Guidance from Intapp on moving firms from outdated compliance solutions to modernised conflicts checks and client intake
For too long, firms have relied on outdated methods to manage compliance: spreadsheets, emails, and siloed systems. These manual approaches are:
- Inconsistent → Data collection varies by office or practice, creating gaps.
- Error-prone → Manual conflict searches can miss corporate relationships and red flags.
- Unreliable for audits → Disconnected records make it difficult to prove compliance.
- Inefficient → Client onboarding slows to a crawl, frustrating both teams and clients.
- Automated intake workflows capture and distribute data accordingly
- AI-powered conflicts checks analyze complex corporate structures and highlight risk.
- Built-in audit trails provide the defensibility regulators expect.
This shift transforms compliance from a burden into a source of confidence, speed, and competitive advantage.
Download the article in full here
Designed for law firms, Intapp provides solutions to supercharge your people, drive growth, manage risk, and deliver client success.