Case Study: Clarion enhances risk management and onboarding with Intapp and Legalytics

Clarion streamlines risk onboarding with Intapp for 300+ legal professionals

Clarion, a leading national law firm based in the U.K., faced challenges with its manual, error-prone client onboarding and conflicts management processes. These outdated procedures lacked integration with external data sources, creating inefficiencies and compliance risks as the firm grew. To modernize its approach, Clarion turned to Intapp, implementing Intapp Intake and Conflicts to automate and transform its risk management.

With the assistance of Legalytics, an implementation partner, Intapp provided a tailored solution that automated conflict-checking workflows and integrated external data like sanctions lists. This AI-driven system enhanced accuracy, provided an auditable compliance trail, and improved scalability. As a result, Intapp helped Clarion significantly reduce manual work and human error, enabling the firm to handle increased workloads efficiently while maintaining rigorous compliance standards.

Clarion