webinar
A Paradigm Shift in Business Development
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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.
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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.
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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.
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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.
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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.
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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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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.
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You Are Here: Webinar Series
Part Three: What Law Firms Can Do Now
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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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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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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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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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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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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Pricing for profitability: Moving the needle on the pricing maturity model - gated webinar
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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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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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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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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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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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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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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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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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Zelle 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.
Secure Cloud Technical Requirements Security FAQ
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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.
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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Connect19 Conference Content
Access the great content from Intapp Connect19.
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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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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 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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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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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 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 interface.
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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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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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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 OnePlace Risk & Compliance.
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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.
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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.
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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.
Intapp cloud maintenance policies
Learn more about Intapp’s maintenance policies, timetables, and workabouts.
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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.
Deprecated Features Policy
Read our deprecated features policy
Sandbox Policy
Read our sandbox policy
Tenant Access Policy
Read our tenant access policy
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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.
