Today’s wins from Intapp & Lexis
Two wins to announce this morning: Intapp Open going in at Macfarlanes and myhomemove going with Lexis Visualfiles.
• myhomemove, the UK’s largest provider of mover conveyancing services, has selected Lexis Visualfiles 2014 as the firm’s next generation workflow and case management system from LexisNexis Enterprise Solutions, a leading provider of technology solutions for the legal sector. Visualfiles 2014 will provide a modern, intuitive and uniform business environment across the firm’s five offices in the UK and support myhomemove to achieve its ambitious growth targets. myhomemove was named the Best Conveyancing Provider at the 2014 What Mortgage Awards and Best ABS over 100 Employees for the second year running at the 2014 Modern Law Awards.
The firm will enhance business efficiency and productivity, to support its goal of continuous improvement to customer service. Over 475 employees will use the new Microsoft Outlook-style Visualfiles 2014 desktop interface, taking advantage of the key performance indicator monitoring capabilities offered by the solution. This will provide staff faster access to the most current information in real-time to further strengthen decision making. The production of management information will be simplified as the comprehensive Microsoft SQL reporting technology provides a dedicated environment for reporting within Visualfiles 2014.
“Our investment in Visualfiles 2014 is part of a major technology refresh as we look to embark on the next phase of business growth,” commented Paul Tennant, IT Director at myhomemove. “We thoroughly investigated all the major case management solutions on the market before making our decision. Visualfiles 2014 came up trumps as a proven, modern system that can robustly scale in line with our ever-multiplying business transactions. It also provides us with the capability to further develop and customise the solution to meet our changing business needs. In fact, it is the lowest risk/highest reward option – as is realistically possible with any technology investment.”
• More than 60%t of conveyancing transactions in the UK’s 10 largest conveyancing firms are undertaken in Visualfiles.
• Intapp today announced that Macfarlanes LLP, a leading London law firm, has implemented Intapp Open for new business intake and conflicts management. Ranked amongst the top 20 most innovative law firms in Europe by the Financial Times, Macfarlanes focuses on providing smart, thoughtful solutions to clients across the full range of corporate, commercial and dispute matters as well as on their private affairs.
Macfarlanes selected the Intapp Open platform after the product was launched in 2013. Intapp Open was rolled out firm-wide this year, following a successful pilot. Client matter inception at Macfarlanes is centrally managed by a team of six individuals across the conflicts and client due diligence (‘CDD’) processes; the same team also manages the training and rollout process throughout the firm.
“Quality of service is critical for Macfarlanes’ clients. Since going live with Intapp Open in May, we’ve been able to streamline our new business intake and conflicts management processes, capitalising on the synergies generated by the conflicts and CDD teams working from a common platform,” said Jo Riddick, Macfarlanes’ Head of Risk. “Working with Intapp, we’ve configured Intapp Open to support our bespoke client matter inception processes. The new system has given desktop-based visibility to our internal stakeholders, who can now see where ‘their’ client/matter opening process has got to, at a glance, and we have a one-stop client/matter inception audit trail for compliance.”
• More than 100 law firms worldwide use Intapp software for new business intake (NBI) and conflicts management