CONTA C T 1 855.470.0705 | sales@intapp.com | intapp.com CASE STUDY The Drive to Overhaul Intake Processes Since 2004, the firm had been using a homegrown system to manage intake. While straightforward and simple to use, it was not sufficiently transparent to the growing universe of its users, and relied heavily on manual shepherding by the Conflicts staff at all stages of the process. Grace Ramos, Manager, Conflicts and Engagement Management, recalls, “Conflicts staff had to piece together intake components from various sources and frequently follow up with bottlenecked approvers. A lot of the heavy lifting took place outside of the system.” The process for system updates was also complicated, and it was sometimes difficult to keep pace with policy changes around

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