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Intapp Services for
Legal Tech

Managed support and integration for law firms using Intapp across risk, timekeeping, and client development.

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Why Law Firms Choose Intapp

Generic enterprise software treats a law firm like any other business. It has no concept of a matter, no way to run a conflicts check, and no understanding that client relationships carry obligations that outlast any single engagement. Firms that tried to force CRM and ERP platforms into legal workflows spent years building custom layers on top, then maintaining them.

Intapp starts from the other direction. Its products are built around how firms actually operate: intake that asks risk questions before work begins, conflicts that search across clients, matters, and related parties, walls that enforce confidentiality as an access rule rather than a policy memo, and time capture that reflects how fee earners really record work. That fit is the reason firms choose it, and it is why the products connect to each other rather than sitting as separate tools.

Apache Camel integration lifecycle
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Enterprise Clients
Transformed
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Intapp
certifications
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Success
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What Law Firms Need From Legal Technology

Automation of the work
nobody should be doing

Matter opening, conflicts data gathering, wall membership updates, prebill routing, and workspace provisioning are repetitive, rule-driven, and error-prone when handled manually. Automating them removes days from the client onboarding cycle and removes a category of mistakes that audits tend to find.

AI applied where it
improves judgment

AI is useful in legal work when it narrows a decision rather than making it. Surfacing likely conflicts for a risk professional to review, scoring intake responses against firm policy, and drafting time narratives from captured activity all leave the decision with a person while removing the search effort. The constraint is data quality, not model capability.

Operational visibility
across the firm

Partners want to know which matters are stalled at intake, finance wants to know where revenue is leaking between time capture and invoice, and IT wants to know which integration failed overnight. Each answer depends on data moving reliably between systems that were never designed to talk to each other.

Start With an Assessment of What You Are Running Today

Our consultants will show you where your Intapp integrations are fragile, what remediation involves, and how a managed model would work for your firm.

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Intapp Products
We Support

Support and integration coverage across the Intapp products your firm runs, and the platform layer that keeps them connected.

Intapp Intake
Intapp Intake

We maintain the data flows and workflow logic behind new business intake, AML screening, and lateral hire onboarding. We build and test questionnaire changes driven by risk policy before they reach fee earners.

Intapp Conflicts
Intapp Conflicts

Client, matter, and party data stays synchronized so conflicts searches return complete results under time pressure. Our engineers monitor the feeds behind those searches and resolve match and duplication issues.

Intapp Walls
Intapp Walls

Access rules apply to every connected system, and joiner, mover, and leaver changes are processed without manual intervention. When your firm adds a system, we extend enforcement to it rather than leaving a policy gap.

Intapp Terms
Intapp Terms

Client terms and outside counsel guidelines apply to intake, timekeeping, and billing, where fee earners act on them. Rate agreements and staffing restrictions reach the people who need them, reducing write-offs.

Intapp Time and Billstream
Intapp Time and Billstream

Timecard, rate, narrative, and prebill flows into finance systems are monitored end to end. Passive capture sources are covered too, since a silent failure there shows up as lost revenue rather than an error.

Intapp DealCloud
Intapp DealCloud

Relationship, pitch, and experience data stays current across finance, marketing, and email sources. Pitch teams get matter history and relationship context without a week of internal chasing.

Intapp Integration Builder (IB)
Intapp Integration Builder (IB)

We maintain, patch, and support existing IB rules while your firm is still on them. When you are ready to move, we handle the migration to Intapp Integration Service on an agreed timeline.

Intapp Integration Service
Intapp Integration Service

Built on Boomi, and where most of the work sits. Our team migrates, rebuilds, and supports the integration flows underneath everything above, with documented logic and alerting.

Systems We Connect Intapp To

Aderant DocuSign Encompass NetDocuments Microsoft Graph Companies House iManage Elite Aderant DocuSign Encompass NetDocuments Microsoft Graph Companies House iManage Elite

How the Service
Works

Four layers of coverage, scoped to what your firm needs rather than sold as a fixed package. 

Google API Management
Assess

Every engagement opens with a review of your current Intapp environment, integrations, and failure history. You get a written picture of where things are fragile and what remediation involves before any support model is agreed.

Pub/Sub
Run

Proactive monitoring, incident response against agreed SLAs, root cause analysis, and documented runbooks. Failures are found by our team rather than reported by a partner who cannot open a matter.

