Introduction

Are you also struggling to make your law firm’s system communicate without relying too much on manual workloads? Legal firms are in an industry where precision, speed, and compliance are non-negotiable. A disconnected system increases the risk of data inaccuracy and productivity. That’s where Intapp Integration Services steps in to build a well-connected ecosystem using its Intapp Connectors.

Intapp connectors for law firms unify multiple applications and streamline data flow across the integration ecosystem. The Intapp platform offers dedicated connectors for systems like Elite 3E, iManage, DocuSign, NetDocuments, Microsoft 365, etc., to bridge the gap and ensure accurate data flow. These connectors comply with industry standards and protocols to maintain data integrity. 

This blog explores all the Intapp connectors, their key features, usage, and benefits for law firms to enhance operational efficiency and connectivity. 

What Are Intapp Connectors?

Intapp connectors are pre-built components within the Intapp Integration Services. These connectors establish and maintain communication between different software applications. Their primary purpose is to automate and secure the data flow among other systems, eliminate dependency on manual intervention, and ensure information is consistently available wherever needed. You can be considered your firm’s traffic controller. 

Key Features Of Intapp Connectors

Intapp connectors are known for their low-code or no-code configuration capability, which makes them accessible to a broader audience of users and professionals.

• Bi-directional Synchronization
  Intapp connectors allow bidirectional data flow between connected systems. When there is a recent update in one application, it automatically reflects in the other system, maintaining data accuracy and integrity. The data continuously flows in both directions and eliminates the need for redundant entries. For instance, if a new client is added to your CRM system, relevant fields in the billing system will automatically populate.
• No-code/low-code Configuration
  Intapp connectors are designed with user-friendliness in mind. These connectors offer intuitive visual interfaces or configuration tools requiring minimal coding expertise. This empowers your IT team to set up and manage integrations efficiently, reducing reliance on specialized developers for everyday connection tasks.
• Secure Authentication
  Security authentication is one of the key features of Intapp connectors. These connectors provide transit and at-rest encryption, role-based access controls, and audit logging to address data security concerns. All these connectors encrypt data in transit and at rest, offer control over user roles and keep a record of all activities. With these safeguards, your data remains safe and follows all necessary industry rules during the integration.
• Supports Hybrid Environments
  Intapp legal connectors are suitable for cloud, local, and combined-environment systems. Since this approach is environmentally friendly, law firms can add new systems and software to their existing infrastructure without moving everything to a new system.

Recommended Read: Learn more about Intapp Integration Packs and Process Library.

Top Connectors Offered by Intapp for Law Firms

Modern law firms use multiple applications and systems to streamline operations, reduce manual dependency, and enhance productivity. To ensure connectivity among multiple systems, the law firm uses connectors for continuous and accurate data flow. By automating repetitive tasks and reducing the risk of errors, the Intapp connectors bridge the gap between core systems like PMS, DMS, e-signature tools, and compliance databases. 

1. Elite 3E Connector

This connector integrates your Intapp integration system with one of the industry’s robust financial and practice management systems, Elite 3E. Facilitate financial and operational data like clients, matters, billing rules, and time entries between different systems. Law firms can automate the creation of new issues in Elite 3E directly from Intapp Intake workflows. Reduce the risk of billing errors or compliance issues by pre-validating time entries before submission. 

Intapp Elite 3E integration reduces manual dependency, enhances consistency, and accelerates the matter setup. 

2. DocuSign Connector

The DocuSign connector connects your DocuSign, a leading digital signature platform, with the Intapp ecosystem. It automates and streamlines e-signature workflows so legal professionals can generate engagement letters or client agreements directly within Intapp Terms and send them to digitalize signatures without changing tools. The connector also tracks the document’s progress in real-time and securely stores a signed copy within the system. 

Intapp DocuSign connectors help you enhance the approval lifecycle, ensure compliance with signature policies, and secure legally binding documentation. These capabilities decrease turnaround time and administrative dependency during client intake. 

