Does your accounting firm have a reliable process in place to evaluate new business opportunities and weigh the risks those opportunities present to the firm?

DealCloud Conflicts, which connects with both Intapp and DealCloud products, now offers a team conflicts checking feature.

All firms want to grow, but it’s difficult to do so in an uncertain environment where legal services demand growth is nearly flat, existing decision support systems are woefully inadequate, and workflows are suboptimal as a result. Leading firms know there’s little margin for error and conduct a thorough examination of what’s effective and not in driving growth. Learn from some of the brightest minds on how they prepared their firm to thrive despite uncertainty. Join us for this discussion to answer questions such as: What was the state of information and insights? What information is useful? Where are there information gaps? What were the drivers of change? How were the current drivers of revenue growth identified? What behaviors led to successful outcomes? How diverse is your firm? What cultural change was needed? What experience do we want clients to have? How does the firm currently organize itself around client needs? How does the firm ensure clients have the ideal experience?

Intapp and ComplySci partner to provide an integrated, comprehensive firm and personal conflicts clearance solution. The integrated solution allows compliance teams to pinpoint firm and individual-based conflicts, record actions, and document resolutions.

Already popular among legal professionals, Intapp Conflicts — the only legal conflicts solution with AI-assisted clearance — released an improved user interface that further reduces the time needed to check and clear conflicts.

Intapp DealCloud automates risk assurance to protect material non-public information to help your firm appropriately monitor conflicts.

Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Justin Mitchell to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.

Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.