Case Study: a UK law firm streamlines compliant client onboarding with Intapp Intake and SAP S/4HANA by NeosAlpha

UK Law Firm streamlines client onboarding with NeosAlpha, cutting manual handoffs for 600+ professionals

The UK-based law firm, a long-established legal practice with over 600 professionals, faced significant challenges in its client onboarding process. Using Intapp Intake for compliance and risk approvals and SAP S/4HANA for finance, the firm struggled with disconnected workflows that required manual data entry, created compliance risks, and delayed billing. To address these operational silos and establish a single source of truth, the firm engaged vendor NeosAlpha for an Intapp Intake integration.

NeosAlpha implemented a compliance-first architecture where Intapp Intake became the controlling system for all new client onboarding. Their solution included a Compliance API to enforce governance and an automated integration using Boomi to create approved clients directly in SAP S/4HANA. This eliminated manual handoffs, ensured only compliant clients were activated, and provided bi-directional status synchronization. As a result, the law firm significantly accelerated its client onboarding cycles, improved data accuracy, and achieved stronger audit readiness.