• Resources

    Practical insights for professional
    services organizations

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case study

FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure

FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.

Read on dealcloud.com

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webinar

Streamlining Risk Management in Restructuring Engagements

When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to productivity. Many firms conduct manual conflicts checks by pulling data from various siloed systems — but there’s a better way.

Watch On-Demand

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webinar

Creating the Connected Firm: Why Experience Matters

A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.

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case study

NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution

NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.

Read on dealcloud.com

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webinar

Get to Know OnePlace Operations & Finance: Unleashing the Power of Your Data to Drive More Profitable Business

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.

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webinar

Timekeeping and Profitable Delivery

This event — designed for Portuguese clients and interested firm representatives — will be facilitated in English and Portuguese.

Hourly rates continue to serve as the building blocks for all fee arrangements, which means accurate time recording is here to stay.
In this session, we’ll explore ways law firms collaborate with their lawyers to improve time capture and understand how this effort underpins profitable service delivery models. Law firm leaders will share their views, and experts will demonstrate how modern technology can improve time recording.

We’ll explore a number of profitability-related topics, including:
• Whether billable-hour targets offer an effective mechanism to measure lawyer performance
• How modern law firms help their lawyers reduce leakage and record more time
• How a shift in the complexity of client billing resulted in increased bill rejections and write-offs
• What impact this shift has had on profitability and client satisfaction, and how firms can address the challenge

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webinar

Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation

You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project.

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webinar

Enabling Efficient and Thorough Conflicts Clearance with Corporate Family Trees and Third-Party Content

Explore the use of corporate hierarchies within Intapp Conflicts and learn about the efficiency of using native third-party data integrations — Dun & Bradstreet (D&B), S&P Global Market Intelligence, and Bureau van Dijk (BvD) — within Intapp Conflicts. Watch a demo showing how firms incorporate third-party financial data into their intake processes for financial reviews, and understand how firms automate ongoing third-party data monitoring to ensure they’re protecting their firm after business acceptance.

Watch On-Demand

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webinar

CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies

You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.

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webinar

Intapp Risk Staffing Survey Readout: Risk Staffing Trends Helped Firms Craft a Stronger Pandemic Response

The COVID-19 pandemic dealt law firms and other professional service firms an unprecedented hand, but research shows that the professionalization of risk teams — and their firms’ support for distributed staff — helped position risk services to continue without interruption during stay-at-home restrictions.

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webinar

Intapp Technical Briefing - Moving to the Cloud

Intapp solution experts will share what you need to know about moving Integrate, OnePlace Risk & Compliance, and Intapp Time to the cloud, and discuss the experiences of Intapp clients as they made their cloud migration. We’ll cover our hybrid cloud strategy and cloud migration plans designed to help firms with existing on-premises deployments, and we’ll discuss market trends that will shape your future needs.

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webinar

Unleashing the Power of Your Data to Drive More Profitable Business

Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill while also considering how new tools and technology can help the firm operate more efficiently and profitably for the long term.

Watch On-Demand

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article

Risk Staffing Survey: Trends Helped Strong Pandemic Response

Read experts’ reflections on key findings from the recent Intapp Risk Staffing Survey to help inform your strategies in the new normal. Research shows that the professionalization of risk teams and firms’ support for distributed staff helped risk services continue without interruption the pandemic.

Learn More

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case study

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.

Read on dealcloud.com

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webinar

#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them

Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.

Watch On-Demand

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webinar

CRM Transformation Series, Part 2: Building Your Legal CRM Business Case

You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.

Watch On-Demand

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webinar

Succeeding as a Connected Firm in 2021 and Beyond

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.

Watch On-Demand

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case study

BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts

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webinar

Community of Success - OnePlace for IT Autumn 2020

Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which simplifies creation and management of complex approval requirements around assigning and notifying approvers. Additionally, we’ll highlight upcoming features in future releases.

Watch On-Demand

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webinar

Accelerating digital transformation by embedding a digital culture

What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?

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ebook

Better Timekeeping Boosts Revenue for Accounting Firms

Technology-based timekeeping helps professional services firms improve their top and bottom lines, immediately and in the post-pandemic world.

Read the EBook

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demo

Managing OCGs and Client Commitments with Intapp Terms

Come learn how your firm can more easily manage OCGs and client commitments using the power of Intapp Terms. Our experts will demo the product, with a special emphasis on new features including review workflow, enhanced search capabilities and comparison features, and a host of other advancements.

Watch On-Demand

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case study

FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.

Read on dealcloud.com

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data sheet

Intapp Terms Review and Approval Workflow

The management of commitments made to clients — via standard engagement letters, outside counsel guidelines, billing guidelines, etc. — is one of the key areas of law firm risk management. One of the most important aspects of managing these commitments is to ensure that they are reviewed and approved by key subject-matter experts (SMEs) and stakeholders from different areas in the firm.

