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Higgs LLP is an award-winning law firm in the Midlands area of England that employs approximately 200 people. The firm drew upon Wilson Allen’s expertise to replace its existing new business intake and conflicts solution with Intapp Open and Conflicts to improve integration across core line-of-business systems and drive improved business efficiencies.

In keeping with its modernization imperative, Adam Cutler, IT Director, Higgs LLP, says the firm wanted to implement a solution to automate and gain better control of new client acquisition processes and make it easier for lawyers to follow risk and compliance procedures.

“We thought it would be beneficial to split out the client matter inception process from our core case management system,” Cutler says. “Plus, Intapp has a range of offerings that follow the same security model and integrate harmoniously with each other. We thought this was a reasonable way to introduce Intapp into our environment.

Intapp skills on tap

Intapp recommended Wilson Allen as the implementation partner for the project. Having completed the certification process to provide services for Intapp products and as a services partner to Aderant, Wilson Allen was a natural fit for this effort.

Wilson Allen kicked off the implementation by performing solution design and business analysis phases. During this stage, Wilson Allen’s project team worked with Higgs LLP to ensure the intake and conflicts processes were connected. This way, when lawyers start the new business intake process, it triggers the conflicts process and prompts a series of approvals. Questions related to risk assessment are built in to enforce the firm’s risk and compliance policies.

Wilson Allen repurposed an existing custom integration solution already in use at the firm to streamline the integration of Intapp directly to the firm’s Aderant Expert instance.

Creative answers tackle scope changes

Early in the project, Higgs LLP had intended to merely replace its legacy system. However, as the project evolved, the firm wanted to build more and more automation into the process, which Wilson Allen’s team—headed by primary lead, Mike Madden, and technical lead, Alastair Seddon—helped design.

“We must’ve shifted scope at least 10 or 15 times,” Cutler says. “The Wilson Allen team offered excellent suggestions and creative thinking about how to make things happen.”

Glyn Morris, Partner, Higgs LLP, says “When there’s been an issue, we were able to work through it well. Plus, there were several times when our people had to work on other things. Wilson Allen was amenable throughout the process, and ultimately, it’s been a successful relationship.”

Benefits of connectivity

Morris says Higgs LLP is benefitting from integrating Intapp Open and Aderant Expert when it comes to maintenance of group structures and operation of client rates.

“For example, when opening a new client, if that client is part of an existing client group with special rates, those rates and group structures are fed back into Intapp and available to select from a dropdown menu.

“That’s been a major benefit to us. This way, we won’t start clients and matters in the wrong rate set and record time at the wrong values.”

Solution simplifies risk and compliance

After working in a standalone system with limited visibility and control, the firm now has a centralized system and remote access to a much more rigorous process. Wilson Allen helped the firm improve the number of intake questions and built in more automation than what was initially planned.

“If you want lawyers to do as little administrative work as possible around risk and compliance, but do it really, really well, you’ve got to implement systems that handle most of the effort,” says Morris. “We’ve accomplished that.”

About Higgs

Higgs LLP is an award-winning law firm in the Midlands area of England that employs approximately 200 people, including equity partners, salaried partners, and junior lawyers (associates and solicitors) and staff. A focus on partnership, balance, long-term relationships, reputation, and community have served as guiding

principles for the firm since its founding 145 years ago. Adhering to these values across everything it does helps ensure the firm’s clients and people experience the difference Higgs LLP offers.

About Wilson Allen

Wilson Allen’s specialists are trusted by the operational leaders of the world’s largest law firms and professional services organizations. We deliver the projects, the consulting, and the managed services our customers need to run their businesses more profitably by optimizing their business applications, technology, and data.