, Accounting, GL) Some integrations Intapp Matter Opening (managed by another team but integrated with Aderant) Cloud Intapp...
: Evaluate information obtained from partners through the Intapp Open intake system for accuracy and completeness Prepare... in Microsoft Office, Excel, and Adobe Acrobat, and in Intapp products preferred Willingness and ability to learn conflicts...
. Your Key Responsibilities: Initiate and analyse conflict checks for new business using Intapp Conflicts, working closely...
Library, Practical Law, Companies House Direct or Intapp Time would be advantageous, but not essential...
on new clients Updating KYC for existing clients Opening new clients and matters (using Intapp) Running conflict searches...
law firm, focusing on the Intapp platform and its wider ecosystem. If you are a visionary leader passionate about driving... the migration of the Intapp platform from on-premise to cloud. Translate complex business needs into clear product...
of conflicts or AML regulations. Experience with Intapp is desirable but not essential. Strong attention to detail and ability...
to enhance business acceptance processes and software functionality, particularly Intapp Open. Managing the induction...
Partners’ billing and financial requirements which includes:- Proactive billing and credit control: Check InTapp time... with the firm's client onboarding platform, InTapp Intake Liaise with client regarding information/documentation...
products such as InTapp (ideal), iManage Work, NetDocuments, Krystal DMS, LogicalDoc or similar. Experience working...