• Resources

    Practical insights for professional services firms

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Video

Rising Stars: Perspectives on Success From Leaders Under 40

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...

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Professional Services
Conference content

The Future of Connected Innovation

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...

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Financial Services, Investment Banking
Video

Fireside Chat With Goldman Sachs

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,...

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Conference content

Curiosity: Finding Innovative Approaches to Operational and Digital Transformation

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...

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Financial Services, Investment Banking
Conference content

DealCloud Product Roadmap

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.

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Professional Services
Conference content

How to Take Advantage of Microsoft 365 and Improve Collaboration

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...

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Financial Services, Professional Services
Conference content

Managing Transactional Risks in Professional and Financial Services

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...

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Financial Services
Conference content

Building Your Firm’s Relationship Intelligence — the Lifeblood of Your Front Office

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

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Legal, Professional Services
Conference content

Compliance and Innovation in Time and Billing

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

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Conference content

The Connected Firm: A Process for Building Your Technology Strategy

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

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Compliant time and billing software for legal teams

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

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Legal

Intapp Workspaces Product Briefing: Using Microsoft Teams for Secure and Effective Law Firm Collaboration

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

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Legal

Roundtable: Learn How Top Firms are Deploying Microsoft Teams

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

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Legal

Elevate Profitability and Shorten Billing Workflows with Intapp Billstream

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

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Legal
Case study

Royal London improves matter management and collaboration with Intapp Documents for Corporate Counsel

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

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Financial Services
Article

How data integrity can increase firmwide efficiency

Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.

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Financial Services
Article

Understanding and preparing for each stage of an M&A transaction

Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

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Financial Services
Article

How to choose a pipeline management system that supports everyone in your CRE firm

Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.

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Financial Services
Article

Streamline your sanctions screening workflow with DealCloud

Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.

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Financial Services
Article

Equip your dealmakers with modern relationship management solutions

DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.

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Corporate Legal
Demo

Intapp Documents for Corporate Legal

Watch this Intapp Documents for Corporate Legal demo to discover how you can transform in-house legal workflows and streamline corporate legal matter management with Microsoft 365. Intapp Documents for Corporate Legal delivers a comprehensive matter management solution for corporate legal...