Industry: Accounting

Learn more about configuring DealCloud to meet your firm’s specific needs

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp. During this 90-minute presentation, we’ll cover the following topics: Introducing key members of the team Discussing how clients actively use Repstor products today Reviewing our plans to leverage the technology of both firms to create the Intapp Collaboration & Content suite Walking through timelines for integrating Repstor technology into the Intapp product roadmap Repstor solutions help firms leverage their Microsoft 365 investment to power connected firm strategies. Repstor solutions enhance your client-matter lifecycle management capabilities, bringing together people — within the firm and beyond — and delivering intelligent workspaces that help you streamline critical business processes, including business development, client terms review, and profitable matter delivery. We’re confident this combination will improve your firm’s productivity, just as it already has for teams worldwide.

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 the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in marketing and client business development, firm management, operations, or overall growth strategy — and understand how leading firms are mobilizing to put this mission-critical data to work.

Learn how DealCloud supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of marketing activities to inform both strategic and tactical actions.

Originally presented during the Moore North America 2020 Virtual Summit, this webinar explores how accounting firms are facing intense competition within an increasingly stringent regulatory environment forcing them to operate in Gartner’s “Bimodal” model: managing risk efficiently while driving business growth. Watch now to discover how accounting firms can leverage new technologies to optimize risk management and deliver client success. In this session, you will learn how to: Capturing key activities for virtual engagements Empowering lawyers to structure their workday while working remotely Eliminating common timekeeping pain points

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.

As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle. Join Mark Holman, Intapp Chief Strategy Officer and President of Accounting and Consulting, and Jose Lazares, Intapp Vice President of Product and Business Management, to prepare your firm for the year to come. Uncover why connecting your firm’s people, processes, and data should be at the forefront of your 2021 strategy Learn best practices for making technology investments that enable better collaboration and drive real business outcomes across your firm Build a framework for taking your firm to the next level of connectedness in the new year