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white paper

Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time

Managing law firm OCGs has become a permanent administrative function, and it’s essential that firm lawyers and staff understand — and comply with — their obligations. Success requires the collaboration of subject matter experts from a broad range of disciplines, centralized management, clearly mapped and articulated business processes, and technology that supports evolving requirements.

Read the White Paper

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webinar

Intapp Time virtual Community of Success (User Group) meeting

Watch On-Demand

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webinar

CRM Success Series, Part 2: Encouraging Adoption and User Success

Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success.

Watch On Demand

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Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond

Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including deeply integrated third-party data and AI — into their risk management processes.

Watch On Demand

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webinar

Managing Enterprise Risk in a Connected Firm

Living in a complex, fast-paced, and rapidly shifting world has elevated firms’ pressures and tested their business resilience. Although enterprise risk management approaches can mitigate these pressures, practical challenges to execution remain. In this webinar, we’ll explore the opportunity at hand to nurture sustainable, resilient, and profitable business through a connected firm strategy. Join us to hear perspectives from a panel of risk management experts: Darryl Cross, Director of Global Sales Enablement at Intapp; Kian Poon, Director at Intapp Strategic Consulting; and Anthony Davis, Of Counsel at Clyde & Co US.

Watch On-Demand

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webinar

Meeting (and Exceeding) Client and Firm Requirements with Intapp Walls

As clients are demanding tighter security controls, firms are looking to Intapp to enable them to not only protect sensitive client information, but to also protect the firm by ensuring regulatory compliance, managing and monitoring lateral moves, and providing teams with visibility into security policies. On November 11, join the team from Bird & Bird to hear how they have adopted the key features of Intapp Walls to help them not only meet stricter client demands, but exceed expectations with their clients and within the firm.

The Intapp Product team will also highlight recently introduced Intapp Walls features and provide a sneak peek of some exciting developments on the horizon.

Watch On-Demand

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webinar

Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter

When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their profit ecosystem? Join us in this moderated panel to discuss real-world examples of profit and client relationship erosion over time and how they were saved and increased by using the data already in the firm’s systems.

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white paper

Connecting the Dots and Data to Capture New Business

Intapp and The Legal Sales and Service Organization (LSSO) recently surveyed marketing and business development executives at midsize and large law firms to determine how they are approaching business development and “sales.” The results were illuminating: 90% of those surveyed reported that their firms utilize a decentralized marketing and business development model — an approach that largely disperses efforts and teams across an array of practice groups, industries, and client categories.

Download the White Paper

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webinar

Chief Marketing and Business Development Officers as Change Agents

Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law.

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webinar

Team Collaboration and Key Client Programs: Powerful Tools for Business Development

Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or rapid lateral integration, team collaboration requires new systems and processes. To provide actionable guidance and deliver better experiences through teams, firms must adopt technology that supports collaboration, automation, and data-driven insights.

Watch On-Demand

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Opening Keynote: Connecting Your Firm to Win in the Next Normal

John Hall, Intapp CEO, and Thad Jampol, Intapp co-founder and Chief Product Officer, share how to accelerate your success by unleashing your collective knowledge and supercharging your people. Fast Company Editor-in-Chief Stephanie Mehta addresses the underlying question of how a “next normal” mentality will set leaders up to innovate and better deal with future business interruptions.

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webinar

Client Commitments: Obligation or Opportunity?

Explore the benefits of adopting holistic terms management, and hear from OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.

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webinar

What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm

Join a panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.

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webinar

Create Speed and Agility in a Volatile Environment

Learn how simplifying processes can help safeguard your firm, lower firm costs, and drive profitability by enabling informed and strategic decisions to create the most value for your firm and the best outcomes for your clients​.

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webinar

Key Strategies for Putting Your Tech Investment to Work

Hear from representatives of leading firms sharing their tips and tricks, successes and failures, and best-laid plans for making technology investments that truly support lawyers achieving great things.

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webinar

Strengthen Your Decision-Making with Third-Party Data and AI

Take a deep dive into two important considerations in modern risk management for professional services firms: ​Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process.

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webinar

Connected Client Experiences: The New Imperative

Find out how modern marketing and business development teams use holistic client lifecycle management techniques and technologies to build stronger relationships, drive profitable revenue growth, and create enduring brands in a changing market.

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worksheet

Getting Started with Key-Client Planning

Key-client plans build the foundation for a better client experience by creating a tailored approach to strategy, origination, and execution of engagements. With the right technology in place, marketing teams can rapidly access client data that allows their firms and lawyers to stay ahead of client demands and anticipate their needs. By leveraging critical information across the client lifecycle, key-client plans foster smart collaboration, utilizing client intelligence to identify lawyers who can best serve key clients and create cross-selling opportunities.

