Practical insights for professional services firms

Law firms know that outside counsel guidelines (OCGs) are only going to increase in volume and complexity in the future — and firms will need to adopt modern tools, policies, and best practices to effectively manage those mandates.

Does your CRM solution reveal opportunities for cross-selling to your clients? Or analyze which of your professionals has the strongest relationship with a contact? Does it monitor referred business to ensure relationships remain strong?

Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth. Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just...

To win the cross-selling game, today’s firms need to adopt several key practices and programs. In this e-book, we’ll share three successful cross-selling tactics, key implementation tips, and best practices. Download the e-book to learn more about best practices and technology for...

For today’s professional services and capital markets firms, migration to more advanced digital operations is no longer an option; it’s table stakes. Leading firms across legal, accounting, consulting, investment banking, and private capital markets are leveraging technology in truly...

Under the strategic partnership with Microsoft, Intapp is adopting Azure as its preferred platform for delivering the industry cloud for professional services, helping firms harness the full power of purpose-built software and services that support the modern workplace.

While firms typically have clear strategic directives that are informed by senior teams, operational success depends on how well firm professionals understand and execute on those directives. Technology can be a powerful force in driving firmwide consensus. During this session, a panel of...

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...

As current head of digital strategy for Alternative Investments in the Asset Management Division at Goldman Sachs, Luke Flemmer has deep experience scaling technology platforms for global firms. Hear how he’s helped firms implement design thinking and agile product practices at scale,...

In order to thrive, the best firms across the business ecosystem navigate complex webs of relationships and opportunities. It’s their senior information, technology, and operations leaders who make sense of these relationships and transform the underlying data into actionable...

The DealCloud product roadmap review covers key product capabilities, demo showcases of relationship intelligence and zero data entry features ​as well as the official DealCloud’s product roadmap.

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...

All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how...

Investors and advisors of all types can leverage their closely held and hard-fought relationships as the lifeblood of their firm’s growth. For almost 20 years, we’ve gleaned best practices from large and small firms that — coupled with new relationship intelligence capabilities in...

Join us for an overview of Intapp Time and Intapp Billstream to learn how these cloud-based solutions can help your firm integrate compliance across time entry and pre-billing, accelerate the work-to-collect cycle and improve both realizations and the lawyer and client experiences.

Connected firms are better positioned to meet rapidly changing client, investor, and regulatory requirements and operate more competitively. Through 20 years of supporting our clients, we have identified a model for evaluating core processes and building a technology strategy to...

Intapp Operations & Finance compliant time and billing software enables firms to achieve profitable matter management by transforming the lawyer experience of time and billing, driving efficient work-to-cash cycles, and improving client experience and satisfaction.

An ILTA Partner Product Briefing The rapid adoption of Microsoft Teams created multiple governance, lifecycle management, and user experience challenges unique to law firms.

An ILTA Partner Master Class According to ILTA’s 2022 Technology Survey, more than 68% of law firms have deployed Microsoft Teams for online meetings, chat, and collaboration.

Prebill automation helps law firms shorten the work-to-cash cycle, improve client experience, and maintain OCG compliance. Join us as we discuss how Intapp Billstream comes together with Intapp Time to strengthen your firm’s bottom line while creating a better work experience for...

Founded in 1861, Royal London is the U.K.’s largest insurance company. In the U.K., mutual companies like Royal London are customer-owned, which means that profits are shared with customers, not shareholders. Offering pension, life insurance, illness, and income protection, as well as...