Conflicts Team Lead review on Intapp product
Rating: 10 out of 10
April 10, 2023
Vetted Review
Verified User
6 years of experience
We use it for managing our conflicts database and opening of matters. That is to say it is extensively used by our New Business Intake department.
- Allows for easy review of conflicts within the database
- Has a very friendly user interface
- Easy ability to communicate with downstream teams and local offices
- Customizable searches with search parameters (default settings)
Cons
- Dark Mode option would make for a friendlier user experience
- Being able to paste outside information directly from copying (i.e., do not have to use a notepad to avoid formatting issues)
- An easily accessible user guide (one click access)
- Database to house conflicts
- Form to open matters
- Storing files and documents associated with matters.
- Connection of downstream processes (AML and Matter Opening)
- It helps reduce risk to our firm
- It has allowed us to have the forms we use be interconnected, so we avoid wasting time on submission of separate forms
- The report we have now also allows Partners to review conflicts on their own even without us providing a summary (helpful for afterhours for the Partners)
I have only ever used Intapp in the law firm setting. My only other experience is using legal and research search engines, which do not fit within the realm of Intapp per se.