CASE STUDY Law Firm | United States
Bass, Berry & Sims Streamlines Matter Intake, Manages Risk, and Improves Firm Business Performance
Client Need
- Replace legacy business acceptance software with a cloud-based compliance solution.
- Accelerate responsiveness and reporting for lawyers and the New Business Intake Management (NBI) Committee.
- Streamline and automate critical processes to reduce manual work and delays.
- Strengthen continuous risk improvement by adding workflows and system integrations.
Client Solutions
- Deploy Intapp Intake and Intapp Conflicts in the cloud to improve compliance management.
- Enhance risk visibility by integrating corporate family tree data and applying risk-based matter scoring with automatic escalation.
- Streamline user experience by building self-service workflows for onboarding, client and matter maintenance, and conflicts requests.
- Automate user provisioning, administrative matter setup, and reporting to reduce manual effort.
- Strengthen ongoing operations by providing on-call expert support.
Why Epiq
- Combine risk best practices with Intapp software and data integration expertise.
- Deliver proven results with experience from more than 250 Intapp Intake and Conflicts projects.
When it comes to supporting our Intapp risk and compliance software, the Epiq team is incredibly knowledgeable and attentive. They listened carefully and worked closely with us to implement our vision for stronger risk management and compliance.
—Arthur Cook
Chief Risk Management Officer
Results and Benefits
Accelerated responses from lawyers and the firm’s NBI Management Committee.
Increased team productivity through automated workflows, integrated data, and enhanced reporting.
Lowered operational system total cost of ownership through a cloud-based delivery model and easy upgrades.