3. Encompass Connector

Establish connectivity between Intapp Risk and Encompass, a KYC and due diligence platform. Encompass offers comprehensive KYC and supports advanced compliance capabilities. The Intapp Encompass connector automates the execution of background checks and instantly gathers external data to identify potential sanctions, adverse media, and financial problems during the client onboarding process. This connectivity with Intapp Risk enhances conflict checking by offering third-party data insights within the intake workflow.

Through data-driven compliance decisions, your law firm can enhance the speed and accuracy of the due diligence process, reduce risk exposure, and stay compliant with regulatory requirements.

4. Equilar Connector

The Equilar connector does Intapp DealCloud integration with Equilar, a leading provider of executive intelligence and relationship mapping data. Equilar enriches client profiles with executive contact information and visualizes relationship pathways between firm professionals, empowering law firms with business development efforts. Moreover, it supports deal origination by helping teams identify warm connections, potential board overlaps, and leadership changes based on ongoing transactions. 

A law firm using the Intapp Equilar connector is way ahead in M&A, private equity, and corporate advisory initiatives, with deeper insights and data-driven networking. 

5. NetDocuments Connector

Connect your integration system with a widely adopted cloud-based document and email management system called NetDocuments. Intapp NetDocuments connector integration automates the creation of structured matter folders as soon as any client or case is approved within Intapp Intake. This connector ensures seamless access and classification by tagging and synchronising document metadata across systems. To maintain security and compliance with industry standards, it enforces ethical walls and supports retention policy management. 

With a granular access control approach, law firms can centralize document workflows, reduce operational overhead, and secure sensitive data. 

6. Microsoft Graph Connector

Bridge the connectivity gap between Microsoft 365 services like Outlook, Teams, and SharePoint using the MS Graph connector. Provision Teams and SharePoint sites will be available automatically upon matter approval. This integration enables quicker collaboration between legal and business teams. By synchronizing Outlook calendar with Intapp Time, firms can improve tracking visibility and accuracy. Besides this, this connector manages the user permissions and access controls at scale to establish secure collaboration environments with each client. 

Leverage the benefits of automation, simplified IT administration, and a connected digital workspace using the MS Graph connector.

7. Companies House Connector

This connector enables real-time integration between Intapp and the UK government’s Companies House portal. It streamlines the business verification process during client onboarding by automatically filling out company information, validating the legal entity, and reducing manual intervention. This real-time update and access to official company records enhance risk assessments and compliance checks.

Companies House connector is best for firms managing UK-based corporate clients to strengthen adherence to security rules and KYC regulations. 

8. iLevel Connector

Integrate your integration system with iLevel, a private equity and investment management performance data platform. This connector synchronizes data, such as importing funds, portfolios, and investor data into Intapp DealCloud, to unify financial metrics, track fund performance, and enhance investor reporting. As a law firm, this data helps manage investor relationships and fund lifecycles.

It gives a holistic view of investment data within the legal context and improves reporting, analytics, and collaboration between legal, finance, and operations. 

9. iManage Connector

This connector integrates Intapp with the popular document and email management platform iManage Work. Based on the new matter entries within the Intapp Intake, it automates the iManage workspaces for immediate and consistent document setup. This connector for the legal industry also synchronizes metadata between systems and enforces walls using Intapp Walls to provide controlled access based on pre-defined rules.

It streamlines document governance, reduces data leak risk, and enhances compliance with security protocols. The iManage connector is best for legal professionals managing a high volume of client data.

Benefits of Using Intapp Connectors in Legal Practice

Legal firms’ connectors are responsible for seamless connectivity and data flow among multiple systems, and they are also necessary to optimize operations and mitigate risks. Here are the five key benefits of leveraging the connectors of Intapp:

1. Operational Efficiency

These connectors reduce dependency on time-consuming and error-prone processes by automating the data flow and repetitive tasks. Intapp connectors automate tasks like data updates in the Billing System based on the CRM‘s latest updates. This automation accelerates the development process, reduces the need for rework, and boosts overall operational efficiency.

