Industry: Financial services

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

CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented amounts of technology at their fingertips — IT efforts fail to produce expected outcomes due to siloed data, disjointed processes, and unintuitive user experiences. With an integrated platform and modern technology, CIOs can overcome these obstacles. The right technology “building blocks” can help unify and streamline data and processes across the firm. As a result, the connected firm enables rapid decision making, enhances team- and client-level collaboration, and provides personalized experiences for its leaders and professionals. Join Jose Lazares, Vice President of Product and Innovation at Intapp, and John Arsneault, CIO at Goulston & Storrs, to learn how the Intapp cloud platform provides the core technology services and frameworks that allow technology teams to innovate: Enabling seamless data flow and synchronization across the firm Connecting and combining information throughout the client lifecycle in intelligent, strategic ways that give firm leadership 360-degree, always-available, real-time visibility into the business Creating personalized experiences that spur meaningful action.

Discover how Intapp, the industry cloud for professional services, uses applied AI to provide actionable information throughout all stages of the client lifecycle.

Intapp senior leaders share growth strategies, product development plans, and partner program enhancements. We dig deeper into information shared at Intapp Connect21, with an emphasis on what it means for your business. Day 1: Monday, December 6 Intapp Strategy Overview Don Coleman, Chief Operating Officer Duane Rusten, Senior Vice President, Client Services Intapp Product Strategy Thad Jampol, Chief Product Officer and Co-Founder Technology Platform Karthik Srinivasan, Senior Vice President, Intapp Cloud   Day 2: Tuesday, December 7 Applying Strategies: Product Line Priorities Alan McMillen, General Manager, Collaboration and Content Solutions Nigel Riley, General Manager, Risk and Compliance Solutions Chris Kraft, General Manager, Operations and Finance Solutions Lavinia Calvert, General Manager, Marketing and BD Solutions Intapp Integration Service Alexa Pothier, Director NPI Operations Business Partner Program Update Fabio Dias, Senior Director, Global Business Partners Sam Lunt, Senior Solution Architect

Watch this webinar to learn all about the AI-enhanced conflicts clearance introduced in Intapp fall 2019 release.

With Intapp winter 2020 release, Intapp is charging towards our goal of delivering seamlessly integrated and complete solutions that unify the client lifecycle. Watch now to learn about the most exciting and relevant new features in the winter 2020 Release, which spans the entire Intapp industry cloud, across all of our solution offerings.