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Intapp Technical Briefing for Accounting and Consulting Leaders: Repstor/OnePlace Collaboration & Content
Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp OnePlace.
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Nelson Mullins Centralizes Matter Management and Content Organization in Microsoft Teams
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Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships
Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.
- Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships
- Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs
- Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact
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Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records
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Client Community Event: OnePlace Client Development
Join us for the relaunch of the Intapp community for OnePlace client development. At this event, you’ll connect with your peers and learn alongside others who leverage the OnePlace client development solution.
In this session, our panel will discuss and share details on the following key initiatives:
- Future updates to OnePlace client development solution
- Our development roadmap for the rest of 2021
- Our new Intapp Community portal
- Tips and tricks for enhanced List Builder and List Contributor features
tech brief
Intapp Technical Briefing: Repstor/OnePlace Collaboration & Content
Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp OnePlace.
tech brief
User Community Event: OnePlace Risk & Compliance for Legal
Join this Intapp user community event to connect with your peers and learn from others who also leverage OnePlace Risk & Compliance for business acceptance.
OnePlace Marketing & Business Development Webinar: Solution Overview
In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals.
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Administration | OnePlace Marketing & Business Development Solution Webinar Series
Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs
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Contacts and Relationships Management with Intapp | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development helps you gather more and better contact data, tag contacts to drive targeted engagement, and understand who knows whom across the firm.
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Whitespace, Client Metrics, and Plans | OnePlace Marketing & Business Development Solution Webinar Series
Learn how to leverage firmwide data to pinpoint opportunities — and risk — across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery.
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Campaigns | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of marketing activities to inform both strategic and tactical actions.
Intapp Technical Requirements
The Intapp Secure Cloud provides a highly scalable and secure hybrid architecture, built to meet the needs of industries that require the highest level of client confidentiality.
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OnePlace Marketing & Business Development Webinar: Solution Overview
Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong.
Join us as we introduce OnePlace Marketing & Business Development, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams but also provides a seamless experience to help your firm enhance its revenue, reputation, and retention. In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals, including:
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Opportunity Tracking and Referral Management | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.
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#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Please join us for the semiannual User Community event for OnePlace Operations & Finance users. Join a panel of OnePlace Operations & Finance experts — Matt McInerny, Client Advisory Director; Jill Nelson, Senior Director; and Sharon Scenna, Industry Consultant — to learn how Intapp products and solutions have evolved to better support operations and finance capabilities.
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Get to Know OnePlace Risk & Compliance: Turn Risk Management into a Competitive Advantage
As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution that manages compliance, strategically evaluates new business, and drives revenue by accelerating conflicts analysis and reporting.
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Fredrikson & Byron Deploys AI-Powered Intapp Pricing to Improve Estimates, Manage Budgets, and Monitor Matter Progress
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FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure
FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.
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Streamlining Risk Management in Restructuring Engagements
When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to productivity. Many firms conduct manual conflicts checks by pulling data from various siloed systems — but there’s a better way.
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Creating the Connected Firm: Why Experience Matters
A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.
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NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution
NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.
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Get to Know OnePlace Operations & Finance: Unleashing the Power of Your Data to Drive More Profitable Business
As law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver engagements that result in happier clients and higher profits.
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Timekeeping and Profitable Delivery
This event — designed for Portuguese clients and interested firm representatives — will be facilitated in English and Portuguese.
Hourly rates continue to serve as the building blocks for all fee arrangements, which means accurate time recording is here to stay.
In this session, we’ll explore ways law firms collaborate with their lawyers to improve time capture and understand how this effort underpins profitable service delivery models. Law firm leaders will share their views, and experts will demonstrate how modern technology can improve time recording.
We’ll explore a number of profitability-related topics, including:
• Whether billable-hour targets offer an effective mechanism to measure lawyer performance
• How modern law firms help their lawyers reduce leakage and record more time
• How a shift in the complexity of client billing resulted in increased bill rejections and write-offs
• What impact this shift has had on profitability and client satisfaction, and how firms can address the challenge
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Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation
You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project.
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Enabling Efficient and Thorough Conflicts Clearance with Corporate Family Trees and Third-Party Content
Explore the use of corporate hierarchies within Intapp Conflicts and learn about the efficiency of using native third-party data integrations — Dun & Bradstreet (D&B), S&P Global Market Intelligence, and Bureau van Dijk (BvD) — within Intapp Conflicts. Watch a demo showing how firms incorporate third-party financial data into their intake processes for financial reviews, and understand how firms automate ongoing third-party data monitoring to ensure they’re protecting their firm after business acceptance.
