OnePlace Leaders & Professionals
Operationalize Your Firm's Growth Strategy
Intapp leverages today’s most powerful technology to provide firm leadership with intelligence from activities across the entire client lifecycle, from sourcing through origination and execution. Armed with actionable insights, you’ll be able to build and execute stronger strategic plans, deepen and strengthen key client relationships, and collaborate across the firm to drive growth and win more business.
Insights to Empower Your Strategies
OnePlace Leaders & Professionals provides comprehensive intelligence across the client lifecycle to help firms discover more opportunities, build better strategic plans, and drive growth.
Build Better Strategies
Today’s leaders are charged with creating strategies to guide their firms into new green fields. But it’s difficult to get a full view across practices and sectors to find potential avenues for growth and expansion. Data is siloed, messy, and disorganized, and analysis doesn’t always yield actionable results.
OnePlace Leaders & Professionals collects and analyzes information from across the client lifecycle to provide data-driven, proactive intelligence and guidance that drives strategy. It offers the insights you need to improve targeting and help you develop more effective key-client plans. Plus, referral and reciprocity tracking lets you understand exactly where business is coming from and identify new opportunities.
Improve Client Outcomes
How strong are your client relationships? It’s not always easy to tell. Keeping in touch with clients between engagements can be an ad hoc process, and it’s difficult to keep your finger on the pulse of changing client needs, industries, and opportunities. And that can impact the results you provide.
OnePlace Leaders & Professionals offers predictive relationship intelligence to help ensure you keep those connections strong. Plus, accurate and timely information about client and firm relationships helps support your key-client planning and build a deeper understanding of how you can more effectively serve and partner with your clients.
Drive Revenue and Profitability
Most firms are awash in data — but that data is siloed and disconnected, and can’t yield the analysis you need to determine whether your strategies are working. Worse, your professionals think data entry is a four-letter word; they don’t use your systems, so critical information goes uncaptured and countless hours are wasted scrambling to respond to RFPs, build pitches, or chase down information.
OnePlace Leaders & Professionals provides a view into results and outcomes to assess strategic success while leveraging automation and AI to surface critical data when you need it, streamline business activities, and improve user adoption.
Gain Better Client Insights
Knowing your clients inside and out is what gives you the ability to anticipate their needs, present them with better services, and work in tandem to ensure positive outcomes. But that’s easier said than done, because client meetings, lunches, and intermittent research can only take you so far.
OnePlace Leaders & Professionals can help. The software combines your firm’s information with third-party content, news, and sector information to provide comprehensive, layered profiles for all your clients, so you’ll be armed with the intel to build better strategies.
Onboard Laterals More Efficiently
Lateral hires are a key component of your growth strategy — but bringing them on board is only half the battle. Integrating their books of business, client relationships, and contacts can be an arduous and manual process, meaning your investment in laterals can take a long time to bear fruit.
OnePlace Leaders & Professionals leverages automation to help you accelerate onboarding and assimilation, empowering your new hires to become productive and valuable members of your team more quickly. You’ll also have immediate visibility into their expertise and experience, to help support your business development efforts and align the right talent with the right opportunities.
Compete More Effectively
Responding to RFPs and crafting knockout pitches is easier said than done. One recurring pain point: “shouting down the hall” to find the expertise necessary to win new business or seize new opportunities.
OnePlace Leaders & Professionals helps capture and put your firm’s collective experience to work, using an AI-based approach that sources current, comprehensive, and granular data while minimizing manual entry. You’ll bring your firm’s experience to the forefront to help enhance competitive win rates, work allocation, knowledge management, and talent development.
Products and Packages
Create stronger key-client strategies, win more profitable business, and leverage insights across the client lifecycle with capabilities that go far beyond traditional CRM.
Drive growth, expand cross-selling opportunities, and use AI to leverage your detailed and up-to-date experience and expertise.
Guy AdamsGeneral Manager, Leaders and Professionals Solutions
General Manager, Leaders and Professionals Solutions
Dan TaconePresident and Chief Client Officer
President and Chief Client Officer
Dan Tacone is the President and Chief Client Officer at Intapp. Since 2010, he has helped build Intapp into one of the most valued and trusted partners to professional service firms. With over 35 years of professional services experience, he plays a pivotal role in helping meet clients’ most pressing challenges in a changing yet vibrant environment. Prior to Intapp, Tacone held leadership positions in sales, marketing, professional services and consulting at technology firms focused on the professional service industry. Tacone was the COO of Elite Information Systems where he helped establish the company as the market leader offering practice management systems for the professional services industry before its acquisition by Thomson Reuters. At Thomson Reuters, Tacone held various leadership positions as a Senior Vice President.
Ralph BaxterBoard Member
After leading a prominent global law firm for nearly a quarter century, Ralph Baxter has turned his attention to a diverse set of activities, across the spectrum of the evolving legal profession.
He regularly advises law firms, legal technology start ups, and corporate law departments on their strategies and execution. He is an active writer and speaker, including participation in law firm partner meetings, about the emerging models for improved delivery of legal service.
He is a Senior Advisor and member of the Advisory Board of the Stanford Law School Center on the Legal Profession, a member of the Advisory Board of the Harvard Law School Center on the Legal Profession, and a member of the Advisory Board of the Center for the Study of the Legal Profession at the Georgetown Law Center.
From 1990 to 2013, Mr. Baxter served as Chairman and CEO of Orrick, leading Orrick’s progress from a domestic firm with California origins to become one of the world’s leading global firms. He launched numerous transformative initiatives during his tenure, including the creation of Orrick’s Global Operations Center in Wheeling, West Virginia, and changes in the firm’s talent and pricing models.
Intapp Thought Leadership
Tackling the wicked problem - Firm leadership and the continued success conundrum (part 1)
Achieving success for firms is a ‘wicked problem’ for leadership teams with no linear answer. Guy Adams outlines 7 areas that leading firms consistently consider to develop better answers.
Tackling the wicked problem - Firm leadership and the continued success conundrum (part 2)
How do leading firms tackle the ‘wicked problem’ of being continuously successful? GuyAdams explores the first of 7 areas, the importance of defining and reviewing the firm’s ‘go-to-market’ approach.
Tackling the Wicked Problem - Firm leadership and the continued success conundrum (part 3)
How do leading firms tackle the ‘wicked problem’ of being continuously successful? Guy Adams explores the second of 7 key areas, the importance of consistently delivering client success.
Tackling the Wicked Problem - Growing Revenue (part 4)
How do successful law firms tackle the ‘wicked problem’ of continued success? Guy Adams explores the third of 7 key areas, consistently growing revenue.
Tackling the Wicked Problem - Increasing Profit (part 5)
How successful law firms tackle the ‘wicked problem’ of continued success. Guy Adams explores the fourth of seven key areas: consistently increasing profit.
Tackling the Wicked Problem - Talent Development (part 6)
How do successful law firms tackle the ‘wicked problem’ of achieving continued success? Guy Adams explores the fifth of 7 key areas, consistently developing talent