Introduction

Feeling lost about where to begin with integration for your law firm? You are not alone. Many law firms and legal technologies struggle to connect their core systems that manage case files, legal packs, and document libraries, especially while working on legacy software. Integration can feel overwhelming when juggling fragmented matter management, inconsistent data across the system, or delays in generating client legal packs. 

Intapp Integration Services uses pre-built capabilities, such as Packs and Process Library, to lay the foundation for integration and accelerate deployment. Intapp Integration Services simplifies how law firms connect disparate systems, manage data flow and automate workflows. Its low code and intuitive interface empower you to lay a strong foundation for integration. 

Complementing IIS are Integration Packs, pre-built solutions for common law firm scenarios, and the Process Library, a pre-built approach that can be customised based on your business needs. These pre-built solutions help you initiate integration without worrying about starting from scratch. The plug-and-play connectivity approach reduces the implementation time and effort. 

Learn more about the Intapp Integration Packs and Process Library to understand how these tools enhance operational efficiency, boost collaboration, and future-proof your legal technology stack. 

What Are Intapp Integration Packs?

Intapp Integration Packs are like pre-built solutions designed to address significant integration challenges within the law firm’s technology system. They aren’t generic connectors but solutions crafted for common legal tech pairings, like synchronising client and matter data between Elite and CDS to ensure consistent and accurate data across the Intapp ecosystem.

Consider Integration Packs as accelerators for your law firm’s integration solutions. By leveraging pre-built solutions, integration packs eliminate the need to spend countless hours designing, developing, and testing custom integrations and accelerate the connectivity process. 

Components of Integration Packs of Intapp

Each Integration Pack is a comprehensive solution that ensures quick integration deployment using the advanced features and capabilities of the Boomi Platform. Here is the structure and key components:

• Pre-configured Connectors: Offers dedicated connectors for applications like Elite 3E, API, SQL Server, and REST endpoints. 
• Customisable Data Mappings: Ensure data accuracy and translation with pre-defined rules for how data fields in one system correspond to another. 
• Transformation Logic: These packs have built-in logic to manipulate data using different formats and structures. 
• Pre-built Workflows: Ready-to-execute workflows that orchestrate data synchronisation and integration tasks. 

Key Capabilities of Integration Packs for Legal Workflow Automation

As Boomi lies at the core of Intapp Integration Services, these packs offer capabilities similar to those of iPaaS. Here are the key features of the Intapp Integration Pack 

• No-code/Low-code Deployment – These packs require low-code deployment and can be configured easily. You don’t need extensive coding expertise to implement them in your integrations.
• Bi-directional Data Flow  – Many packs support bidirectional data flow, ensuring accurate and consistent information across the integrated system.
• Architectural Flexibility – These packs can integrate with both on-cloud and on-premise environments, offering flexibility by eliminating the need to shift architecture. 
• Support for Modern Protocols – Law firms and professional services can connect their modern systems with integration packs using REST APIs and OData protocols. 

Different Types of Integration Packs for Legal Firms

Here is the list of a few Intapp Integration Packs based on the common integration scenarios of legal firms:

• Risk Inbound Sync Integration Pack
  This pack synchronises important dropdown lists and lookup values in Intapp Risk using virtual tables independent of other systems. Users can edit the table easily without depending on complex APIs.
  It has a low-code, user-friendly interface that simplifies value updates. To keep risk system data accurate and consistent, you can use it in both an on-premise and a cloud environment. 

• 3E to CDS Inbound Integration Pack
  Connect your Practice Management System (Elite 3E) with the Common Data Store (CDS). It automatically pulls data like clients, matters, or uses based on pre-set filters. You can customise and define the field mapping based on your business requirements.
  Ensures quick deployment and saves time by automating data transfer between Elite 3E and CDS.

