How Baker Botts prioritizes security and agility using Intapp products

Vetting Cloud Options to Ensure Data Safeguards

The team committed to building a cloud-first technology stack, but Lockhart understood the potential resistance around cloud adoption. “It was really a catch-22,” she said. “Although everybody understood, in the abstract, that cloud migration was a best practice, we had to convince stakeholders and firm leadership of the benefits of the cloud — and that all their concerns could be addressed.”

The team also carefully weighed the impacts of cloud migration on Baker Botts’ clients, particularly those in the finance and banking sectors, which are subject to stringent security protocols and regulatory requirements. “We went through an extremely vigorous vetting process and required all vendors to complete an extensive questionnaire covering encryption, data privacy, compliance, and other factors,” said Lockhart. “Based on our knowledge of client specifications, we determined that we were meeting their requirements by moving to Intapp Intake and Intapp Conflicts in the cloud.”

Delivering Data Securely Across the Client Lifecycle

Designed for security and purpose-built for the professional services industry, the Intapp Secure Cloud not only exceeded compliance requirements, but also afforded Baker Botts control over where data was stored and processed, and how it was accessed. Ongoing monitoring and testing for threat detection provide the peace of mind that both client and firm data remains protected. “The combination of Intapp Intake and Intapp Conflicts, along with the Intapp Secure Cloud, provided a solution that checked all of the boxes on security and compliance for us and our clients,” said Lockhart.

In addition to best-in-class security and compliance features, the combination of Intapp Intake and Intapp Conflicts provides seamless data transfer throughout the client lifecycle, from new business intake to conflicts checking and monitoring. “The agility of the flow of information streamlined our workflow and set up lawyers to respond to opportunities more effectively,” Lockhart said. “The maturity, stability, and interoperability of Intapp products supports our long-term cloud-focused roadmap.”

The implementation — which entailed migrating a complex set of workflows to the cloud while providing end-to-end integrated software — was a game changer. “The solution allows us to be more agile in meeting client needs and providing up to date actionable information for strategic projects,” said Lockhart.

To ensure customer success, Intapp staff remained accessible and available to help throughout the implementation process. “Intapp was a true partner throughout implementation, providing weekly training, support meetings, and office hours,” said Lockhart. “This partnership ensured a smooth transition.

Reaping the Rewards of a Cloud-First Strategy

The firm’s move from on-premises capital expenditures to cloud-based deployment provides the ability to budget proactively and avoid unpredictable expenses. “Now there are no surprises lurking behind the curtain,” Lockhart said. “We’re always working with the latest version of everything, and have a very good feel for what our software actually costs.”

Lawyers now enjoy the value of an end-to-end workflow. They have faster, mobile, and morecomplete access to critical information, which in turn helps drive more favorable outcomes.

“Everyone wins with Intapp,” said Madeleine La Cour, the firm’s Director of Business Intake and Records. “Our risk management processes are now supported by the best tools on the market. Our lawyers have mobile access to everything they need to work remotely, and our IT staff is relieved of the on-premises infrastructure burden and can focus on more strategic projects.”