Marshall, Gerstein & Borun Chooses Intapp Open to Streamline Firm New Business Intake and Conflicts Management

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Intapp, Inc. today announced that Marshall, Gerstein & Borun has selected Intapp Open to streamline and automate its new business acceptance and conflicts management processes.

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Because it's specifically designed for business acceptance, Intapp Open provides a more effective way to handle client and matter onboarding and conflicts management than legacy products."

Intapp, Inc., provider of innovative software products that enable law firms to thrive in an increasingly competitive marketplace, today announced that Marshall, Gerstein & Borun has selected Intapp Open to streamline and automate its new business acceptance and conflicts management processes.

“As a firm specializing in intellectual property law, we consistently take on a high volume of new matters and wanted to update our internal tools and processes to streamline business inception,” said Kimberly Giertz, IT Director, Marshall Gerstein & Borun LLP. “We evaluated several software options for enhancing intake and conflicts management and quickly determined that the innovative approach offered by Intapp Open, with its modern architecture, quick configurability and polished user interface, would best position our firm to address our long term objectives.”

The Need for Fast, Flexible, Frictionless New Business Intake

Today, multiple market trends are putting new pressures on law firms to transform the way they evaluate and engage new business. These include clients with increasing service expectations, and a risk landscape with evolving regulatory rules, compliance requirements and professional standards. In response, firms are looking to increase the sophistication, efficiency and agility of their intake processes to better align client selection and terms of business with overall strategy, service models and internal policies.

Remaining competitive in this challenging environment requires a simplified, refined and innovative approach to new business inception. This innovation must address not only how intake processes are designed and executed, but also how they are updated and adapted over time in response to changing needs, how individuals interact with the software used to administer them, and how the entire system enables management of the complete client engagement and matter lifecycle. In short, inception must evolve.

Intapp Open – Intelligence Applied

Intapp Open is a true new business acceptance application. It doesn’t require firms to wrestle with development tools like Visual Studio and Windows Workflow or write a single line of custom code. It doesn’t complicate process design and management by requiring the use of Visio, SharePoint or other third-party tools or plug-ins.

Intapp Open replaces conventional “build it yourself” workflow software with an application specifically designed to streamline how new clients are evaluated and new matters are created. Intapp Open offers an intuitive, audience-specific user experience, tuned for management, lawyer, IT and risk stakeholders. The product can be deployed quickly and is easy to configure and adapt over time without engaging external consulting services.

Intapp Open offers unique features, including a flexible business rules engine that enables effective management of practice-specific matter evaluation procedures as well as conflicts clearance practices that may be centralized, distributed among lawyers and practice heads, or both, depending on firm preferences.

The product also includes an integrated question library that provides visibility into the practices, standards and insights developed by industry peers. And it delivers unique value for IT, with an architecture that simplifies change management, data integration and system automation.

Partnering for Customer Success

To enable law firms to work with third-party implementation consultants, Intapp has made special efforts to build relationships with and certify independent professional services partners. Marshall Gerstein chose to engage Aurora North Software, a firm specializing in business intelligence, business intake and IT architecture projects.

“We’re very pleased that Intapp has built a software delivery model that encourages us to work with the services partner that’s right for us,” added Giertz. “Our experience with Aurora North has been first rate. Chris Kave and his team bring an impressive mix of legal software, data management and business process expertise to the project.”

"Because it's specifically designed for business acceptance, Intapp Open provides law firms with a more effective way to handle client and matter onboarding and conflicts management than legacy products, which require extensive customization and expensive custom development," said Christopher Kave, Founder and Principal, Aurora North Software. "We're proud to partner with Intapp to deliver an innovative approach to inception to the legal community.”

“We’re pleased to highlight Marshall Gerstein’s choice to adopt Intapp Open and look forward to supporting their ongoing success,” said Milan Bobde, Product Manager, Intapp. "We’ve seen tremendous interest in the product from the legal community and have received consistently positive feedback about our professional services philosophy, which creates incentives that put customer interests first.”

About Intapp
Intapp provides software products and services that enable law firms to thrive in an increasingly competitive marketplace by improving client service, increasing profitability, and reducing operational costs. Intapp's three practice groups (Revenue, Risk and Integration) focus on understanding existing pressures and emerging trends, and translate this knowledge into products and best practices. Intapp products are recognized as the most advanced in their respective categories - DTE Axiom and Time Builder for time entry and recording, Integration Builder for application integration and business process automation, Wall Builder for information and matter security, and Intapp Open for new business intake and conflicts management.

Intapp serves over 450 customers, including 81% of the AmLaw 100, is endorsed by major software vendors across all categories, and has cultivated a vibrant partner community. For more information, visit:

About Marshall, Gerstein & Borun
Marshall, Gerstein & Borun LLP is dedicated to intellectual property law and has had this exclusive focus since it was founded in 1955. The Firm protects, enforces and transfers the intellectual property of its clients in more than 100 countries on six continents. The Firm represents Fortune 250 corporations, multinational businesses, start-ups, entrepreneurs, universities, research institutions, and non-profits. Nearly half of the Firm’s professionals have been in-house as general counsel, patent counsel, technology transfer managers, scientists, engineers, or consultants – so we offer a depth of talent and seasoned experience in devising and executing intellectual property strategy and comprehensive IP solutions. The Firm’s professionals understand the hard science behind clients’ innovations, and have the technical skills and business acumen to work with them hand-in-hand. Marshall, Gerstein & Borun LLP is ranked as a top intellectual property law firm by Chambers USA, U.S. News & World Report and Best Lawyers, and Corporate Counsel, Managing IP, Fortune, Intellectual Property Today, and Intellectual Asset Management magazines. For more information, visit:

About Aurora North Software
We are a Legal Software and Consulting firm specializing in Business Intelligence, Integration Development and Software Architecture and Development. We have been solving complex legal problems using our software and technology experience since 2004. Our focus is on solutions to key business and technology problems freeing you to focus on your clients. We plan, document, evaluate, design, develop, test and implement solutions that address your unique legal business needs. Whether automating a workflow, using SharePoint, working with the PTO, building a custom application or propagating data across multiple systems, Aurora North Software provides you with the skills and tools to optimize your legal practice. For more information, visit:

"Intapp,” “Intapp Open,” “Wall Builder,” “Time Builder” and “Integration Builder” are trademarks of Intapp, Inc. Other trademarks are the property of their respective owners.

Kathryn Hume    
Intapp, Inc.        

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