Introduction

Is your legal firm struggling with disconnected systems and compliance challenges? Professional services firms in the legal, finance, investment, or consulting sectors often struggle to manage workflows across CRM, ERP, and document management systems without a unified platform. Intapp Integration Services is the platform to connect all the core applications, eliminate inefficiencies, and enhance decision-making for your legal firm.

Intapp Integration Services (IIS) are built on the leading iPaaS called Boomi. Boomi has numerous built-in capabilities like low-code interface, pre-built connectors, and data transformation, which help Intapp streamline your data flow between CRM, ERP, document management, and compliance systems. Intapp IIS transforms your business operations by connecting, automating and securing core systems to manage complex legal cases, financial transactions or investment portfolios. 

This blog explains Intapp Integration’s key features, benefits, and best practices for professional services to automate workflows and enhance business operations. 

What is Intapp Integration?

Intapp integration is Intapp’s capability to connect its suite of purpose-built solutions, such as Intapp Conflicts, Intapp Time, and Intapp Workspaces, to other enterprise applications used by professional services. 

The Intapp platform offers numerous tools, technologies, and expertise to establish the connection between applications, continuous data flow, and workflow automation. 

Define Intapp Integration Services

Law firms and professional services companies that are dependent on multiple and significant enterprise applications. As these systems often operate separately resulting in data silos, poor efficiency and limiting data flow. Intapp Integration Services acts as a bridge to connect these disparate systems and unlock their collective potential. 

How Intapp IIS Connects Various Enterprise Applications?

Intapp IIS has various methods and technologies to connect multiple enterprise applications with your system. Here are the different ways:

• Pre-built Connectors

  Intapp has a library of pre-configured connectors that can be integrated with popular applications. These connectors can handle data mapping and API communication
  complexities and accelerate integration.
  

• Application Programming Interface

  All the Intapp platform products are built on open and well-documented APIs. The APIs allow developers to develop custom integrations, enabling your business to connect Intapp Solutions with niche applications to fulfil your requirements. 

• Integration Platforms

  Intapp Integration Intelligence Suite acts like a central hub for orchestrating integrations. It offers a framework to build complex workflows that require multiple systems, offering monitoring, logging and management capabilities. 

• Data Transformation and Mapping Tools
  

  Various applications usually use different data formats, and Intapp IIS offers tools to map and transform data as it moves between systems, ensuring accuracy and consistency.

What are the Benefits of Intapp Integration IIS?

Intapp IIS is the best integration platform for professional services, ensuring successful integration with multiple applications. 

1. Enhanced Workflow Automation

Manual efforts are prone to errors and time-consuming. They keep your resources engaged in repetitive tasks and waste your investment in resolving human errors only. Intapp integration automates all the processes, allowing your team to focus on what matters—delivering exceptional client service and driving business growth.

• Automates Repetitive Tasks, Reducing Manual Errors
  Intapp integration automates all the workflows, from client intake and conflict checks to time entry and invoice generation, eliminating the dependency on manual efforts that lead to high errors and inconsistencies.
• Boosts Productivity in Professional Services Firms
  Free your team from working on time-consuming tasks with automation and redirect them to work on higher-value tasks that enhance productivity and overall efficiency.

2. Improved Data Accuracy & Compliance

Data accuracy and security are paramount in professional services firms. Intapp ensures that all your data complies with regulatory requirements according to the industry standards.

• Regulatory Compliance with GDPR, SOC 2, and Industry Standard
  Intapp Integration follows all global data standards and regulations, such as GDPR, SOC 2, etc. This ensures secure data exchange between different systems and reduces the risk of non-compliance and potential penalties.

• Secure Document Management for Legal and Financial Firms
  Secure document management connecting with Document Management Systems. This provides a unified and auditable repository for firms managing sensitive data to maintain confidentiality and adhere to legal obligations.

3. Seamless System Integration

Connect all your disparate systems, get a unified view of information, and work towards the organisation’s common goal. 

• Connects CRM, ERP, and Document Management Systems
  Intapp integrates with leading platforms for enterprise resource planning, such as NetSuite and SAP, Salesforce for client relationship management, and Document management systems like iManage. The integration ensures consistent data across the entire organisation.

• Real-time Data Sharing Between Platforms
  Real-time data lets you see the changes made in one connected system getting reflected and updated on all the other systems, creating a single source of truth and eliminating data discrepancies.

4. Better Decision-Making

Informed decision-making is crucial to thriving in a competitive market and meeting market demands. Intapp integration capabilities unlock data’s potential to offer valuable strategic planning and risk management insights.

• Advanced Analytics for Business Insights and Forecasting
  With centralised data, the integration enables advanced analytics and reporting. You can access valuable insights into client profitability, resource utilisation, and overall business performance. This helps you make data-driven decisions and forecast future trends for a proactive strategy.

• AI-Powered Risk Management for Financial Services
  Implementing AI-powered risk management tools in your financial services firm can help you identify potential risks and compliance issues, take preventative measures, and protect your firm.

Intapp Integration Services Features

Intapp offers a comprehensive suite of products and services to streamline your firm’s operations, mitigate risks and drive growth. However, the true power lies in the ability to integrate all these solutions and functionalities in a unified manner.

• Intapp Centralised Provisioning

IIS uses the Intapp centralised provisioning system to make the IIS product offering accessible specifically for Intapp Platform cloud tenants. 

This centralised approach simplifies the initial IIS setup and management, allowing consistent deployment within the Intapp ecosystem. It reduces the admin overhead and accelerates utilising IIS capabilities without complex and manual provisioning processes. 

