Category: Data Quality Management Suite

Our Real-time Address Look-up tool transforms the speed and quality of your address data entry during the new business intake process.

The tool is available for all Intapp users, both on-premises and in the cloud. Its launch follows the release of Intapp 2021.1 and additional integration work carried out by the Pinnacle team.

Fee earners easily get instant validation of addresses across 240 countries:

1. Enter one data field in the new client or matter form
2. This triggers a pop-up list of all possible addresses
3. Choose the correct address and all the remaining fields are automatically populated.

The tool can also plug into 3E with the option to handle addresses in a ready-to-go 3E format.

Faster, more accurate and up-to-date data

Conservative estimates show that what used to take 2-3 minutes now takes only 10 seconds.

Along with this significant time saving, you also get better quality data based on more complete, consistent, compliant and current data sets.

It’s quick and easy to add the tool – all you need is an account with Pinnacle’s web service. Pricing is on a straightforward per request basis. And the tool can also be embedded into your Pinnacle Client Portal.

Entity Merge

Have you undertaken a merger, given users unrestricted access to 3E or migrated from a legacy project management system? If you have it’s likely you’ll struggle with the duplication of clients and entities. These duplications typically number in the tens of thousands – sometimes more.

Problems are inevitable and include:

• AML documentation is duplicated
• Payors may not be linked
• True client values are hard to determine

Easily see the true value of your entities

Our Entity Merge tool ensures that 3E entities, sites, addresses, relates and payors are only represented once in the 3E database. It also relates to data objects such as users, timekeepers, clients, payors, client contacts, matter contacts, vendors and payees.

This makes it possible for your team to see the entire relationship between your firm and the entity in a single view. Crucially, it will help you clearly understand the true value of that relationship.

The tool can merge entities across 3E, Mattersphere, and Intapp Open. It can handle joint entities and so will not change client or matter numbers.

Example: You can see how the tool has merged entities 1234 and 5432 to create 4567

Address Quality Management

Address quality management is a method of checking and validating the full address content that you have within your applications.

Our Address Quality Management product is multi-lingual and analyses your address data to validate the profile to show completeness, accuracy and duplication.

The product will automatically validate and cleanse the data by using global data authority sources to ensure the address is accurate, trustworthy and correctly formatted.  Our ‘plug-ins’ for your apps (including Intapp and 3E) can be used to look-up, verify and validate address inputs ‘on-the-fly’.

You can use the Address Quality Management product for:

• One-off bulk cleansing: Invaluable when you’re migrating from a legacy system that allows free-form address formats such as Elite Enterprise to a new system that requires structure and validation such as Elite 3E.
• Business-as-usual: Quickly capture, validate and enrich addresses and postcodes as they are entered. This makes it easy to input valid addresses by checking them against our comprehensive global database.

Data Quality Monitor

We designed Monitor as a system agnostic product that will run as an automated process on any of your systems. You can use it to check Elite Enterprise, Elite 3E, 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 clients in your project management system, such as Elite 3E, are the same as the clients in your risk system, such as Intapp 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 counts and allows you to split issues into categories and groups. The tool will also automatically alert groups of specialists via a  dashboard that shows the status of checking and details of any issues found.