Business Intake and Conflicts

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  • 1.  Conflicts report

    Posted 11-17-2023 16:56

    We've been using the conflicts report template for Elite 3E since we upgraded to version 3.0. If you wouldn't mind sharing, do you use a native conflicts report or have you built your own? We either need to have a lot of customization done to this template or look for a different report.  Thank you! 

    Elaine Null
    Koley Jessen P.C., L.L.O.
    Director of Finance
    Omaha NE United States
    Number of Attorneys: 108
    Number of Offices: 1

  • 2.  RE: Conflicts report

    Posted 11-29-2023 12:11

    Hi Elaine,  I was just stopping by to make a similar post.  We are a hot second into our INTAPP Business Intake & Conflicts rollout.  Previously using Aderant's native Conflicts and no Intake workflow.  We are using the default out-of-the-box conflict reports generated by Intapp.  Our attorneys are finding them very confusing to read.  What are other firms providing their attorneys to assist with conflict resolution?  Thanks as always! - Dani

    Dani LoPiccolo
    Burns & Levinson, LLP
    Senior Director of Information Governance
    Boston MA
    Team Coordinator, ILTACON Planning Committee