Loeb & Loeb Speeds New Business Intake, Reduces Risk with Intapp
Loeb & Loeb Speeds New Business Intake, Reduces Risk with Intapp
2 PagesCONTA C T 1 855.470.0705 | sales@intapp.com | intapp.com CASE STUDY Inefficiencies in Onboarding New Business A few years ago, Loeb & Loeb observed significant inefficiencies in its onboarding process for new business. “Our intake process was driven by a human workflow engine, meaning that the conflicts team managed the process manually,” Adam Klein, Systems Integration Manager, recalls. “In worst case scenarios it could take several weeks to complete the intake process.” Furthermore, there was no transparency, no audit trail, nor a clear way to escalate. The paper-based workflow required a team of four dedicated to data entry. Requests would often sit on desks for days or even weeks for review. Furthermore, the conflicts team was mailing paperwork across the count
