• Connect Sessions

    For Marketing & Business Development Leaders

Even though we can’t come together physically for meetings and events, Intapp offers a community where you can stay connected — to the pulse of the legal industry, to marketing and business development solution experts, and of course, to your colleagues and peers — to discuss and explore the things that matter most to you and your firm. 

 Join us at an upcoming webinar with Intapp’s own solution experts, or virtual event with some of the industry’s thought leaders and luminaries to learn how leading firms are making data-driven marketing decisions, underpinned by best-in-class cloud-based technology solutions, to protect and grow client key relationships and revenue.

Upcoming Virtual Events

Register for our upcoming virtual events for marketing and business development leaders and subscribe to Intapp communications to stay up to date on our latest offerings.

Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter

Nov. 5, 2020 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. GMT
Webinar

When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter.

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#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them

Jan. 27, 2021 | 8:30 - 9:30 a.m. PT / 11:30 a.m. - 12:30 p.m. ET / 4:30 - 5:30 p.m. GMT
Webinar

Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.

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CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies

Feb. 25, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. GMT
Webinar

You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.

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Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation

Mar. 11, 2021 | 8:30 - 9:30 a.m. PT / 11:30 a.m. - 12:30 p.m. ET / 4:30 - 5:30 p.m. GMT
Webinar

You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered.

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Creating the Connected Firm: Why Experience Matters

Mar. 25, 2021 | 3 - 4 a.m. PT / 6 - 7 a.m. ET / 10 - 11 a.m. GMT
Webinar

A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.

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OnePlace Marketing & Business Development Webinar Series: Solution Overview

May 4, 2021 | 9 - 10 a.m. PT / 12 - 1 p.m. ET / 5 - 6 p.m. BST
Webinar

Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong.

Join us as we introduce OnePlace Marketing & Business Development, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams but also provides a seamless experience to help your firm enhance its revenue, reputation, and retention. In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals, including:

  • Driving strategic growth
  • Engaging clients more effectively
  • Identifying and pursuing new opportunities
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Client Community Event: OnePlace Client Development

May 26, 2021 | 9 - 10 a.m. PT / 12 - 1 p.m. ET / 5 - 6 p.m. BST
Webinar

Join us for the relaunch of the Intapp community for OnePlace client development. At this event, you’ll connect with your peers and learn alongside others who leverage the OnePlaceclient development solution.

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Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships

June 3, 2021 | 9 - 10 a.m. PT / 12 - 1 p.m. ET / 5 - 6 p.m. BST
Webinar

Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.

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Contacts and Relationships Management with Intapp | OnePlace Marketing & Business Development Solution Webinar Series

June 4, 2021 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. BST
Webinar

Learn how OnePlace Marketing & Business Development helps you gather more and better contact data, tag contacts to drive targeted engagement, and understand who knows whom across the firm. 

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Campaigns | OnePlace Marketing & Business Development Solution Webinar Series

June 4, 2021 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. BST
Webinar

Learn how OnePlace Marketing & Business Development supports firmwide collaboration on listsand all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of marketing activities to inform both strategic and tactical actions. 

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Opportunity Tracking and Referral Management | OnePlace Marketing & Business Development Solution Webinar Series

June 4, 2021 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. BST
Webinar

Learn how OnePlace Marketing & Business Development supports helps you manage the opportunity lifecycle, including referral and pipeline managementUnderstand how you can use marketing data to drive better outcomes.  

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Whitespace, Client Metrics, and Plans | OnePlace Marketing & Business Development Solution Webinar Series

June 4, 2021 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. BST
Webinar

Learn how to leverage firmwide data to pinpoint opportunities — and risk  across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery. 

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Administration | OnePlace Marketing & Business Development Solution Webinar Series

June 4, 2021 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. BST
Webinar

Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs. 

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CRM Transformation Series, Part 4: Firm CRM Adoption

June 16, 2021 | 8:30 - 9:30 a.m. PT / 11:30 a.m. - 12:30 p.m. ET / 4:30 - 5:30 p.m. BST
Webinar

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.

Our experts will discuss a variety of topics:

  • Identifying the adoption dilemma and understanding how it manifests
  • Digging into the science of change management to build a compelling CRM adoption and communications strategy
  • Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it
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Cloud Transformation as a Driver of Firm Value and Growth: Two Key Considerations

June 24, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. BST
Webinar

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics already at play and created new urgency for an accelerated digital transformation for many.

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OnePlace Marketing & Business Development Solution Overview: Partners and Professionals Are Like Pilots

July 13, 2021 | 9 - 10 a.m. PT / 12 - 1 p.m. ET / 5 - 6 p.m. BST
Webinar

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. 

Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work effectively. 

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Product & Best Practice Resources

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