Case Study: William Buck Victoria improves client service with Intapp Flow and Intapp Integrate

William Buck Victoria Improving client service with Intapp Flow and Integrate

William Buck Victoria, a leading firm of chartered accountants, faced challenges with slow, paper-based client approval and engagement processes that did not meet modern client expectations for digital and mobile services. Key business systems were also not integrated, creating inefficiencies for the firm and its clients. To address this, they turned to vendor Intapp and its Intapp Flow and Intapp Integrate products.

By implementing Intapp's solutions, the firm automated its workflows, enabling secure electronic communication, e-signatures via DocuSign, and seamless system integration. The results for Intapp's customer were significant: processes that once took weeks were reduced to less than a day, operating costs for postage and printing dropped dramatically, and employees gained more time to spend with clients. The intuitive Intapp tools also allowed the small IT team to create and modify workflows without extensive coding, delivering greater business value.

William Buck Victoria

Fi Slaven

General Manager