CASE STUDY Entrepreneurial Law Firm | North America
McDonald Hopkins LLC Transforms Financial Management With Improved New Business Intake Process
Client Need
Upgrade a New Business Intake (NBI) application, implement a new “Conflict of Interest” application, and replace the older enterprise financial management system, integrating it with the NBI.
Client Solutions
- Analyse the current process to identify pain points and necessary technology changes.
- Conduct a solution workshop to envision and scope the solution architecture.
- Implement Intapp’s solution.
- Integrate Elite 3E Cloud, iManage, and “Conflict of Interest” application with the NBI process.
- Coordinate the solution deployment with the Elite Financial Management system rollout.
Why Epiq
- Fixed subscription rate for design, deployment, and support.
- Flexible deployment options and customisable experience.
- Over 20 years of technical experience with Intapp and Elite implementations.
- Previous experience working together on NBI applications and other projects.
Working with Epiq on our firm’s implementation of the Intapp Cloud New Business Intake and Conflicts was a success and has positioned our firm for continued growth and operational efficiency.
— Mike Melillo
Head of New Business Intake and Conflict, McDonald Hopkins LLC
Results and Benefits
Replace older system and move data to the cloud.
Increase integration with other enterprise tools.
Deliver unique features and capabilities, like auto reassign.
Install a Matter Modeling feature.