Practical insights for professional
services organizations

video

Client Development Experience

Explore the full report and uncover insights with industry experts

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.

video

Professional Services Platform

Leverage the Intapp Professional Services Platform to differentiate yourself and outcompete your peers. All while driving profitability up, and operational costs down.

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.

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.

demo

Intapp Intake

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

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.

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.

ebook

Law firms face a time and billing crossroads

Explore the hurdles firms face with current timekeeping practices and how compliant time offers a new path forward.

ebook

The 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.

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.

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.

data sheet

Minimize Risk and Maximize Profits

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

data sheet

Intapp and Applied AI

The Intapp Professional Services Platform uses applied AI to provide actionable information through all stages of the client life cycle.

data sheet

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.

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.

data sheet

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.

data sheet

Intapp Secure Cloud Data Sheet

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

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.

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.

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.

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.

video

Rethink Your Client Development Process

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

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.

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.

data sheet

A Quick Guide to Client Evaluation

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

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.

white paper

Global Independence Checks: Expensive Necessity or Growth Opportunity?

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

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.

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.

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.

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.

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.

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.

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.

white paper

Business Process in Power

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

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.

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.

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.

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.

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.

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.

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.

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.

data sheet

Transforming Practice Strategy into Practical Execution

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

article

AI on the prize

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

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.

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.

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.

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.

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.

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.

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.