Skip to Content (custom)

Integration, Risk, and System Alignment

  • Assess the time entry, DMS, Records, Finance, Risk, and related system dependencies that affect operational readiness.
  • Identify what must be addressed before close, what must be ready for Day One, and what can be sequenced later.
  • Build a practical roadmap that supports firm leadership in setting realistic expectations and avoiding unnecessary disruption.
  • Inventory and assess core firm systems, data sources, integrations, and operational dependencies.
  • Identify incompatibilities, risks, sequencing issues, and integration constraints.
  • Define pre-close, Day One, and post-close priorities through a clear assessment.
  • Align key data sources required for reporting, leadership visibility, integration tracking, and future operations.
  • Establish practical data foundations for combined firm reporting and analytics.
  • Reduce duplication, inconsistent reporting, and long-term integration cost.
  • Assess current DMS environments, designs, integrations, security models, and collaboration requirements.
  • Develop the roadmap for DMS coexistence, migration, consolidation, or longer-term transformation.
  • Enable collaboration across the combined firm while protecting client confidentiality.
  • Plan and support the integration of Intapp platforms across combining firms.
  • Design and implement information barriers that reflect regulatory, client, and ethical obligations.
  • Equip firms to enforce walls in the systems where lawyers work, including DMS and time entry.
  • Support early planning around conflicts clearance, confidentiality obligations, and ethical wall requirements.
  • Define how new and existing walls must operate across the combined firm.
  • Identify dependencies between Intapp Conflicts, Intapp Walls, Intapp Time, DMS security, client and matter data, and user access.
  • Assess records, retention, confidentiality, and information governance requirements across combining firms.
  • Identify dependencies between Records, DMS, Risk, and client and matter data.
  • Support defensible approaches to legacy content, transferred matters, closed matters, and ongoing governance.
’