• Flexible Deployment

IIS empowers users with flexible deployment options for their integration processes through execution environments called Atoms. An Atom serves as the runtime engine where your integration workflows are executed.

This flexibility allows firms to tailor their deployment strategy to their IT infrastructure and security requirements. You can deploy processes on the fully managed Intapp Atom Cloud for scalability and reduced infrastructure management. Alternatively, opt for an on-premise Atom for greater control over your execution environment, especially when dealing with sensitive data or specific compliance needs. This hybrid capability ensures IIS can adapt to diverse firm requirements.

• Central User Management

Intapp Integration Services integrates with the Intapp Admin UI, which is connected to the CDS (likely Common Data Service or a similar identity management service), to provide central user management.

Centralised user management simplifies the administration of user access and permissions for IIS. IT teams can manage user accounts and control access to integration functionalities within a familiar Intapp interface, ensuring consistent security policies and reducing the complexity of managing user access across multiple systems.

• Intapp Cloud

IIS supports deployment on the private Atom Cloud of Intapp. It offers a scalable and reliable integration infrastructure.

Businesses can build and deploy integrations without worrying about runtime management. Intapp manages the infrastructure, maintenance, and updates and ensures enhanced performance for critical integration processes. 

• Web Service Support

IIS supports the incoming Web Service requests on the Intapp Atom Cloud.  Web services support real-time integration scenarios.

Third-party applications can directly connect with the IIS process via standard web service protocols, ensuring real-time data exchange and workflow triggering based on events in the connected environment. 

• Custom Connectors Support

IIS provides support for Intapp’s application connectors. For instance, the Intapp Service Connector ensures access to the entire suite of Intapp cloud products.

The custom connector simplifies integration within the Intapp ecosystem. It abstracts away the complexity of connectivity by providing consistent connections and continuous data exchange between Intapp solutions. Also, the dedicated connector reduces the need for custom code. 

• Intapp Process Library

Intapp Integration Services introduces the Intapp Process Library, showcasing the standard processes used by professionals and service customers. 

The library is the starting point and a source of best practices for building successful integration. It accelerates the integration process by providing some pre-built templates and examples of common workflows. Business firms can use these resources to implement standard integration quickly, significantly reducing development time and ensuring success according to a proven process. 

Why Use NeosAlpha for Intapp Integration for Your Business?

As a trusted Boomi and Intapp Partner, the NeosAlpha team brings expertise and experience in delivering successful Intapp integrations. Our dual partnership enables us to leverage the full potential of the low-code integration platform Boomi to enhance Intapp Integration Services for professional services. 

• Award-Winning Boomi & Intapp Partner – Three times consecutively awarded as best Boomi Partner for successful integration. 
• Expertise in Professional Services – We understand the unique needs and challenges of legal, financial, investment and consulting firms to deliver compliance solutions. 
• Cost-Effective Solution— As a partner of Boomi and Intapp, you get the expertise of both platforms while working with only one team and infrastructure. 
• Customer Support – We consistently guide and support our clients to reduce downtime and disruption. 

Conclusion

Intapp Integration is a game-changer for professional services firms. It ensures continuous connectivity across all enterprise applications, such as CRM, ERP, and document management systems. Intapp can leverage Boomi’s capabilities, such as unlimited connectivity, advanced flow control, user security, message queueing, and more.

Intapp provides a unified, automated, and compliant ecosystem for legal, financial, investment, and consulting firms. Intapp Integration Services simplifies connecting your system with other applications. It accelerates integration and reduces maintenance and testing costs. Enhance connectivity, data flow, and compliance with the Intapp Integration platform. To learn more about NeosAlpha Intapp Integration Services, contact our experts.

Frequently Asked Questions

1. How does Intapp Integration Service utilise Boomi iPaaS?

Intapp Integration Service (IIS) is built on Boomi, a cloud-native integration framework that provides scalable and seamless connectivity with enterprise applications. Boomi’s low-code interface simplifies integration, allowing firms to automate real-time data exchange and enhance workflow efficiency. With Boomi at its core, Intapp ensures quick deployment, reduced manual intervention, and resolved complexity in managing integrations.

2. What are the key features of Intapp Integration Service?

The key features of IIS 1500 are pre-built connectors for quick integration with different applications, API-driven architecture, real-time data synchronisation, and document management. Intapp Integration Services also includes AI-driven automation, role-based access control, and compliance-ready security measures to streamline operations.

3. What are the benefits of integrating Intapp with Boomi?

The benefits of Boomi Intapp integration is elimination of data silos, reduction of manual efforts, continuous data flow, automation and compliance management of professional services firms. The drag-and-drop interface and pre-built connectors accelerate the process of connectivity with other systems. Additionally, integration with Boomi improves workflow automation, risk assessment and operational efficiency.

4. How does Intapp Integration Service support compliance and risk management?

IIS complies with all the global industry standards, such as GDPR, SOC2, and SEC regulations. It offers data validation, securing document management and regulatory reporting to ensure data consistency and integrity. The risk management tools minimise the compliance risks and enhance auditability, transparency and accuracy in reporting. Moreover, real-time monitoring in IIS allows firms to proactively monitor and manage security, data privacy and risk exposure.

5. Can Intapp Integration Service connect with other enterprise applications like CRM and ERP systems?

Intapp Integration Service can be integrated with other enterprise platforms like CRM, ERP, and document management systems. This connectivity enhances cross-platform reporting, data exchange, and workflow automation. It centralises data from multiple systems and applications, allowing firms to gain better visibility, data-driven decision-making, and enhanced client service.