Case Study: Loeb & Loeb LLP speeds new business intake and reduces risk with Intapp Intake

Loeb & Loeb speeds new business intake, reduces risk with Intapp

Loeb & Loeb LLP, a multi-service law firm, faced significant inefficiencies in its new business intake process. The manually driven, paper-based workflow could take weeks to onboard new clients and required a dedicated team for data entry. This non-standard process across practice areas created risk, as lawyers were sometimes tempted to circumvent it. The firm turned to Intapp to implement a solution using Intapp Intake.

By deploying Intapp Intake and integrating it with their systems, Intapp helped Loeb & Loeb automate and standardize its onboarding. The new process reduced intake time from weeks to just a few hours and eliminated the need for the manual data entry team. The Intapp solution enforced consistency, improved data accuracy, and reduced risk, allowing the firm to process up to 800 requests a month compared to a previous 200.

Loeb & Loeb LLP

Adam Klein

Systems Integr Ation Manager