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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Enhance the efficiency and precision of your digital prebills review and approval process like never before with Intapp Billstream. This innovative solution empowers your firm to minimize write-offs and billing conflicts while bolstering client trust and satisfaction through features like built-in compliance for both clients and the firm, collaborative workflows, and in-line editing capabilities. By streamlining the initial invoice acceptance process, you can significantly reduce write-offs. Generate proformas that meet client and firm compliance standards, incorporating necessary integrated requirements. Stay informed on proforma progress with notifications to expedite the review and approval stages. Easily create client-approved proformas that adhere to integrated billing and finance standards. You'll have the ability to track when a proforma is created, monitor unreleased time, and identify any changes made, along with who made them and when. Facilitate the movement of aging proformas by reviewing, recalling, and reassigning tasks as needed. Increase your visibility into suggested billing modifications and pinpoint any bottlenecks through comprehensive audit trails and insightful dashboards, ensuring a smooth and efficient billing process. This advanced system not only enhances operational efficiency but also fosters better communication and cooperation among team members.

Description

Intapp Employee Compliance streamlines the oversight of your firm's employees' financial interests and external engagements while ensuring alignment with internal ethical guidelines and documentation requirements. This solution assists professionals in adhering to both company and regulatory standards, simplifying the oversight process for compliance teams as they monitor individual activities. By equipping employees with intuitive tools, compliance with firm policies becomes more straightforward, allowing for the verification of information using standardized data and the identification of any discrepancies. The system automatically alerts employees about necessary actions and monitors their progress, facilitating timely responses and approvals through effective workflows and notifications. Additionally, it offers detailed histories that are valuable for firm management and regulatory bodies. A centralized hub enables staff to manage and seek authorization for regulated activities efficiently, seamlessly integrating employee compliance with your current HR and trading platforms. To further enhance usability, it provides role-specific, centralized data views along with dynamic reporting capabilities that adapt to the needs of your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Intapp Time

Integrations

Intapp Time

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/billing/

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/employee-compliance/

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Product Features

HR Compliance

Alerts / Notifications
Certifications Management
Communication Tools
Customizable HR Documents
Document Management
Records Management
Regulations Monitoring
Reporting / Analytics
Roles / Permissions
Version Control
Workflow Management

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