Learn More

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webinar

Featured Session: The Era of the Connected Firm

Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry. 

Watch On-Demand

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Technology Innovations for Professional Services Firms

Join Intapp product team leaders to learn how our latest developments help you generate seamless interoperability between all your firm’s software and applications​; streamline acceptance, continuance, and conflicts resolution; and help your teams more easily manage to client budgets.

Watch On-Demand

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Powering the Connected Firm with Intapp Innovation

Learn how innovation powers the connected firm to provide valuable insights, unlock the latent potential of your people network, inform pricing and experience management, and close the loop between data, insights, and action.

Watch On-Demand

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webinar

Featured Session: The Era of the Connected Firm

Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry. 

Watch On-Demand

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webinar

Don’t Let Your Time — and Revenue — Slip Away

Learn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential revenue.

Watch On-Demand

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webinar

Mastering the Art of the Win-Win-Win Engagement

Explore a new framework for profitable delivery, and hear from OnePlace Operations & Finance clients who have leveraged advanced technology to structure engagements that mutually benefit all parties.

Watch On-Demand

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webinar

You Are Here: Webinar Series

Part Four: Where to from Here?

Daniel Susskind examines five stages of lockdown and emergence – and what happens next.

Watch On-demand

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case study

Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM

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case study

DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions

When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.

Read on dealcloud.com

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webinar

A Paradigm Shift in Business Development

The evolution of business development at law firms has taken the forefront as firms virtualize and engage with clients in new and different ways. It is now more important than ever that law firms hone in on business development practices to connect the firm and enable growth.
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webinar

CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape

Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have.

Watch On-Demand

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case study

J2 Global Leverages DealCloud to Enhance Deal Flow and Efficiently Manage Deal and Corporate Development Activity

The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.

Read on dealcloud.com

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brochure

Data Integration: OnePlace Marketing & BD with Dun & Bradstreet

With Dun & Bradstreet (D&B) data pre-integrated into OnePlace Marketing & Business Development, you can keep your CRM clean, complete and free of duplicates.

Download the fact sheet (PDF)

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Data Integration: Intapp Conflicts with Bureau van Dijk

The combined power of Intapp Conflicts clearance capabilities and Bureau van Dijk (BvD) business data lets you easily research and document relationships between existing and potential clients, helping your firm quickly and seamlessly identify and clear conflicts.

Download the fact sheet (PDF)

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Data Integration: Intapp Conflicts with S&P Global

The combined power of Intapp Conflicts clearance capabilities and S&P Global data lets you easily research and document relationships between existing and potential clients, helping your firm quickly and seamlessly identify conflicts.

Download the fact sheet (PDF)

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#EpicCRMFails Series, Part 1: Epic Fails - and How to Avoid Them

According to Chris Fritsch of CLIENTSFirst, almost every law firm currently using CRM software is looking for ways to increase the ROI on their technology investment. Sometimes learning what NOT to do can be even more instructive than learning what to do. Join us for part one of this four-part series examining the top issues that lead to CRM fails and hear stories from experienced professionals that can help you learn from the mistakes of others.

Watch On-Demand

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webinar

CRM Success Series, Part 1: Defining Value and Acing Implementation

Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that success.

Watch On-Demand

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case study

DealCloud Enables Sterling Organization to Increase Collaboration and Accelerate Deal Management Process

The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.

Read on dealcloud.com

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webinar

You Are Here: Webinar Series

Part One: How We Got to This Moment

During the first session of our three-part series, we examine the evolution of the legal profession, starting with its origins. We then discuss the dynamics that have driven change in recent years, and the lessons learned around working remotely during the pandemic. The dialogue will provide invaluable context for what lies ahead.

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webinar

You Are Here: Webinar Series

Part Two: Why This Is the Moment for Change

In the second session of our three-part series, Ralph and Richard explain why firms should seize this moment to make vital changes. The discussion will present not only the compelling advantages created by modernizing law firm operating models, but also the perilous competitive threats associated with returning to business as usual.

Watch On-demand

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You Are Here: Webinar Series

Part Three: What Law Firms Can Do Now

In the final session of our three-part series, Ralph and Richard present a framework for deciding what to do now. They explore opportunities to optimize, transform, and diversify. They challenge leaders to go beyond merely improving what they traditionally have done. And, they encourage firms to adopt these new ways of meeting the needs of their clients.

Watch On-demand

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webinar

Going Deep on Law Firm Profitability

The subject of law firm profitability has become popular recently – and for good reason. With real business forces impacting firms, lawyers can no longer avoid the subject. Most of the programs out there have taken a decidedly limited look at the subject, given that most in the industry are still getting to know it.

