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The benefits of using technology for compliance
Transcript: The matter life cycle within a law firm and any professional services firm is incredibly complex. There’s lots of different stages, lots of different […]
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Legal
The importance of managing reputational risk
Transcript: Reputational risk is extremely important for firms to consider. In addition to client onboarding and the collection of data and information, it’s important to […]
Best practices for managing risk throughout the client lifecycle
Transcript: Firms can introduce a series of mechanisms in order to manage risk regarding existing clients. It’s important to understand that the lifecycle of an […]
How leveraging relationship intelligence can help M&A teams win deals
In the accounting industry, relationships are the starting point for nearly every successful business deal. The connections your firm’s deal professionals build with clients and […]
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Accounting
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Intapp DealCloud
Questions to ask when onboarding new clients
Transcript: There are a series of questions that firms should ask when onboarding new clients: the nature of the business that the client is involved […]
How law firms can minimize information governance risks and maximize value when using Microsoft Teams and Copilot
Learn how Intapp Walls and Intapp Workspaces help law firms strengthen information governance and avoid ethical risks when using Microsoft Teams and Copilot.
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Legal
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Intapp Walls
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Knowledge management benefits: Business development
Transcript: Knowledge management plays a key role in in business development across a number of areas, but experience is particularly one of them. And if […]
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Intapp DealCloud
How Activators leverage technology
Transcript: There are a number of ways that Activators are leveraging technology. For example, take the LinkedIn social platform. Most of them will proactively engage […]
Small and midsize law firms’ due diligence procedures
When your law firm evaluates a potential client, do your review procedures vary depending on the practice area or partner? Or does your due diligence […]
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Legal
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Intapp Conflicts
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Software helps lawyers with outside counsel guidelines
At the 2023 Legal Value Network conference, two law firms shared how they reduced billing rejections and write-offs and improved their realization by implementing Intapp Terms and Intapp Time.
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Legal
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Intapp Terms
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Knowledge management benefits: Operational efficiency
Transcript: Knowledge management and operational efficiency is is a really interesting area. And I think it’s actually probably one of the last profitability levers that […]
Streamline deal marketing with AI-generated email content
Learn how DealCloud Dispatch and its AI capabilities can help users fast-track deal marketing outreach.
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Financial services
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Intapp DealCloud