Adams and Reese LLP partnered with Nidaan Systems to modernize client onboarding and risk management by implementing an integrated framework using Intapp Intake and Conflicts, aligned with the firm’s migration to Elite 3E Cloud.

The firm’s existing intake, conflicts, and matter setup processes were manual and heavily dependent on legacy Elite Enterprise workflows, requiring redundant data entry and significant staff effort. This slowed client onboarding, increased the risk of inconsistent conflict evaluations, and introduced compliance exposure as information moved manually between systems. At the same time, these operational dependencies created risk for the firm’s planned transition from Elite Enterprise to Elite 3E Cloud.

Nidaan Systems designed and deployed a unified intake and conflicts workflow that automated how client information progressed from initial inquiry through matter creation. By implementing Intapp Intake and Conflicts in parallel with the migration to Elite 3E Cloud, the solution ensured real-time data synchronization across risk, finance, and matter management platforms, eliminating duplication and improving firmwide accuracy.

The result is a streamlined, system-driven onboarding and risk framework that not only reduced administrative effort and strengthened compliance, but also enabled Adams and Reese to complete its cloud migration with minimal disruption while achieving significant operational efficiency gains that support the firm’s continued growth.