Watch On-Demand

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case study

FPE Capital Builds a Stronger, Connected Firm with DealCloud’s Integrated Platform

Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.

Read on dealcloud.com

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case study

Gerald Edelman’s Deal Advisory Team Turns to DealCloud to Systematically Track Deals and Relationships

For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.

Read on dealcloud.com

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webinar

Intapp Flow Client Care Program Demo Series

To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.

WATCH

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webinar

Leveraging Business-Value Forecasting

This session will explore our new reality and demonstrate how firms can confidently deploy their new forecasting skills to illuminate insights and leverage long-term advantage.

WATCH

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webinar

Resilience and the Connected Firm

In this webinar, Intapp’s Sanjeev Gandhi and Jennifer Roberts as well as KPMG’s Sebastian Hartmann will discuss the resilience of a connected firm and what it means in the new normal post-COVID market.

Watch

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Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)

From the top down, law firm leaders are under increased pressure to deploy strategies to drive growth. To succeed, firms need a deep understanding of clients and the ability to anticipate shifts in demand.

WATCH

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webinar

Legal CRM: Practical tips for aligning with client needs to drive growth (Part 2)

Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

WATCH

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Legal CRM: Practical changes that have a big impact on business performance (Part 3)

Watch part 3 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.

WATCH

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Legal CRM: Bringing your technology stack together to improve business performance (Part 4)

Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

WATCH

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case study

DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.

This boutique investment bank was seeking the right CRM solution to fit its unique needs.

Read on dealcloud.com

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case study

Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts

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white paper

Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time

Intapp Terms enables firms to gain visibility into increasingly complex and demanding client terms of business to promote enforcement with confidence. Intapp helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

Download the whitepaper

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webinar

Virtual event: Briefing Frontiers 2020: Closer to clients with Intapp

Briefing Frontiers: Closer to clients took place as a virtual event on 21 May 2020. The virtual event explored how firms can better align themselves to client needs, and foster stronger relationships

WATCH

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case study

DealCloud Provides Purpose-Built Deal and Relationship Management Platform for Atlantic Street Capital

Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.

Read on dealcloud.com

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webinar

Laying the Foundation for a Strong and Effective Pricing Framework

Join Intapp and Legal Success Consulting for this on-demand webinar, which covers key considerations for laying the foundation for an innovative pricing framework built to evolve with the needs of your business.

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Intapp Terms Community of Success Hour

Watch this session with Intapp Terms product experts Makaylia Roberts Binkley, AJ Ratnaparkhi, and James Edwards as they discuss how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

Watch the webinar

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Road to Recovery: Techniques & Technology to Transform Business Development

The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare opportunity to get lawyers to focus on business development and technology to help rebuild their practices.

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Intapp Connect Virtual Summit - IT and Innovation Session

Join Jose Lazares, Vice President of Products and Innovation for his perspectives on building a connected firm with next-generation cloud platform services and open APIs; listen to a fireside chat with one of your peers; and, see the latest Intapp The Intapp Platform integration and automation capabilities.

Watch on-demand

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Intapp Connect Virtual Summit - Risk & Compliance Session

Join John Sharkey, VP, Risk Practice for his perspectives on how Risk teams are adapting strategies and tactics during this current time; listen to a chat with one of your peers; and, see the latest functionality in Intapp OnePlace Risk & Compliance that can help now and in the future.

Watch on-demand

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Leveraging New Technologies in Risk Management to Deliver Client Success

Watch now to discover how accounting firms can leverage new technologies to optimize risk management and deliver client success.

Watch the webinar

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Intapp Connect Virtual Summit - Operations & Finance Session

Join Chris Kraft, General Manager, Operations and Finance for his perspectives on how operations, finance and pricing teams are adapting during this current time; listen to a fireside chat with one of your peers; and, see the latest functionality in Intapp OnePlace Operations & Finance that can help.

Watch on-demand

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Intapp Connect Virtual Summit - Marketing & Business Development Session

Watch Lavinia Calvert, General Manager of Intapp’s Marketing and Business Development Business, for her perspectives on how firm marketing and business development teams are adapting their strategies and tactics during this current time; and learn how OnePlace Marketing & Business Development can grow your firm’s relationships, revenue, and reputation.

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Bringing speed and agility to lawyers and timekeepers in a virtual world

Watch the on-demand webinar where Intapp experts discuss how current conditions are affecting the OnePlace Operations & Finance community and the resulting landscape shifts for lawyers. We also offer tips on streamlining time tracking and submission to support a virtual workforce.

Watch the webinar

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Identifying strategies to thrive amidst uncertainty

All firms want to grow, but it’s difficult to do so in an uncertain environment. 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.

Watch

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Intapp Conflicts Community of Success Hour

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.

