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Innovative law firm relationship management

Intapp hosted a Legal Marketing Association (LMA) webinar to discuss law firm relationship management, relationship intelligence, and how innovative techniques and purpose-built legal CRMs can help your firm win more business.

  • Legal
  • Intapp DealCloud

ENABLERS Act: Enhance your risk and compliance management

Learn how your accounting or legal firm can prepare for the ENABLERS Act, a bipartisan proposal to expand anti-money laundering surveillance. By strengthening your risk and compliance management now, you’ll get ahead of the regulation and achieve long-term benefits.

Promoting secure collaboration with cloud-based technology: Key takeaways from the 2022 Boomer Technology Circle Summit

During the 2022 Boomer Technology Circles (BTC) Summit, accounting professionals learned how cloud technology can help improve collaboration, diversity and inclusion, and security within their firms.

  • Accounting

Change management strategies that help promote lawyer adoption of new technologies

During the ILTACON 2022 session “New Change Management Strategies for Lawyer Tech Adoption,” Julia Montgomery, Director of the Client Advisory Group at Intapp, explored why some tried and true change management strategies aren’t as effective for lawyers.

  • Legal

Intapp updates 2022: Innovation for the future

During the Intapp company update at ILTACON 2022, our leaders discussed the different ways Intapp has grown and changed in recent years, and how we’re continuing to innovate our products.

Gathering and leveraging client feedback: How law firms are using client training programs, interviews, surveys, and matter debriefs to surface BD opportunities and address service gaps

Bringing in client voices by soliciting client feedback can help firms more deeply understand their clients’ needs, expose service gaps, and surface new business development opportunities. Using client training programs, client interviews, client surveys, and matter debriefs, you can improve your value delivery, strengthen client relationships, and increase retention.

  • Legal
  • Intapp DealCloud

At-risk programs for law firms: Applying data analytics to strengthen client relationships and increase retention

Legal at-risk programs strengthen client relationships and increase retention. Intapp DealCloud helps firms track new-matter velocity and perform relationship mapping to identify at-risk clients and implement remediation measures.

  • Legal
  • Intapp DealCloud

Navigating the cloud migration journey with Intapp

During our latest Intapp Risk & Compliance webinar, “Partner Perspectives on Navigating the Cloud Migration Journey,” panelists spoke about best practices for developing a digital transformation plan, and how Intapp technology can help ease your migration to the cloud.

  • Legal

Equip your dealmakers with modern relationship management solutions

Intapp DealCloud built an extensive suite of relationship management solutions designed to deliver meaningful outcomes.

  • Intapp DealCloud

Drive real-time reporting for your commercial real estate firm

For commercial real estate firms, real-time reporting is imperative for dealmakers to move the pipeline forward.

  • Real assets
  • Intapp DealCloud

Transform in-house legal operations with Microsoft 365

Organizations around the world are looking to digitally transform their in-house legal operations in 2022. Learn how you can leverage your existing Microsoft 365 investment to achieve this goal, and discover how Intapp Collaboration for Corporate Legal can help.

  • Corporate legal
  • Intapp Collaboration for Corporate Legal

How investment bankers should create a change management plan for software adoption

Upgrade your investment bank's technology without user resistance! This guide outlines 8 steps based on Kotter's change management principles to ensure successful software adoption, from building urgency to celebrating wins and sustaining momentum. Learn how to overcome common pitfalls and create a thriving new workflow for your IBD team.

  • Financial services
  • Investment banking
  • + 1 more