Intapp just 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.”