Practical insights for professional
services organizations

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Client Development Brochure

Intapp for Client Development is purpose-built to help you find and win more new business, develop your key-clients’ plans more strategically, and improve and accelerate collaboration with partners by using automation and today ’s most powerful technologies.

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Engagement DNA™

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

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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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Intapp Walls

Intapp Walls protects sensitive information with robust, centralized control to protect confidential data and limit access. Firms can enforce and maintain confidentiality across all sensitive client information, respond quickly and accurately to security audits, and ensure regulatory compliance.

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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.

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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.

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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.

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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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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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Compliant Time Webinar

Ready to reduce lost revenue and ensure compliance to OCGs?

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Minimize risks and maximize profits

Extended business risk monitoring beyond matter opening. Conflicts, diligence, engagement letters, matter set-up, walls, and ongoing compliance monitoring are all done in a unified system.

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Risk management for the entire client lifecycle

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

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Navigating a new reality in the client-empowered era

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

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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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Intapp Conflicts

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

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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.

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Global independence checks: regulatory necessity or growth opportunity?

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

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Client development experience

Explore the full report and uncover insights with industry experts

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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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Intapp Industry Cloud for Professional and Financial Services

Discover the first and only option built specifically for partners, providing personalized insights and AI-driven recommendations that drive business outcomes – with zero entry. Built from the ground up to help each partner drive business and to empower leadership to strategically manage the firm, Intapp unifies the client lifecycle – from strategy through origination and execution.

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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.

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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.

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Intapp Intake

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

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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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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.

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Law firms face a time and billing crossroads

Old timekeeping approaches simply can’t automate time capture, ensure billing terms compliance to OCGs, or provide accurate data for future pricing.

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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.

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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.

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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.

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Minimize risk and maximize profits

Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with Intapp Unified Business Acceptance.

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Intapp and applied AI

Intapp uses applied AI to provide actionable information through all stages of the client lifecycle.

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Intapp Integrate cloud deployment features

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

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Derisk your FMS migration

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

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The intelligent platform for professional services

Discover how the Intapp Professional Services Platform creates more intelligent, efficient services and a superior client experience.

Intapp cloud maintenance policies

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

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Intapp secure cloud data sheet

Learn how our cloud solution gives you the flexibility and scalability you need to meet today’s challenges.

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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.

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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.

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Orrick takes control of OCGs

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

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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.

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Rethink your client development process

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

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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.

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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.

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A quick guide to client evaluation

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Business process in power

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

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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.

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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.

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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.

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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.

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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.

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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.

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Top 10 reasons firms use Intapp Walls and Activity Tracker

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

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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.

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Transforming practice strategy into practical execution

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

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AI on the prize

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

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Introducing Intapp Pricing

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

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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.

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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.

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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.

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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.

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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.

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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.