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CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies
You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.
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Intapp Risk Staffing Survey Readout: Risk Staffing Trends Helped Firms Craft a Stronger Pandemic Response
The COVID-19 pandemic dealt law firms and other professional service firms an unprecedented hand, but research shows that the professionalization of risk teams — and their firms’ support for distributed staff — helped position risk services to continue without interruption during stay-at-home restrictions.
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Intapp Technical Briefing - Moving to the Cloud
Intapp solution experts will share what you need to know about moving Integrate, OnePlace Risk & Compliance, and Intapp Time to the cloud, and discuss the experiences of Intapp clients as they made their cloud migration. We’ll cover our hybrid cloud strategy and cloud migration plans designed to help firms with existing on-premises deployments, and we’ll discuss market trends that will shape your future needs.
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Unleashing the Power of Your Data to Drive More Profitable Business
Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill while also considering how new tools and technology can help the firm operate more efficiently and profitably for the long term.
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Risk Staffing Survey: Trends Helped Strong Pandemic Response
Read experts’ reflections on key findings from the recent Intapp Risk Staffing Survey to help inform your strategies in the new normal. Research shows that the professionalization of risk teams and firms’ support for distributed staff helped risk services continue without interruption the pandemic.
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Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution
Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.
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#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
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CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.
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Succeeding as a Connected Firm in 2021 and Beyond
As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle.
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BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
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Community of Success - OnePlace for IT Autumn 2020
Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which simplifies creation and management of complex approval requirements around assigning and notifying approvers. Additionally, we’ll highlight upcoming features in future releases.
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Accelerating digital transformation by embedding a digital culture
What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?
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Better Timekeeping Boosts Revenue for Accounting Firms
Technology-based timekeeping helps professional services firms improve their top and bottom lines, immediately and in the post-pandemic world.
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Managing OCGs and Client Commitments with Intapp Terms
Come learn how your firm can more easily manage OCGs and client commitments using the power of Intapp Terms. Our experts will demo the product, with a special emphasis on new features including review workflow, enhanced search capabilities and comparison features, and a host of other advancements.
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FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes
We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.
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Intapp Terms Review and Approval Workflow
The management of commitments made to clients — via standard engagement letters, outside counsel guidelines, billing guidelines, etc. — is one of the key areas of law firm risk management. One of the most important aspects of managing these commitments is to ensure that they are reviewed and approved by key subject-matter experts (SMEs) and stakeholders from different areas in the firm.
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Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time
Managing law firm OCGs has become a permanent administrative function, and it’s essential that firm lawyers and staff understand — and comply with — their obligations. Success requires the collaboration of subject matter experts from a broad range of disciplines, centralized management, clearly mapped and articulated business processes, and technology that supports evolving requirements.
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Intapp Time virtual Community of Success (User Group) meeting
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CRM Success Series, Part 2: Encouraging Adoption and User Success
Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success.
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Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond
Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including deeply integrated third-party data and AI — into their risk management processes.
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Managing Enterprise Risk in a Connected Firm
Living in a complex, fast-paced, and rapidly shifting world has elevated firms’ pressures and tested their business resilience. Although enterprise risk management approaches can mitigate these pressures, practical challenges to execution remain. In this webinar, we’ll explore the opportunity at hand to nurture sustainable, resilient, and profitable business through a connected firm strategy. Join us to hear perspectives from a panel of risk management experts: Darryl Cross, Director of Global Sales Enablement at Intapp; Kian Poon, Director at Intapp Strategic Consulting; and Anthony Davis, Of Counsel at Clyde & Co US.
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Meeting (and Exceeding) Client and Firm Requirements with Intapp Walls
As clients are demanding tighter security controls, firms are looking to Intapp to enable them to not only protect sensitive client information, but to also protect the firm by ensuring regulatory compliance, managing and monitoring lateral moves, and providing teams with visibility into security policies. On November 11, join the team from Bird & Bird to hear how they have adopted the key features of Intapp Walls to help them not only meet stricter client demands, but exceed expectations with their clients and within the firm.
The Intapp Product team will also highlight recently introduced Intapp Walls features and provide a sneak peek of some exciting developments on the horizon.
