UK Law Firm Connected Intapp
Intake and SAP S/4HANA to Streamline Client Onboarding

Client Overview

Our client is a UK-based law firm established in the 20th century. Today, they have a strong presence both nationally and internationally. The firm is known for its legal expertise and people-focused approach. With over 600 professionals and 70 partners, they offer a comprehensive range of legal services to clients across various sectors. The organization’s focus on people, culture, and innovation has positioned it as one of the most progressive firms in the legal industry.

Business Objective

The law firm leverages Intapp Intake to manage new client and matter onboarding, including risk and compliance approvals, while SAP S/4HANA functions as the enterprise financial and reporting system. The firm aimed to eliminate manual handovers between intake and finance, ensure that no client is financially activated without compliance clearance, and establish a governed, auditable onboarding process. The objective was to accelerate time-to-billing, reduce compliance risk, and maintain a single, trusted client record across systems. 

Intapp Intake: Enabling Controlled, Compliant, and Efficient Client Onboarding

Intapp Intake is a purpose-built new business onboarding solution designed specifically for professional services firms, particularly law firms. It centralizes client and matter intake, conflict checks, AML/KYC validation, and internal approvals into a single governed workflow before a client is financially activated. By embedding risk and compliance controls directly into the onboarding process, Intapp Intake ensures that no engagement proceeds without proper clearance.