Case Study

For a mid-sized US law firm with multiple offices and a strong regional presence, a modern legal technology stack including Elite 3E and Intapp supported matter management, client onboarding, and risk processes. But the new business intake process involved multiple systems and manual steps, creating inefficiencies, inconsistent data validation, and duplication across platforms. The firm’s ask was deliberate: not a replica of what existed, but a redesigned workflow that genuinely improved on the current state and could support growth.

Helm360 was engaged to design and implement an integrated NBI workflow leveraging Intapp and Elite 3E. We built a new decision-step-driven workflow with conditional logic triggered by field values and approval stages, integrated Intapp Intake with Elite 3E across both standard and custom fields, and established a true bi-directional data exchange between platforms, including the ability to send and retrieve data and attachments. Validation rules, date controls, and structured data capture were embedded throughout to improve quality and reporting, with central and local lookup values aligned across systems.

The result is a streamlined, automated intake process that reduces duplication and manual intervention, improves data consistency between systems, and provides the firm with a scalable intake model that supports both compliance and growth.

Read the full case study to see how Helm360 redesigned the intake workflow and delivered a scalable, integrated NBI solution across Intapp and Elite 3E.