2. Ensure data consistency across Different System

Maintaining a single version of the truth across the Intapp integration ecosystem is necessary to ensure all teams are working with the latest data updates. Connectors provide consistent data across the CRM, billing system, and document management platforms. This consistency eliminates discrepancies, enhances reporting accuracy, and maintains data integrity.

3. Enhanced Compliance and Risk Management

Adherence to compliance standards is necessary in the legal industry. Intapp Connectors integrates compliance and risk management tools with the core systems to enable automated enforcement of ethical walls, accurate tracking, and client affiliations for conflict checks. They also comply with data governance policies across your technology landscape, reducing the firm’s risk exposure.

4. Scalable Infrastructure

As you expand your firm, you must connect new software and technologies to your existing setup. Traditionally, there were custom coding efforts to add new applications to your Intapp setup. Now, scalable connectors support linking different applications with existing Intapp solutions, making custom development much less needed. Investing in infrastructure and architecture isn’t necessary when your firm changes and grows.

5. Reduced IT Burden and Development Cost

Intapp Connector’s no-code/low-code configuration capabilities simplify the integration process and reduce the need for a coding expert, which reduces the IT department’s dependency. This easy-to-use interface makes the Intapp platform accessible to a broader audience and eases the integration setup. This capability helps law firms optimize their resource allocation and lowers the overall cost of managing their technology infrastructure.

Conclusion

Today, law firms’ success largely depends on data accuracy, system responsiveness, and compliance with industry standards. Disconnected systems, manual data entry, and delayed information updates affect their operational efficiency. Intapp Connectors for legal firms provide a scalable solution to unify legal operations and ensure continuous data flow among the core systems.

These connectors eliminate manual dependency, reduce the risk of human error, and enable real-time data synchronization to ensure data accuracy and integrity throughout the Intapp ecosystem. 

Gain complete visibility, access control, and future-ready infrastructure that supports your law firm’s growth without compromising governance or security. Whether it’s managing new matter creation, enhancing KYC processes, or automating document workflows, Intapp connectors unlock the full potential and operational excellence of your Intapp platform. Contact NeosAlpha Intapp consultants to learn more about our Intapp services.

Frequently Asked Questions

1. How secure are Intapp connectors for sensitive client and matter data?

Intapp connectors are built with enterprise-grade security protocols in mind. These connectors comply with global industry standards like GDPR, SOC 2, and ISO27001 and follow transit and at-rest encryption protocols, role-based access controls, and audit logging. Moreover, Intapp’s ethical walls and access management confirm confidentiality across law firm workflows. 

2. Do Intapp connectors for law firms support real-time data synchronization between systems?

Yes, most of the Intapp connectors support real-time data synchronization between different systems. These connectors reflect instant data like client information, matter updates, time entries, and document changes in systems like Elite 3E, iManage, or Microsoft 365. This real-time update reduces data lag to enhance accuracy and make informed decisions. 

3. How much configuration or coding is required to use Intapp connectors?

Intapp connectors for law firms are designed for low-code deployment. The intuitive interface simplifies the configuration of connectors within the Intapp ecosystem. Law firms can configure the connectors via drag-and-drop tools or an administrative dashboard, reducing their dependency on the IT team. Besides this, if you have complex workflows, connectors offer extensibility via APIs to customize configuration and development. 

4. Which applications can be integrated using Intapp connectors?

Intapp connectors support integration with various third-party applications law firms use, such as Elite 3E (Practice Management System), Microsoft Outlook, SharePoint, DocuSign for e-signatures, and CRMS like DealCloud. These connectors can also connect your Intapp ecosystem with data sources like Companies House, Encompass, Equilar, and iLevel to unify workflows and create a connected ecosystem. 

5. Can Intapp connectors be customized to meet firm-specific workflows?

Yes, Intapp connectors are customizable for specific business logic and workflows. Law firms can configure them using configurable rules engines, APIs, and process automation tools within the Intapp platform to trigger multi-step approval processes, automate document handling rules, or integrate custom fields from external apps.