Top 7 AI tools to manage approvals

Chief Knowledge Officer Osler, Hoskin & Harcourt Leading law firms onboard their clients with Intapp Intake View case studies Accelerate intake. Manage reputational risk. Win new business. AI request summaries Receive the…

Create and assign scoring based on your firm’s strategy to inform risk assessment questionnaires. Automated workflow Route escalation, reviews, and approvals based on defined thresholds of your firm. Strategic alignment…

Provide a unique, external login environment for the candidate to enter their data. Onboarding process automation Integrate the external information into firm systems for processing and review. Configurable questionnaires…

Aderant Expert 8.0 SP2 also includes a revamped Expert Expense Management module to assist firms in ensuring compliance to both internal and recoverable expense policies. Using a simple, intuitively designed interface, firms…

Firm-paid credit card distribution and reconciliation Ability to request, approve and manage employee advances Ensured compliance with firm travel and expense policies with rules-based warnings Flexible, automated approvals…

the accuracy of bills and accelerating the WIP-to-Cash cycle. Access to advanced prebill editing, simplified workflows, and automated approvals increase tracking throughout the billing cycle culminating in improved…

Produce client-approved proformas via integrated billing and finance requirements. Complete visibility Know when a proforma has been generated, view unreleased time, identify who made what changes when, and see where the…

With Intapp Employee Compliance, gain a single, intuitive destination to disclose, monitor, and report on outside business interests. Complete attestation workflows, link and monitor data from brokerages, and pre-clear…

Simplify compliance Give employees the tools they need to easily comply with firm policies. Mitigate risk Verify information with normalized data and flagged discrepancies. Drive action Automatically notify employees when…

Automatically identify and categorize terms of business with Celeste. Speed up approval cycles Route documents through automated review and approval workflows. Surface what matters to reviewers Generate role-based summaries…

Ask your agent which accounts are connected, resolve the right client workspace, or pull account details before drafting platform-specific copy. Your AI has the full picture before it creates anything. Approve Route content…

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