Watch the webinar

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Third party content: a critical component of holistic business acceptance

Professional services firms around the world are facing unprecedented challenges in the light of uncertainty facing clients in every geography and sector. However, firms are using this moment in time to establish safeguards in order to be aware of changing risk profiles and to be able to quickly respond.

Watch on-demand

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Extraordinary circumstances require exceptional relationships to thrive

No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals and new business for firms. 

Watch

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video

Conflicts AI video

Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.

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Intapp Conflicts with AI-assisted clearance

Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.

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case study

Kayne Anderson Real Estate Uses DealCloud to Optimize Productivity, Streamline Deal Execution Process, and Increase Transparency

The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.

Read on dealcloud.com

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webinar

Intapp Intake Community of Success Hour

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

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Risk Management in Uncertain Times

From managing remote and distributed teams to more closely monitoring clients’ evolving financial situations, risk management teams in today’s environment are charged with more responsibility and strategic oversight than ever before.

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podcast

Just Go With the Flow! – How Workflows Can Improve and Automate Business Processes

On this ILTA podcast, hear Milan Bobde, Director of Product Management at Intapp, discuss the best practices for identifying and automating processes to keep legal organizations agile and as efficient as possible.

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webinar

A New Paradigm for Professional Services Firms — Resilience and Opportunities in the Face of Uncertainty

Change is never easy – especially for partner-led professional services firms where key decisions typically require consensus.  Abrupt, overwhelming, unpredictable change is even more difficult.

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white paper

The business value of Intapp Time and Intapp Terms for law firms

Billable hours are the lifeblood of any legal firm. Explore how Intapp Time and Intapp Terms can help your firm improve client retention, increase lawyer productivity, and ultimately increase firm revenue.

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How law firm marketers can lead through crisis and build resilience

Join us as we discuss ways to stay connected and focused amid the COVID-19 outbreak and provide world-class marketing and business development support during this time of social distancing.

 

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case study

Riverside Adopts DealCloud to Streamline Operations, Contain Overhead Costs, and Deliver Better Business Outcomes

This investment management firm was seeking a solution to streamline operations and improve business outcomes.

Read on dealcloud.com

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webinar

Building the AI-Powered Organization — Avoiding the Perils of the Plug and Play Mindset

Law firms have entered a time of unimagined business challenges and face unique opportunities to help clients navigate a new reality. Is your firm ready accelerate the move to a digital business? The power of artificial intelligence (AI) will be critical to your long-term goals in transforming the ways you work and engage with clients.

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webinar

Pricing for profitability: Moving the needle on the pricing maturity model - gated webinar

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case study

Hamilton Lane Consolidates Data and Improves Relationship Management with DealCloud Platform

This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.

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brochure

Data Integration: Intapp Conflicts with D&B

The combined power of Intapp Conflicts clearance capabilities and Dun & Bradstreet (D&B) business data lets you easily research and document relationships between existing and potential clients, helping your firm quickly and seamlessly identify and clear conflicts.

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Legal Marketing Talent – or Lack Thereof. What to do?

There is no secret that there is a genuine supply and demand issue with legal marketing talent at all levels; there is simply not enough people to go around for the positions that are open.

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Centralizing risk management to drive business growth

See the results of the Intapp Risk Staffing Survey and hear firsthand from representatives of Dickinson Wright PLLC and Greenberg Traurig, which has made the move to a centralized approach to risk management.

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case study

Allen Matkins boosted event attendance by 20% while improving attendee quality

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case study

McGuireWoods revamped its CRM data to improve its business development efforts

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ebook

Taming time with technology

Download this ebook to learn how capturing timekeeping data can help your firm make time entry accurate, contemporaneous, and compliant with client billing terms.

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webinar

Leveraging AI to increase profitability

With a large emphasis on AI and Machine Learning in the future, many Accounting and Consulting firms are looking for ways to implement new technologies to help them streamline operations, predict engagements and reduce overall costs. Watch our webinar to learn how!

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ebook

Revealing the hidden value in your engagements

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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webinar

Modernizing Business Development Webinar

Today’s legal clients scrutinize their spending and are well informed about prices, value and competitive alternatives. This necessitates insight-driven marketing and business development strategies.

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point of view

The modern law firm: Advancing client development from reactive to predictive

Law firms that take a modern approach to client development and transition their organizations from reactive to insight-based will accelerate their ability to win business with both new and existing clients.

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case study

Brownstein Hyatt Farber Schreck accelerates business acceptance

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brief

Global Independence Brief

For global accounting networks, the  future of conflicts management and independence is a single, searchable set of data paired with automation to not only ensure compliance, but also serve as a foundation for firm growth.

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data sheet

Architecture Overview and Reliability

The Intapp Secure Cloud is designed from the ground up to meet the needs of legal, financial, and professional services firms and their clients requiring the highest level of security and control over their data. Our cloud model incorporates the key elements of secure computing and exceeds common regulatory requirements while preserving firms’ control over data access.

