Industry: Professional services

Microsoft 365 apps like Microsoft Teams have become central to collaboration and document management at professional and financial services firms. At City Tour NY, we discussed how firms are improving adoption and extending the value of their Microsoft 365 investments. ​The session included: ​

Darryl discusses into the importance of “taking the lead” in order to reinforce your client’s confidence in your services and expertise.

Transforming Business Development – Build Your Zombie Team

Please join us for the semiannual User Community event for Intapp Operations & Finance users. Join a panel of Intapp Operations & Finance experts — Matt McInerny, Client Advisory Director; Jill Nelson, Senior Director; and Sharon Scenna, Industry Consultant — to learn how Intapp products and solutions have evolved to better support operations and finance capabilities. The panel will discuss the following topics: Profitable matter management from the foundation up, with Intapp Time  Notable features and capabilities from recent releases  Our development roadmap for the remainder of 2021  New packages and entitlements that give many of Intapp Time customers more capabilities and features to help lawyers and their teams deliver on client value and profitability We’ll also welcome Lindsay Barthram, Director of Client Intake at our certified implementation partner, Wilson Allen, to discuss how journey options can work for your firm and accommodate your goals and objectives. 

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 law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver engagements that result in happier clients and higher profits. Join a panel of experts on Thursday, March 18, as we discuss strategies to drive profitable business, including: Understanding how AI and advanced technology can help your firm: Accelerate and optimize timekeeping data capture to improve visibility into activity, progress, and utilization Improve pricing and budgeting processes using historical insights to inform future engagements Learning how an integrated budget-to-bill solution impacts the profitability of all your firm’s engagements Discovering how your firm can deploy a connected approach to meet client expectations, strengthen relationships, and deliver impactful business results

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how the Intapp industry cloud is helping firms move quickly toward a connected, cohesive future. We’ll explore new technologies that are already fundamentally changing how firms can exceed their clients’ expectations.