Industry: Legal

Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just as in many law firms today, senior partners handle business development. But the financial services industry moved away from that business model and implemented a more dynamic and successful approach: using business development executives to cultivate new business opportunities. The Legal Sales and Service Organization (LSSO) community is now helping law firms adopt this model with client-facing executives and business development (BD) professionals. Law firm BD and sales executives devote time and resources to identify opportunities and oversee the continuous improvement process. These professionals also implement and monitor the analytics that allow firms to stay a step ahead when managing relationships, sourcing deals, and driving revenue. Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth.

Join our ILTA product briefing, “Delivering Modern Work for Law Firms with Microsoft Teams and Intapp Workspaces,” where we’ll demonstrate practical legal use cases and how to maximize the value of your Microsoft Teams and Microsoft 365 investment with Intapp Workspaces.

The Microsoft Teams wave is here. Most law firms and professional services firms are currently only scratching the surface when it comes to using Teams for collaboration. But as Teams gains momentum with your clients and prospects, it will eventually replace Microsoft Outlook as the default application that everyone uses to organize the way they work. This guide aims to help firms understand the business value of taking advantage of Teams and how they can use our Intapp C&C solution (starting with Workspaces) in order to help firms get to a more modern way of working.

Empower your legal team to embrace modern work by seamlessly integrating your firm’s DMS with Microsoft Teams. Intapp Workspaces gives legal professionals and their clients exactly what they want — real-time document collaboration and co-authoring in Microsoft Teams — with the governance and control your firm requires. In this roundtable discussion, panelists at BCLP and Dykema will share how Intapp Workspaces enables them to integrate Microsoft Teams with their DMS and how their firm benefits from Teams document collaboration. Panelists will also discuss the impact on matter efficiency and client service and share their best practices for training and change management.

Our proforma invoice software offers a cloud-based automated solution designed to help firms integrate, automate, and accelerate prebill processes.

Spend less time recreating your workday and more time focusing on your clients. Leverage the built-in AI of time capture to record every minute of work and fill in critical time entry information, such as client and matter

With Intapp’s AI-powered platform, you can confidently win more business, strengthen compliance, and modernize operations across the client lifecycle.

Take the guesswork out of complying with your clients’ outside counsel guidelines. Intapp Terms makes it easier for your lawyers and finance teams to adhere to client commitments by centrally documenting, distributing, and managing client terms and OCGs.

Centrally secure, control, and enforce access to sensitive client information, fulfilling your ethical duty to your clients and profession. Intapp Walls offers an automated approach that limits access to sensitive matters across applications — without impacting user productivity or convenience.