Application Integration
Optimize

Performance tuning, error handling improvements, security and access reviews, and release hygiene across environments. The aim is fewer recurring incidents each quarter, not the same incidents handled faster.

Dataflow
Migrate

Integration Builder to Intapp Integration Service, BizTalk retirement, and consolidation of legacy scripts written by people who have since left. Flows are rebuilt with documented logic and alerting rather than lifted across unchanged.

Eventarc
Build

New integrations, workflow changes driven by risk policy, and enablement for your internal team. Your firm gains capability without opening a separate procurement cycle each time something changes.

Featured Customer Success

See how leading enterprises have leveraged our expertise to solve complex challenges and accelerate business transformation.

5 Onboarding Steps
Automated
Zero Duplicate AD
Accounts

Replaced legacy Intapp Integration Builder processes with a redesigned Boomi platform covering the full employee provisioning lifecycle. Automated new-starter identification, Active Directory account creation, mailbox provisioning, security group assignment, and attribute synchronization. Built-in identity validation now prevents duplicate records before creating accounts.

Read full story →
4 Core System Types
Migrated
Zero Business Disruption
at Cutover

Audited every Integration Builder workflow, then rebuilt them on a hub-and-spoke architecture using Intapp Integration Service powered by Boomi. Replaced script-heavy logic with reusable components across CRM, ERP, document management, and timekeeping connections. The phased migration maintained data integrity and kept operations running throughout.

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3 Enterprise Systems
Synchronized
Zero Manual Data
Re-entry

Connected Microsoft SharePoint, SAP SuccessFactors, and Elite 3E through a single Boomi integration layer. Employee photos and banking details now flow automatically between HR and finance systems using REST and OData connectors. Manual uploads and re-keying of payroll information were eliminated entirely.

Read full story →
7 Finance Workflows
Automated
100% Integration Flows
Monitored

Introduced Boomi as the middleware layer between Microsoft PowerApps and Elite 3E, replacing fragile point-to-point integrations. Automated seven finance workflows, including client record search, matter lookup, receipt posting, balance validation, and client account transfers. Elite API changes no longer break the PowerApps front end.

Read full story →

Frequently Asked
Questions

Both models are common. Some firms hand over the full run and build responsibility, while others keep an internal owner and use our team for depth, out-of-hours cover, and project capacity. We define the split in the engagement model at the start and document it to ensure nothing falls into an ownership gap.

Yes. We treat the Integration Builder-to-Intapp Integration Service migration as a defined project within the wider engagement, covering assessment, rule conversion, data loading, query integration conversion, testing, and cutover. Post-migration support then continues under the managed service.

We handle workflow change requests under the extend-and-build layer. Our consultants work with the risk team to translate the policy change into questionnaire logic, routing rules, and downstream data effects, then test the change in a non-production environment before release.

Yes. Our integration work covers both, as well as document management systems such as iManage and NetDocuments. The connectors differ, but the delivery approach does not.

Pricing depends on the number of integrations under management, the systems involved, coverage hours, and whether migration or build work is in scope. Firms typically start with a scoped assessment that produces both a remediation plan and a support model.

Our Success Stories

From startups to Fortune 500s, see how we’ve helped businesses evolve their digital ecosystems and deliver measurable impact.
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Visa Transformed Legacy Cross-Border Payments with Apigee APIs
In partnership with Apigee, the client engaged us to modernize their legacy real time payment services platform. We helped them adopt an API based architecture by creating an API layer on their existing legacy platform.
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How a UK Airline Achieved Zero-Downtime Mashery to Apigee Migration with NeosAlpha
NeosAlpha enabled a zero-downtime Mashery to Apigee migration for a global airline, reducing manual effort by 70% and ensuring seamless API continuity.
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Vodafone – Network as a Platform API Management
NeosAlpha provided consulting and optimization strategy for Apigee related artifacts for the NaaP project. NeosAlpha team got involved in the design and planning of Apigee related artifacts.
Read Case Study →
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How Convex Enhanced Operations with Automated Insurance Underwriting
Discover how we helped Convex streamline underwriting, enhance risk evaluation, and reduce manual tasks through automated insurance underwriting and intelligent integration.
Read Case Study →
Read All Success Stories

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