Industry: Accounting

Learn more about configuring DealCloud to meet your firm’s specific needs

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp. During this 90-minute presentation, we’ll cover the following topics: Introducing key members of the team Discussing how clients actively use Repstor products today Reviewing our plans to leverage the technology of both firms to create the Intapp Collaboration & Content suite Walking through timelines for integrating Repstor technology into the Intapp product roadmap Repstor solutions help firms leverage their Microsoft 365 investment to power connected firm strategies. Repstor solutions enhance your client-matter lifecycle management capabilities, bringing together people — within the firm and beyond — and delivering intelligent workspaces that help you streamline critical business processes, including business development, client terms review, and profitable matter delivery. We’re confident this combination will improve your firm’s productivity, just as it already has for teams worldwide.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in marketing and client business development, firm management, operations, or overall growth strategy — and understand how leading firms are mobilizing to put this mission-critical data to work.

Learn how DealCloud supports firmwide collaboration on lists, and 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.

Intapp’s Lavinia Calvert, Warren Knowles, Stacey Macmillan, and Nigel Riley explored why it’s important to increase collaboration between risk and compliance and business development teams, and how adoption of the right technology can help in a New York Law Journal article.

Jey Purushotham, Practice Group Leader in risk and compliance at Intapp, contributed an article to Corporate Compliance Insights on the key risk triggers mid-tier accounting firms face during periods of rapid growth and how automation—and the data behind it—can help.

To remain profitable, strengthen your client relationships, and stay ahead of your competitors, your professional services firm must invest in automated tools to improve time tracking. Here are the top five features your professional services time tracking software should offer.