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…

Aprio partnered with Nidaan Systems to transform fragmented onboarding and risk evaluation processes into a unified, system-driven workflow built on Intapp. As a rapidly growing CPA-led advisory firm, Aprio experienced operational friction from disconnected systems, repeated data entry, and inconsistent risk assessments across service lines. These gaps delayed client onboarding, increased the chance of errors,…

Ducera Partners engaged Nidaan Systems to modernize and operationalize its conflicts review process on Intapp. As a fast-growing investment banking advisory firm operating in a time-sensitive deal environment, Ducera’s manual conflicts approach limited visibility, introduced risk of human error, and consumed valuable professional time that should have been spent on client advisory work. Nidaan Systems…