• Time Reverse Sync – SQL Integration Pack
  This integration pack ensures that the time entries in your firm’s internal system are similar to those in Intapp Time. Reading the data from your time system updates the missing or mismatched entries in Intapp Time.
  Reduce billing errors and data mismatches to keep time records consistent. This eliminates manual time entry comparison and is ideal for firms using legacy tracking systems. 

• Intapp Intake to Collaboration & Content Integration Pack
  The Intap Intake to C&C integration pack automatically creates tools like Microsoft Teams channels, SharePoint sites, or document libraries whenever a new request is raised in Intapp Intake. Directly mapping the answers to the collaboration system reduces the need for manual site provisioning.
  It is easy to configure and manage. Reducing manual work speeds up the client or matter onboarding. 

Recommended Read: Explore the full potential of Intapp Integration Services in our detailed guide.

Understanding the Intapp Process Library

Consider Intapp Process Library as reusable templates expertly crafted to address the nuances of legal system integration. When you start integrating the Practice Management System to the Conflicts & Directory System, or synchronising data between Time Tracking and Billing platforms, such as the Intapp Process Library, give a good start. It accelerates the integration process by reducing the need for repetitive development tasks. Legal firms can leverage the pre-built templates as a foundation for integration. Imagine having design components built by experts that can be customised further according to business requirements—the Intapp Process Library. 

Different types of Intapp Process Library

1. PMS to CDS Integration Library

This library offers a ready-made template to synchronise key data from the Practice Management System (Elite) to the Common Data Store. It is designed to meet almost all the typical legal and professional services requirements and can be customised according to data needs. It also allows you to upload data once or during a new update. 

It offers reusable templates that speed up initial CDS setup, reduce manual mapping, and are adaptable to firm-specific requirements.

2. Intapp Risk Party & Affiliation Sync

This library syncs party and relationship data from a server-based system into Intapp Risk, keeping all the data affiliations current. When you want to onboard new parties or keep Risk aligned with updated data, Intapp Risk Party & Affiliation Sync is for you. You can choose full sync for initial set-up or incremental sync for ongoing updates when adding new parties based on your business requirements. This library keeps the data updated automatically in Intapp Risk and supports large initial data loads and ongoing syncs. 

3. Intapp Time Library 

The Intapp Time Library provides multiple integration templates to help manage time-related data in Intapp Time. It offers flexibility by supporting ongoing validations and one-time data migrations, ensuring more accurate time tracking and settings.
Time Library supports two main integrations: Validation Object Load and Data Migration Integration.
This library keeps your firm’s Intapp Time updated with structure and rules, automatically updates the latest data, supports historical data migration and saves time by offering reusable templates. 

Advantages of Intapp Process Library Over Custom Development

Building integrations from scratch is time-consuming, resource-exhausting, and prone to errors. Here is why you should opt for Intapp Process Library integration:

• It ensures faster deployment cycles with ready-to-use templates. It also allows you to assemble integrations more quickly without any coding efforts, resulting in a quicker return on investment for your integration requirements.
• Customised integration requires specialised experts, while Process Library empowers a broader range of users by providing pre-built logic and workflows.
• Standardised integration patterns across the firm with a more uniform approach to integrating different systems. This approach simplifies the process of troubleshooting and future updates in the integration landscape.

Key Benefits of Using Intapp Integration Packs and Process Library

Integration is not only about connecting systems; it’s about unlocking the operational benefits like high efficiency, reducing costs and future-proofing your investments. By leveraging the Intapp Integration Packs and the Process Library, you are not just setting up an integration system but laying a foundation of sustained success. Here is why all the legal firms and professional services must leverage the benefits of these Intapp pre-built solutions:

1. Accelerated Implementation Timelines

Integration Packs and Process Library significantly accelerate the time required for new integration by offering pre-built solutions and reusable templates. With pre-configured components and a standardised process, testing efforts are reduced. Firms can immediately leverage the Intapp platform’s full potential to build momentum for further integration initiatives. 

