Practical insights for professional services firms

For knowledge-based industries like legal, accounting, consulting, investment banking, and private equity, collaboration is the key to success. In this video podcast produced by Redmond Magazine, Intapp Chief Strategy Officer Mark Holman discusses how emerging technologies are...

Dykema, an Am-Law 200 law firm, needed to find a technology solution that met the firm’s critical matter use cases, data security, and governance requirements associated with the rollout of Microsoft Teams.

Law firms can improve the work-to-bill lifecycle with compliant time and prebilling software. Read what clients have to say about the power of Intapp Time, Terms, and Billstream, and how these solutions help them power profitable matter financial management and ensure client satisfaction.

Microsoft Teams has the power to streamline firm communication, matter and document collaboration, and client work. But many firms wonder: Where should they start? What are the most practical Microsoft Teams use cases? Who will benefit the most? How can they achieve adoption and...

Pat Archbold, General Manager of Collaboration and Content at Intapp, discusses the ways in which Intapp and Microsoft Teams are the future of law firm management software.

Intapp Privacy Brief

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...

In-house legal teams are overstretched and overwhelmed by their increasingly complex business needs. Although new technology could provide tighter control on corporate matter management and intuitive collaboration, many firms — especially those that are resistant to change — struggle...

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.

Gould & Ratner selects DealCloud as its single-source-of-truth CRM solution to gain critical legal marketing and BD insights, improve reporting capabilities, enhance the client experience, and drive firmwide growth.

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...