P2P

66 P E E R T O P E E R : I L T A ' S Q U A R T E R L Y M A G A Z I N E | F A L L 2 0 2 2 Intapp Intake is designed specifically for new business acceptance and delivers on common sense principles, squarely focused on enabling law firm success. The principles Puts firms in control — fast, responsive, cost-effective Intapp Intake delivers on the simple notion that business users should be able to quickly and intuitively design, implement, and change business processes — without having to pay for vendor consultants, issue change orders, wrestle with external tools, or wait for IT to custom code updates. The business landscape changes rapidly — intake needs to be able to do the same. Built specifically for intake — not a "build your own adventure" Intapp Intake allows users to create and change processes, while preserving the IT team's ability to set and enforce necessary ground rules. To support leading practices, it also includes templates and a rich question library developed by an advisory group of law firms, insurance providers, and industry experts. Makes broad adoption easy — made for everyone to use Intapp Intake provides management, lawyers, and risk staff with the consumer-grade experience they expect from modern software. It's attractive and intuitive. And it delivers information intelligently, with role-specific views and to-do lists. Intelligently manages information — integrates people, process, and data Intapp provides the industry standard for application and data integration. Intapp Intake leverages this experience and technology to connect with key firm business applications, to eliminate double data entry and to automate post-inception setup of workspaces and tools used by lawyers to collaborate and create work product. Extends beyond inception— offers complete client lifecycle management Business acceptance doesn't end at inception. Intapp Intake enables firms to identify and respond to changes to client or matter disposition that could affect the financial, ethical, regulatory, or strategic alignment of the engagement with firm standards. Intapp Intake provides a fully configurable monitoring rule designer and native support for common use cases. Intapp recognizes that law firms face significant administrative and compliance burden to comply with AML legislation. The Intapp AML Compliance Solution supports law firm AML processes with configurable functionality that integrates with Intapp Intake. It was developed using knowledge gained from implementing the Intapp OnePlace Risk & Compliance platform in law firms in the UK and Europe. The solution provides a templated AML and risk assessment form to collate and review relevant AML information and documents and to facilitate risk assessment at client and matter levels. It also integrates with a firm's key systems, third-party data, and a reputable ID verification partner that supports efficient and accurate intake and AML compliance processes. Looking ahead Considering the relatively recent emergence of digital currency and ongoing geopolitical events, managing the risk of AML will only get more complicated for the legal industry. Firms must stay current and invest in a practices and procedures that help to combat sophisticated financial criminals. Q 3 W H I T E P A P E R S

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