intappRisk Update

Blog + Webinar Recording — Integrated Lateral Intake, Evaluation & Conflicts Clearance (Sponsor Spotlight)

In this month’s sponsor spotlight, Intapp is highlighting two resources on lateral hiring: a blog post summary and a recording of their earlier product demo webinar. (I attended that webinar live and could not remember the last time I attended a session that had such a high level of audience Q&A participation…)

Blog post: “Integrated Onboarding and Conflicts Clearance” —

  • “Although lateral hiring and onboarding workflows vary significantly across law firms, most of these processes share one thing in common: they’re hampered by an inability to quickly capture data. As firms face the most active period of lateral lawyer movement in history, firm leaders must consider investing in technology that can help them create faster, more seamless processes that also protect them from potential conflicts.”
  • “During a poll, a majority of the webinar attendees reported that their firm’s onboarding success rate had been negatively impacted because of lengthy workflows. Additionally, as Bowen revealed, risk and compliance teams are facing increasing pressures concerning firm expansion, finances, strategic alignment, complex regulations, and client demands. Bowen explained that, without the proper technology to holistically evaluate risk and onboard laterals, firms will soon find themselves overwhelmed.”
  • “‘Beyond analyzing whether a firm can take on the business [that lateral bring with them], firms are actually starting to assess whether they should take on the business,’ said Bryn Bowen, Practice Group Lead for Legal Risk at Intapp. ‘To make these decisions, firms need to communicate effectively, with all relevant background information at hand. The need to onboard these laterals quickly, efficiently, and in a compliant matter compounds the stress.'”
  • “‘We’ve worked with our clients to develop a solution based on best practices across the industry,’ said Bowen. ‘The lateral hire solution is an out-of-the-box, low-impact, implementation-friendly tool for efficiently evaluating and onboarding laterals. Our lateral hire clearance solution provides … a central place for all the firm’s internal stakeholders and decision-makers to view and evaluate the full package of information.'”
  • “‘The tenant is independent of your environment, allowing you to invite external users to come in, fill out a form, and give you the information required,’ said Kristian Uggla, Senior Sales Engineer at Intapp. ‘It will go through integration points and push that data into your environment. External users will feel like they’re in your environment, but they will in fact have no access to your information whatsoever.'”

For the video overview and product demo, see: “Expediting Lateral Hiring: Integrated Onboarding and Conflicts Clearance” —

  • “To streamline these processes, Intapp offers lateral hiring and onboarding tools as an add-on to Intapp Conflicts and Intapp Intake. The software provides a prebuilt, configurable, internal and external workflow that helps firms onboard new candidates and clear portable new business.”
  • “This session will highlight these new lateral hiring and onboarding features:
    • Lateral Submission — Let lateral candidates submit their history and verification information and documents securely
    • AI-Assisted Conflicts Clearance — Streamline the onboarding team’s review of the AI-categorized search results to clear or resolve potential conflicts of interest
    • Sponsor and HR Review — Help the firm sponsor or HR and recruiting professionals review the candidate and clearance information using an interactive workflow
    • New Business Intake — Prepopulate new business intake forms with cleared portable client and matter details integrated with the FMS”