Data Quality Monitor

We designed Monitor as an agnostic tool that will run as an automated process on any of your systems. You can use it to check Elite 3E, Enterprise, InterAction, Intapp Open and other databases for inconsistencies and other data issues. You’ll find it especially useful when you migrate data from a legacy to a new system.

Ensure both your system and financial integrity

Monitor runs a series of scripts on a user-defined schedule to highlight both system and financial integrity. For example, where a matter references a client it will determine that the client actually exists. It will check that the sum of billed time on an invoice is equal to the fees amount on that invoice. And it will check that the sum of outstanding bills is equal to the unpaid bills control account.

Monitor can also run checks that span data sources. This means you can verify, for example, that the client count in your project management system (such as 3E) is the same as the client count in your risk system (such as Open). This gives you helpful confirmation that your integrations are running as planned.

A clear dashboard and automatic alerts

Monitor presents results in a ‘Checks and Issues’ dashboard. This gives you a visual summary of the issue count and allows you to split issues into categories. The tool will also automatically alert groups of specialists via a  dashboard that shows the status of checking and details of any issues found.


Pinnacle monitor dashboard

For users of the Intapp Risk Platform, the toolset allows the merging of Intapp parties and 3E entities in a single process. If one element fails then it is all reversed and the data restored to its original state.

For users of Intapp Flow, a form and workflow allow users to request – and administrators to approve – merges across both Intapp and 3E using the Intapp platform.

Available as DIY or Managed Services

You can take each data quality management tool on its own or as part of a complete suite for your internal teams to manage.

Alternatively, we can provide the tools on a fully managed service basis. This means you’ll benefit from the support of our data specialists who will carry out any necessary investigation and remedial work.

Secure the integrity of your data. Get in touch today