intappRisk Update

Risk Software Success — New Business Intake, Conflicts Management Software Story (Sponsor Spotlight)

In this month’s sponsor thank you, Intapp opted to share the spotlight with a consulting partner who recently published a case study highlighting their joint success. “Client Viewpoint: ‘Investing for the Future’ — Freeborn & Peters, on moving to the Intapp Cloud with Aurora North” —

  • “Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow.”
  • Robert Funk, financial systems manager at Freeborn, shares his experience working with Aurora North in moving to the Intapp Cloud:
    • “As a firm, our strategy has always been to invest in the latest and greatest technology, and we had the full support of firm leadership, including our CFO on this. We always want to put our best foot forward with clients, we want to make our systems accessible and secure for our attorneys, and we want to help the business grow.”
    • “In 2016, we decided that we needed to upgrade our legacy systems for conflicts and intake. We started looking more closely at Intapp because the cloud versions available for Intake, Conflicts, Time and Flow were very compelling.”
    • “We see many advantages with the cloud model: we don’t have to manage servers on the back end, and in the event of a disaster, this application would still available for us.”
    • “Whether a power outage occurs near us at the Willis Tower, or a disruption related to COVID-19 happens, we do not have to worry about keeping the lights on and keeping the systems up and running.”
    • “Instead, we can focus on supporting our users who are working remotely, and making sure that we as a firm are maximizing the value that the applications themselves have to offer.”
    • “Best of all, we know we always have the latest and greatest technology since it is updated automatically. Intapp regularly pushes out scheduled updates that add new functionality and deliver improvements.”
    • “One of the key features is how forms work in Intapp Conflicts and Intake. We are able to easily configure our forms to help enforce compliance, so that we are capturing all the client information the firm needs up front.”
    • “Intapp is regularly updating the functionality of its Cloud applications and we know we can count on the Aurora North team to make sure we are taking full advantage of the latest and greatest featuresand all the capabilities the platform has to offer.”

For additional detail, including the firm’s commentary on their implementation experience and other detail, see the complete case study.