today announced that Stoel Rives LLP, a business law firm with nearly 400 lawyers operating out of 12 offices, has selected Intapp Open to streamline its new business intake processes.

"New matter intake is an essential business process critical to firm performance, lawyer productivity and client service," said Ryan Schlunz, Chief Information Officer, Stoel Rives LLP. "After reviewing several options, we selected Intapp Open to enhance our intake process because of the product's unique combination of features, including its sleek user interface, simple yet flexible process designer, and extensive data integration and quality management capabilities. We see Intapp as a strategic technology partner, offering innovative software, an ambitious vision, and deep subject matter expertise that will benefit our firm for many years to come."

The Need for Fast, Flexible, Frictionless New Business Intake

Today, multiple market trends are putting new pressures on law firms to transform the way they evaluate and engage new business. These include clients with increasing service expectations, and a risk landscape with evolving regulatory rules, compliance requirements and professional standards. In response, firms are looking to increase the sophistication, efficiency and agility of their intake processes to better align client selection and terms of business with overall strategy, service models and internal policies.

Remaining competitive in this challenging environment requires a simplified, refined and innovative approach to new business inception. This innovation must address not only how intake processes are designed and executed, but also how they are updated and adapted over time in response to changing needs, how individuals interact with the software used to administer them, and how the entire system enables management of the complete client engagement and matter lifecycle. In short, inception must evolve.


Intapp Open – Intelligence Applied

Intapp Open is a true new business acceptance application. It doesn't require firms to wrestle with development tools or write a single line of custom code. Instead, Intapp Open replaces conventional "build it yourself" workflow software with an application specifically designed to streamline how new clients are evaluated and new matters are created. And, at the same time, the product enables the creation of additional business workflows.

Intapp Open offers an intuitive, audience-specific user experience, tuned for management, lawyer, IT and risk stakeholders. The product can be deployed quickly and is easy to configure and adapt over time without engaging external consulting services.

Intapp Open offers unique features, including a flexible business rules engine that enables effective management of practice-specific matter evaluation procedures as well as conflicts clearance practices that may be centralized, distributed among lawyers and practice heads, or both, depending on firm preferences.

The product also includes an integrated question library that provides visibility into the practices, standards and insights developed by industry peers. And it delivers unique value for IT, with an architecture that simplifies change management, data integration and system automation.

"We wanted intake software that would cleanly integrate with our existing software systems, data repositories and business processes, while also allowing non-technical risk administrators to change forms and modify processes quickly, without forced dependency on external consultants," said Brian Peachey, Records Manager, Stoel Rives LLP, "Intapp Open was the clear choice because it was designed with this exact philosophy in mind, by a vendor truly committed to empowering its customers. The software enables us to evaluate new business consistently, apply internal policies and speed matter opening times, without disrupting lawyer productivity or client service."

"We're pleased to add Stoel Rives to our growing Intapp Open customer roster and look forward to supporting their ongoing success," said Kerry Stivaletti, Managing Director, Intapp. "As more and more firms look to enhance business intake to improve overall business performance, we stand ready and eager to assist."


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