Evolve

GRC Solutions
Helm360 Termi

Modernising Risk & Compliance in Law Firms

In today’s fast-moving regulatory landscape, law firms face mounting pressure to streamline risk and compliance processes without compromising accuracy or agility. Helm360 helps firms overcome these challenges with a templated, scalable approach to Intapp Risk & Compliance – accelerating onboarding, improving auditability, and ensuring alignment with firm policies from day one.

What Is Termi?

Termi is an AI-powered assistant that connects the dots between your firm’s best-of-breed systems. Delivered through Microsoft Teams or as a cross-platform desktop app, Termi understands natural language instructions and gets work done – fast.
 
Think of it as your firm’s data concierge. Need a document, client information, or financial insights? Just ask.

The Challenge

Law Firms

What Law Firms Need

A Scalable Compliance Strategy Must Deliver:

  • Automated, pre-configured intake & conflicts workflows
  • Parallel processing to eliminate bottlenecks
  • Seamless integration across Intapp & finance systems
  • Flexible frameworks that align with firm-specific policies
  • Accelerated deployment without compromising compliance

Solution2

Our Solution

Templated Workflows Built on Intapp, Delivered by Helm360

  • Pre-Built Templates: Fast-track deployment with industry-agnostic, proven workflows
  • Configurable Rules Engine: Tailor workflows without starting from scratch
  • Modular Approach: Supports client/matter intake, conflicts, AML, risk scoring
  • End-to-End Delivery: From gap analysis to go-live, with continuous optimisation
  • Secure Integrations: Powered by Boomi and Intapp Integrate

Why

Why It Works

Benefits of Helm360’s Templated Model

  • 30–35% Faster Time to Value
  • Reduces Scope Creep using a proven framework
  • Boosts Compliance Confidence
  • Cuts Consulting Costs
  • Improves Adoption by reflecting real-world workflows

Solution

Solution in Action

  • New Matter Intake: Department-specific logic, auto-routing, hold resolution, notifications
  • Conflicts Clearance: Watchlists, ranked hits, integrated search across systems
  • AML & Risk: Automated scoring, high-risk flagging,
    ongoing monitoring

Technology Stack

Client Success Stories

“Migrating to a new financial solution can be stressful regardless of the level of effort and advance planning. With Helm360, our transition process was successful thanks to their skillful team and genuine concern for us as their client. We found them to be knowledgeable, patient and very attentive. When questions arose, they took the time to ensure the solution was presented in an understandable manner. Above all, they listened. This careful attention sets Helm360 apart from other vendors and was instrumental in our Elite 3E Cloud conversion project.

Due to their outstanding performance, we also engaged them for our Intapp New Business Intake Integration with a very aggressive timeline; and again their excellence prevailed. This particular project required extensive customizations providing noteworthy results. We are always confident that Helm360 is only a phone call away no matter what the request might be.
Thank you Helm360 for the amazing partnership!”

— Frank F. Pittard , Executive Director, Gentry Locke

Our Proven Process

Designed for Adoption

User adoption isn’t about training—it’s about ease.
Termi removes friction, reduces clicks, and delivers immediate value to the people who need it most: your lawyers, partners, and support teams.

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Let’s Transform Compliance, Together

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