Monday (8/14) 2:00PM-2:45
Location: Breaker Room H
*Use this form to register for our drop-in session on Monday or Wednesday or schedule a 1:1 demonstration!*
Session Description: Many firms struggle with a mechanism to pass client-provided guidelines from new business intake to the records management team. InOutsource leveraged their expertise with both Intapp Open and FileTrail Records Management System to provide firms with an integration between new business intake and records management so that information captured at matter opening is passed along to the records system. Not only are we able to pass guidelines between systems but can even automate requests within FileTrail directly from Intapp Open.
Join InOutsource as we demonstrate this functionality and discuss other potential work flow use cases to tie together Intapp and FileTrail.