2. Reduced Development Cost and Resource Allocation

The low-code development, easy-to-use interface, and successful usage of these pre-built solutions significantly reduce the integration investment. Pre-built and tested components minimise the rework and data correction efforts, saving resource costs. Moreover, the underlying architecture supports scalability without requiring investment to shift to other custom infrastructure. 

3. Enhanced Data Accuracy and Consistency Across Systems

These pre-built Intapp templates act like automated data pipelines, establishing a real-time connection between all your firm’s core systems. Instead of relying on manual data entry or periodic data updates, these tools automatically synchronise the latest information across your finance or conflict checking system, such as client names, matter numbers, billing rates, etc. This identical information across the ecosystem ensures data consistency. 

4. Improved Operational Efficiency and Productivity

Automated data exchange, less reliance on manual efforts, and streamlined workflows directly contribute to the firm’s higher operational efficiency and productivity. Law firm staff don’t have to invest time in administrative overhead, and they can focus on more client service and billable activities. 

5. Flexibility and Customisation

Intapp Process Library offers flexibility and customisation for legal workflow automation. These reusable templates can initiate the integration process and be customised based on your specific needs. These libraries support multiple development models, such as cloud and on-premise, with an easily scalable architecture that meets growing demands. 

6. Future-Proofing Legal Technology Integration 

Intapp packs and libraries are built with modern technologies and protocols to ensure compatibility with emerging legal industry demands. After integrating these Intapp solutions, your law firms can easily adapt to new systems and evolving industry trends, ensuring long-term agility and the future of your legal technology integration with these solutions. 

Conclusion

Law firms are industries where accuracy, efficiency, and responsiveness are paramount. Fragmented systems and manual workarounds are affecting modern firms’ operational efficiency. Intapp Integration services ensure all systems are connected and data flows accurately through the ecosystem. 

Intapp Integration Packs and Process Library address all the challenges of law firms and professional services by offering a faster and more scalable approach to building workflows. 

Intapp leverages Boomi capabilities and tools like pre-built connectors, low-code deployment tools, and reusable templates to reduce the integration timeline drastically. Whether you want to sync client data between Elite 3E and CDS or automate provisioning workflows, Intapp integration is designed to scale with your business needs. 

To create a well-connected ecosystem, you can integrate Intapp systems and third-party applications with these packs and process libraries. As an Intapp Partner, we can help you leverage the benefits of these packs and libraries, whether you are just starting with integration or want to make it more scalable. 

Frequently Asked Questions

1. What are Intapp Integration Packs, and how do they simplify legal IT workflows?

A – Intapp integration packs are pre-built templates designed for standard legal processes. The low-code tools reduce the need for expert coding or custom development. Like plug-and-play tools, they ensure quicker deployment, bidirectional data synchronisation, and collaboration with different Intapp products and systems.

2. How does using the Process Library reduce implementation time and costs?

A – Intapp Process Library is a pre-built template that can be reused repeatedly. You don’t have to build workflows from scratch;  these templates shorten the deployment process, the development cost, and the testing resources. It eliminates the need for extensive rework and resource investment.

3. Are Intapp Integration Packs compatible with both cloud and on-premise environments?

A – Intapp Integration Packs are compatible with both on-premise and cloud environments. To deploy on-premise, we use local Atom environments, and for the cloud-native architecture, these packs can be integrated with Intapp Atom Cloud. They are flexible and allow professional services to incorporate the packs based on the existing infrastructure and needs.

4. What systems can be integrated using Intapp Integration Packs?

A – Legal firms can integrate various in-app systems, such as Intapp Risk and Collaboration, and third-party applications, such as HRMS, CRM, PMS, etc., without shifting to different architectures. Connect with our experts to get started integrating these packs.

5. How do Intapp Integration Packs support scalability as firms grow?

A – Integration Packs of Intapp are designed to scale easily with increasing demand and volume. The architecture allows law firms to expand their integration with new systems and data sources. Also, there is no need to make significant changes in the architecture; scale easily.