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The Intapp Platform

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Intapp Time

Intapp Time helps firms capture and record more work, ensure that time entries align to outside counsel guidelines, and accelerate the work-to-collect cycle while improving realization.

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Intapp Pricing

Intapp Pricing uses the power of AI to help you quickly and accurately scope, price, budget, resource, and monitor your engagements to ensure profitable execution while meeting your clients’ expectations.

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data sheet

Intapp CRM

From sourcing through origination and execution, Intapp CRM provides a seamless experience to help you enhance revenue, reputation, and retention.

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Intapp Experience

Intapp Experience uses intelligent search and AI to discover all your firm’s collective expertise, so you can get the answers you need to help your firm differentiate itself, outcompete peers, and win more business.

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Intapp Relationships

Intapp Relationships uncovers smart and actionable insights about your firm’s key connections using a zero-entry capture approach.

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OnePlace Risk & Compliance

OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.

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case study

Orrick streamlines lateral hire onboarding with modernized data capture

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case study

Zelle Case Study

Zelle overhauls business acceptance process, moves to the cloud

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case study

Zelle overhauls business acceptance process, moves to the cloud

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Intapp OnePlace

Built from the ground up to fit the way professional services firms work, Intapp OnePlace helps you unify the client lifecycle from strategy through origination and execution.

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The Intapp Platform

The The Intapp Platform provides a common set of core capabilities and reusable components that power all Intapp products and solutions.

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case study

RSM US automates the client lifecycle with Intapp

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case study

RSM US talks about the importance of using a purpose-built platform made just for accounting firms

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case study

Ross Forgione of Johnson Winter & Slattery on innovating with Intapp

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case study

Toby Brown of Perkins Coie on the value of Intapp

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case study

Farrer & Co advances their cloud strategy with one unified system for business acceptance

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case study

Bird & Bird streamlines business acceptance process with tightened security model

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Secure Cloud Technical Requirements Security FAQ

Read the FAQ

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white paper

Risk Management Survey

Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.

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point of view

The Modern CMO: Advancing Marketing from Reactive to Predictive

Chief marketing officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients.

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premium content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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brochure

OnePlace Marketing & Business Development

OnePlace Marketing & Business Development delivers strategic client insights to marketing and business-development teams to fuel collaboration and drive growth.

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case study

Intapp Experience provided Finnegan with a reliable, one-stop source of searchable information on professionals, cases, matters, and clients.

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data sheet

Engagement DNA™

Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.

5 MIN READ

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ebook

Power pricing in the age of AI

Discover how law firms can use technology to develop tactical and strategic approaches to pricing.

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brochure

Intapp Walls

Intapp Walls lets you manage and track access to sensitive information across a wide variety of applications throughout your firm’s data ecosystem.

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case study

Johnson Winter & Slattery accelerates billing cycle with Intapp Time

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article

Streamlined business acceptance: You can get there

What if you could connect all the analysis, systems, and people involved in business acceptance? Flip through this article to learn how you can streamline evaluations and compliance with a unified approach.

8 MIN READ

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article

Modern business acceptance arrives: automated client terms and strategic-fit compliance

What if you could make new business evaluations multi-dimensional and continuous? Flip through this article to learn how to incorporate new risk factors and ongoing monitoring into your business acceptance.

8 MIN READ

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infographic

Growth opportunities for Mid Law

Intelligent, automated technology has the potential to drive growth for mid-sized law firms (those with 75-300 attorneys), but there’s a large gap between interest and current utilization.

4 min read

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video

Time management for tax

Intapp Time is the only enterprise-grade time capture and analysis platform specifically designed for large accounting firms.

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webinar

Client Development Webinar

This webinar walks you through the 2018 Law Firm Growth Enablement Survey— a joint research study between Calibrate Legal and Intapp.

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webinar

Risk management for the entire client lifecycle

Discover the complete, continuous solution to meet today’s business acceptance challenges

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ebook

Navigating a New Reality in the Client-Empowered Era

 

 

Read our report to learn if your firm is making the right investments in legal technology.

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ebook

Harnessing data to win more business

Explore how firms can leverage data and technology to build stronger client relationships and fuel growth.

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demo

Intapp Conflicts

Intapp Conflicts accelerates conflicts resolution by streamlining critical risk-management activities within a single interface.

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article

Passive time capture: How this critical feature helps firms track value

What if you could automatically capture time data? Flip through this interactive article to learn about a timekeeping solution that you will love while adding accuracy that helps you know the true cost of your client engagements.

8 MIN READ

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white paper

Global independence checks: regulatory necessity or growth opportunity?

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

10 MIN READ

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video

Client development experience

Explore the full report and uncover insights with industry experts

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video

Business acceptance

Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.

