Risk & Compliance Solutions
Modernising Risk & Compliance in Law Firms
The Challenge
- Increasing regulatory obligations (AML, KYC, sanctions)
- Inconsistent processes across offices and practice areas
- Slow onboarding harming client experience
- Siloed data and fragmented checks (conflicts, financials)
- Delayed matter and workspace setup = lost billables, security risk
- Lack of real-time oversight and auditability
- High costs to customise workflows per matter or jurisdiction
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
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 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 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
- Platform: Intapp Risk & Compliance (Intake & Conflicts)
- Framework: Helm360 Templated Implementation
- Integration: Boomi & Intapp Integrate
- Testing: Helm360's Automate (coming soon!)
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
- 1. Discovery & Policy Mapping
- 2. Template Alignment & Gap Filling
- 3. Rapid Configuration & Testing
- 4. End-User Training & Go-Live
- 5. Post-Launch Support & Optimization
Designed for Adoption
Book your free demo session by submitting the form below.
Let’s Transform Compliance, Together