Transforming Legal Workflows with Intapp Integration

Most law firms already use powerful tools. However, when those tools don’t communicate with each other, things fall apart.

A client gets onboarded in one system. But the conflicts team can’t see the full picture. Risk waits on approvals that are buried in someone’s inbox. Attorneys stay up late fixing time logs or typing in the same information more than once.

Technology exists. It just isn’t connected.

This isn’t a software issue. It’s a workflow issue, and it requires the right kind of implementation to resolve it.

That’s where Intapp and Helm360 come together.

Why Workflow Friction Hurts Law Firms (The Real Cost)

Disconnected workflows don’t just frustrate teams. They create hidden costs that firms often don’t see:

Revenue recognition slows when intake isn’t complete
Conflict reviews take longer, increasing risk exposure
Manual approvals delay the matter opening
Inconsistent time entries reduce billable hours
Attorneys lose productive time to administrative tasks
Missing data stalls billing, onboarding, and compliance

This is why firms invest in Intapp and why their partnership with Helm360 make those investments work in real-world workflows.

What Makes Intapp Work - And Where Helm360 Comes In

Intapp offers smart, AI-powered tools built for law firms from Intake and Conflicts to Terms, Walls, and Time. It’s trusted by more than 2,450 firms globally, including 96 of the Am Law 100.

But here’s the catch:

Software alone doesn’t create better workflows. Implementation does.

That’s where Helm360 steps in.

As an official Intapp services partner, Helm360 helps firms move beyond just “owning the software” to actually using it well.

We handle the behind-the-scenes work like implementation, data migration, testing, and support, so Intapp works the way your teams need it to. That means less frustration, faster onboarding, and smoother day-to-day operations.

What Helm360 Actually Does for Intapp Clients

We’re not just “the tech team.” We’re implementation partners who sit down with real users, ask the right questions, and shape the system around how your firm works- not how software is built.

Here’s where we focus:

New Business Intake: We design workflows that collect the right client and matter data from the start.
Conflict Management: Our setups ensure your conflict team sees full context early, without backtracking.
Terms & Walls: We configure ethical walls and compliance flows that match your firm’s policies and client needs.
Data Migration: We move your historical data cleanly and securely into the Intapp ecosystem.
Testing & QA: Automated tests reduce go-live risks and catch issues before users do.
Managed Support: Post-launch, we keep your Intapp environment running and adapting as your firm evolves.

Every implementation is custom. Because no two firms work exactly the same.

Who Benefits the Most from a Connected Workflow?

Connecting systems improves more than technology; it improves how people work.

Attorneys

Less admin and rework
Faster onboarding of matters
More time for client service

Conflicts & Risk Teams

Complete, accurate data from the first step
Fewer reruns and escalations
Predictable review processes

Intake Teams

Cleaner submissions
Less chasing for missing information
Faster routing and approvals

Billing & Finance

More accurate time capture
Smoother billing cycles
Fewer delays from missing data

IT & Operations

Fewer fires to put out
Improved system reliability
Workflows aligned with real firm needs

Firm Leadership

Better visibility
Lower operational risk
Faster decision-making

Connected workflows make every team perform better, not just one system.

Here’s how a connected workflow actually moves through a modern law firm:

More Use Cases We See Every Week

Here’s where firms typically rely on our expertise:

Moving from manual, email-driven intake to automated routing
Modernizing legacy processes during a firm merger
Scaling workflows for new practice areas or new offices
Fixing inconsistent timekeeping across devices and tools
Replacing spreadsheets with automated risk workflows
Normalizing data scattered across older systems
Preparing firms for 3E cloud migrations

These challenges are common and solvable with the right integration strategy.

Real Results Backed by Real Clients

We’ve been behind some of Intapp’s most demanding implementations, like Gentry Locke’s aggressive intake rollout.

“Due to their outstanding performance with previous implementations, we also engaged them for our Intapp New Business Intake Integration with a very aggressive timeline, and again their excellence prevailed.”
Frank F. Pittard, Executive Director, Gentry Locke

That’s why Intapp made the partnership official.

As part of the Intapp partner network, Helm360 continues to support firms well beyond go-live, optimizing workflows, resolving friction, and helping teams stay productive.

Why This Isn’t a One-Time Fix

Intapp isn’t a set-it-and-forget-it platform. And that’s a good thing.

Firms evolve. Regulations change. Clients demand faster, smarter service.

Helm360 helps keep your systems aligned as your practice grows. We treat integration as a living part of your firm, not a box to check.

For more perspective on how legal tech is evolving, take a look at: 11 Trends Shaping the Future of Legal Tech

Final Word: When Tech Works, Lawyers Focus on What Matters

When Intapp is implemented well, attorneys stop thinking about the software and start focusing on clients.

No more toggling between apps. No more chasing down approvals. No more re-entering information that’s already in the system.

That’s the power of well-integrated workflows.

And that’s the kind of clarity Helm360 brings to every Intapp project. Whether you’re just getting started with Intapp or already deep into your rollout, Helm360 is here to make the process faster, smarter, and tailored to how your firm actually works.