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white paper

Acceptance, continuance, and independence in accounting

Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.

10 MIN READ

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infographic

Build better BD to fuel growth

The state of business development leaves room for improvement and this infographic highlights some of the challenges. Intapp Experience empowers new business development with an AI-based approach that sources current data to give you the answers you need.

4 MIN READ

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demo

Intapp Intake

Intapp Intake helps you take on new business while managing regulatory, financial, and reputational risks.

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demo

Intapp Terms

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

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demo

Intapp Time

Intapp Time is a total time management solution to find and capture missed time, improve realization, and enable on-the-go timekeeping with full mobile capabilities.

SEE DEMO

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ebook

5 big trends changing law firm business acceptance

Read the five global legal trends that are testing the limits of even the best new business acceptance models.

Read

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infographic

Increase realization from your tax engagements

Accounting firms can increase revenue realization with better pricing, better project management, and improved personnel allocations with a better time keeping tool.

4 MIN READ

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white paper

Revolutionizing professional services firms with time

Learn how total time management is helping professional services firms transform their business with better pricing, project management, and personnel management decisions.

10 MIN READ

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data sheet

Minimize risk and maximize profits

Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with OnePlace Risk & Compliance.

5 MIN READ

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case study

Foster Pepper increases velocity of new business acceptance

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case study

Intapp supports innovation at Gilbert + Tobin

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tech brief

Applied AI

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

5 MIN READ

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data sheet

Intapp Integrate cloud deployment features

Integrate allows you to easily operate in the cloud, enabling the integration of Intapp OnePlace with other cloud-based business applications.

2 MIN READ

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white paper

Derisk your FMS migration

As Elite Enterprise gives way to Elite 3E, firms have an opportunity to leverage technology to derisk their planned migrations.

10 MIN READ

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Intapp cloud maintenance policies

Learn more about Intapp’s maintenance policies, timetables, and workabouts.

10 MIN READ

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data sheet

Intapp secure cloud

The Intapp Secure Cloud enables firms to securely access cutting-edge technology from any device or location while providing the necessary agility, flexibility, and scalability to respond quickly and effectively to the firm’s challenges.

7 MIN READ

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Deprecated Features Policy

Read our deprecated features policy

Read the Policy

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Sandbox Policy

Read our sandbox policy

Read the Policy

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Tenant Access Policy

Read our tenant access policy

Read the Policy

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infographic

Recommended FMS migration plan timeline

Learn how having a sound plan and road map through implementation ensures that your firm gets the most value out of the Intapp platform.

10 MIN READ

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infographic

Key front-office benefits

Tedious processes become almost instantaneous, your lawyers will enjoy simplified time-entry, and clients will be delighted at your new efficiency.

4 MIN READ

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video

Orrick takes control of OCGs

Discover how Intapp Terms puts Orrick in a better position to mitigate risk, build trust, and strengthen client relationships.

5 MIN WATCH

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white paper

The ROI of total time management

Based on research from Hobson & Company, discover the business case for total time management, and how Intapp Time provides strategic advantages to real-world firms.

8 MIN READ

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case study

Ward and Smith improves operational efficiency with Intapp OnePlace

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video

Rethink your client development process

Watch how Intapp Experience and Pricing can help firms to win more business.

2 MIN VIDEO

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case study

Timely automation at DAC Beachcroft

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data sheet

A quick guide to on-boarding efficiency

Law firms are opening matters faster with mobile-enabled processes, AI-assisted client terms capture and automation of the entire workflow.

5 MIN READ

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data sheet

A quick guide to client engagement risk and compliance

Law firm business acceptance now must extend beyond initial conflicts and intake procedures and inject continuous monitoring of OCG compliance, information access controls and client corporate changes.

5 MIN READ

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data sheet

A quick guide to client evaluation

Learn how Intapp allows you to comprehensively review, analyze, and score potential clients more efficiently.

5 MIN READ

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video

Change is coming to your firm’s core financial and practice systems

Learn how firms are driving strategy and goals by choosing Intapp to replace their front office systems.

3 MIN VIDEO

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case study

Zelle reduces operational costs and drives efficiency in client service delivery

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case study

Seyfarth Shaw drives firm-wide innovation with Intapp

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case study

Osler modernizes and streamlines their new business acceptance process with Intapp

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case study

Leveraging Intapp Terms to mitigate risk and deliver superior client service

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case study

Clyde & Co finds a strategic partnership in Intapp

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case study

William Buck Victoria: Improving client service with Intapp Flow and Integrate

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case study

Osborne Clarke relies on Intapp for total time recording and experience management

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data sheet

The business acceptance lifecycle: a comprehensive approach

Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.

