BCF imagined a more cohesive and client-centric experience for their business development and onboarding processes. Traditionally, these functions were conducted separately, and information was not shared, resulting in challenges with information governance.
BCF uses Intapp applications to manage and validate conflicts as part of the firm’s new business intake process. They wanted to more closely integrate Intapp with their business development and financial management applications to better synchronize information, and to build more end-to-end process automation across departments.
A key priority was to harmonize the marketing and onboarding processes by breaking down silos to provide better quality data and to integrate operations across multiple systems. The ultimate goal was to make partners and client teams more successful by providing a global view of prospective business.
“We needed to facilitate the sharing of relational and financial information to promote collaboration, synergies, and achieve our business objectives,” said Mitchell.
BCF flipped their process and elected to initiate their onboarding process in Salesforce, the firm’s business development & CRM system. Workflows and forms were created in Intapp to initiate the conflicts checking process in Salesforce and then to create the new client & matter records within 3E, the firm’s financial management system.
Wilson Allen specialists stepped in to manage an upgrade of Intapp, create the forms and workflows, build the integration to initiate the Conflicts process in Salesforce, and then create a new client and matter in 3E. “Wilson Allen’s deep knowledge of Intapp and experience with 3E and Salesforce helped to move the process forward,” reports Zahra Sheik-Rezai, Director of IT Operations.
Seamless client onboarding
“It was critical to ensure that all users were very comfortable with the process before we went live. Wilson Allen worked diligently with our team to ensure that assistants and attorneys were satisfied,” says Mitchell.
“Our onboarding process is smoother and more informed. The ultimate outcome is that that our attorneys and administrative teams can seamlessly onboard a piece of work within
a single process,” explains Mitchell.
About BCF Business Law:
With 500 employees and 300 professionals, BCF is the go-to firm for business leaders, growing companies, and well-established global enterprises that have chosen Quebec and Canada as a stepping stone to growth and success. Practice areas include business law, M&A, corporate finance/security, foreign investment/international growth, litigation, labor law, intellectual property, taxation, and wealth protection.