Philadelphia, 19102, PA,
United States
InOutsource
InOutsource, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. InOutsource collaboration with software players such as Intapp empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| InOutsource | Intapp | IntApp Open | Business Process Management | ERP Services and Operations |
| InOutsource | Intapp | Intapp Intake | AML, Fraud and Compliance | TRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Baker Botts L.L.P | Professional Services | 1725 | $752M | United States | Intapp | Intapp Intake | AML, Fraud and Compliance | 2017 |
In 2017, Baker Botts L.L.P implemented Intapp Intake as part of an Intapp Open deployment in the AML, Fraud and Compliance category for new business intake and conflicts management. The firm moved core intake and conflicts workflows to the Intapp secure cloud to improve agility, mobility, and risk aware onboarding across its US and global offices, with Intapp announcing the selection in September 2017.
The technical deployment centered on Intapp Intake and the conflicts capability, with configuration of intake form templates, automated conflicts checking, routing and approval workflows, and role based access controls. Implementation design emphasized secure cloud tenancy, centralized intake orchestration, and configurable workflow rules to support fee earner intake, conflicts clearance, and compliance review sequences.
InOutsource was engaged to plan and execute the cloud implementation, handling cloud migration activities and phased live rollouts that extended the operational coverage to the firm’s US and international offices. Operational scope covered new business intake, conflicts resolution, and risk screening processes, aligning intake workflows with firm governance and partner level approvals.
Governance changes focused on centralizing intake oversight and standardizing conflict check procedures, with process controls moved into the Intapp secure cloud to enable mobile access and consistent compliance enforcement. The deployment of Intapp Intake in the AML, Fraud and Compliance category aimed to institutionalize risk aware onboarding and streamline firm wide intake and conflicts workflows without specifying measured outcomes.
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Dickinson Wright | Professional Services | 500 | $320M | United States | Intapp | IntApp Open | Business Process Management | 2017 |
In 2017 Dickinson Wright implemented IntApp Open, a Business Process Management application, to centralize new business intake and conflicts clearance across the firm. The deployment targeted an Am Law 200 firm with more than 450 lawyers across 17 offices and roughly 500 employees, and used the web-based IntApp Open platform to provide a holistic view of the new business acceptance life cycle.
The implementation focused on two core modules, Intake and Conflicts, with configuration work to standardize intake forms, codify conflict rules and enable custom workflow automation for matter intake routing and approvals. InOutsource led a comprehensive analysis and planning phase, then established custom workflows, updated the conflicts model and performed a data integrity analysis to align business rules with IntApp Open configuration.
Integrations are not detailed in the source materials, the deployment was positioned as easy for administrators to configure and simple for lawyers, professionals and staff to execute, while providing tools for risk and management stakeholders to track and oversee matters. Operational coverage included legal intake, risk and conflicts clearance, and management oversight across the firm’s offices, with the platform serving as the system of record for new business acceptance processes.
InOutsource acted as the systems integrator and implementation partner, delivering the program in less than nine months for both Intake and Conflicts and completing the work under budget. The engagement emphasized process governance and standardization, and explicitly sought to reduce risk and increase efficiency through automation and standardized intake and conflicts workflows using IntApp Open.
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Buyer Intent: Companies Evaluating InOutsource Services
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