7 MIN READ

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infographic

Business acceptance: a balancing act

Accepting new business is always a careful decision, but firms don’t have to choose between speed and security anymore. Learn how Intapp can help evaluate clients more efficiently.

5 MIN READ

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data sheet

Conflicts management: the special case of restructuring and bankruptcy engagements

Learn how Intapp enables firms to automate the conflict management process for restructuring retention applications—expediting conflict clearance and increasing compliance.

5 MIN READ

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data sheet

Total time management: the cornerstone of financial control

Learn how Intapp’s automated capture technology helps tax professionals and firm management—accelerating revenue by accurately recording time spent on each engagement.

10 MIN READ

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data sheet

Dedicated solutions for the trust and corporate services industry

Learn how Intapp’s workflow and integration solutions help automate privacy and compliance for the Trust and Corporate Services industry.

5 MIN READ

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white paper

Automating conflict clearance to win more deals

Explore the issues around deal management and conflicts clearance, and learn how savvy firms use automation to accelerate deal flow.

10 MIN READ

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data sheet

Intapp Integrate data sheet

Learn how Intapp Integrate simplifies communications from different systems, making it quick and efficient to execute a broad range of IT tasks.

5 MIN READ

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white paper

Business process in power

Intapp senior managers discuss the move from back-office process management to business-wide automated and expedited workflows.

10 MIN READ

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white paper

Busting the top 10 cloud computing myths

Learn the the truth behind 10 common cloud technology myths and how they may be putting late adopters at a competitive disadvantage.

5 MIN READ

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white paper

A brighter day for cloud

Law firms have been cautious about adopting cloud technology, but Jose Lazares, VP, product and business management at Intapp, discusses how he sees attitudes changing.

10 MIN READ

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data sheet

A fresh approach to workflow and legal practice automation

Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.

5 MIN READ

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data sheet

Total time management for firms of all sizes

Explore the advantages of Intapp Time and read perspectives of firms that have come to depend on the product to redefine the traditional relationship between time and billing.

5 MIN READ

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white paper

The ROI of total time management

Based on research from Hobson & Company, discover the business case for total time management, and how Intapp Time provides strategic advantages to real-world law firms.

8 MIN READ

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data sheet

Intapp Walls—matter security, client confidentiality, and compliance

Explore how firms are using Intapp Walls to create a centralized information security solution that provides unprecedented capability and control.

5 MIN READ

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data sheet

Top 10 reasons firms use Intapp Walls and Activity Tracker

Discover how law firms are using Intapp Walls to address security and compliance requirements.

5 MIN READ

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data sheet

Coming to terms with tougher client requirements

Learn why innovative firms use the power of Intapp Terms to quickly access contracts, review terms, check obligations, and track related documents.

5 MIN READ

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data sheet

Transforming practice strategy into practical execution

Learn how Intapp Conflicts makes it easier to navigate regulatory rules, compliance requirements, and professional standards.

3 MIN READ

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article

AI on the prize

Industry experts from Dun & Bradstreet and Intapp discuss how combining automation with effective risk management can drive profitability.

10 MIN READ

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data sheet

Introducing Intapp Pricing

Take a look at the key benefits offered with Intapp Pricing and learn how it modernizes value-based price propositions.

5 MIN READ

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white paper

Pricing for client advantage

Explore key research findings into the legal industry pricing landscape and learn how a pricing tool can put firms at a competitive advantage.

10 MIN READ

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data sheet

Intapp Experience data sheet

Learn how Intapp Experience provides a robust, comprehensive view of a firm’s past experience–allowing it to focus on pursuing relevant new business.

5 MIN READ

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article

Data-driven business development initiatives: is your firm utilizing the complete value of existing assets?

Learn about common problems that complicate the assessment of client requests and the evaluation of new business—and how firms are gaining efficiency.

15 MIN READ

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data sheet

New business acceptance is broken – Intapp Intake fixes it

Learn why Intapp Intake is the leading business acceptance solution and how it facilitates an efficient, information-driven client evaluation process.

5 MIN READ

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data sheet

Intapp Intake for engagement letters

Explore how Intapp Intake makes it easy for firms to automatically draft and manage engagement letters as part of their standard inception process.

2 MIN READ

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case study

McMillan accelerates payment processing with Intapp Flow and Integrate

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case study

Loeb & Loeb speeds new business intake, reduces risk with Intapp

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case study

Viewpoint: Automating processes for data integrity & IP practice efficiency

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case study

Lane Powell centralizes new business acceptance with Intapp

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Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts

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case study

Arnold Bloch Leibler leverages Intapp for successful PMS migration

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webinar

Webinar: new vendor intake (HBR Consulting & Intapp Flow)

Learn how HBR Consulting leverages Intapp Flow to manage “NVI” and procurement as part of the entire vendor lifecycle.

37 MIN VIDEO

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Identity and Access Management

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