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Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter
When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their profit ecosystem? Join us in this moderated panel to discuss real-world examples of profit and client relationship erosion over time and how they were saved and increased by using the data already in the firm’s systems.
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Connecting the Dots and Data to Capture New Business
Intapp and The Legal Sales and Service Organization (LSSO) recently surveyed marketing and business development executives at midsize and large law firms to determine how they are approaching business development and “sales.” The results were illuminating: 90% of those surveyed reported that their firms utilize a decentralized marketing and business development model — an approach that largely disperses efforts and teams across an array of practice groups, industries, and client categories.
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Chief Marketing and Business Development Officers as Change Agents
Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law.
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Team Collaboration and Key Client Programs: Powerful Tools for Business Development
Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or rapid lateral integration, team collaboration requires new systems and processes. To provide actionable guidance and deliver better experiences through teams, firms must adopt technology that supports collaboration, automation, and data-driven insights.
Opening Keynote: Connecting Your Firm to Win in the Next Normal
John Hall, Intapp CEO, and Thad Jampol, Intapp co-founder and Chief Product Officer, share how to accelerate your success by unleashing your collective knowledge and supercharging your people. Fast Company Editor-in-Chief Stephanie Mehta addresses the underlying question of how a “next normal” mentality will set leaders up to innovate and better deal with future business interruptions.
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Client Commitments: Obligation or Opportunity?
Explore the benefits of adopting holistic terms management, and hear from OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.
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What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm
Join a panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.
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Create Speed and Agility in a Volatile Environment
Learn how simplifying processes can help safeguard your firm, lower firm costs, and drive profitability by enabling informed and strategic decisions to create the most value for your firm and the best outcomes for your clients.
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Key Strategies for Putting Your Tech Investment to Work
Hear from representatives of leading firms sharing their tips and tricks, successes and failures, and best-laid plans for making technology investments that truly support lawyers achieving great things.
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Strengthen Your Decision-Making with Third-Party Data and AI
Take a deep dive into two important considerations in modern risk management for professional services firms: Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process.
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Connected Client Experiences: The New Imperative
Find out how modern marketing and business development teams use holistic client lifecycle management techniques and technologies to build stronger relationships, drive profitable revenue growth, and create enduring brands in a changing market.
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Getting Started with Key-Client Planning
Key-client plans build the foundation for a better client experience by creating a tailored approach to strategy, origination, and execution of engagements. With the right technology in place, marketing teams can rapidly access client data that allows their firms and lawyers to stay ahead of client demands and anticipate their needs. By leveraging critical information across the client lifecycle, key-client plans foster smart collaboration, utilizing client intelligence to identify lawyers who can best serve key clients and create cross-selling opportunities.
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Featured Session: The Era of the Connected Firm
Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
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Technology Innovations for Professional Services Firms
Join Intapp product team leaders to learn how our latest developments help you generate seamless interoperability between all your firm’s software and applications; streamline acceptance, continuance, and conflicts resolution; and help your teams more easily manage to client budgets.
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Powering the Connected Firm with Intapp Innovation
Learn how innovation powers the connected firm to provide valuable insights, unlock the latent potential of your people network, inform pricing and experience management, and close the loop between data, insights, and action.
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Featured Session: The Era of the Connected Firm
Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
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Don’t Let Your Time — and Revenue — Slip Away
Learn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential revenue.
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Mastering the Art of the Win-Win-Win Engagement
Explore a new framework for profitable delivery, and hear from OnePlace Operations & Finance clients who have leveraged advanced technology to structure engagements that mutually benefit all parties.
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Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM
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DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions
When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.
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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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J2 Global Leverages DealCloud to Enhance Deal Flow and Efficiently Manage Deal and Corporate Development Activity
The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.
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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.
#EpicCRMFails Series, Part 1: Epic Fails - and How to Avoid Them
According to Chris Fritsch of CLIENTSFirst, almost every law firm currently using CRM software is looking for ways to increase the ROI on their technology investment. Sometimes learning what NOT to do can be even more instructive than learning what to do. Join us for part one of this four-part series examining the top issues that lead to CRM fails and hear stories from experienced professionals that can help you learn from the mistakes of others.
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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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DealCloud Enables Sterling Organization to Increase Collaboration and Accelerate Deal Management Process
The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.
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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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FPE Capital Builds a Stronger, Connected Firm with DealCloud’s Integrated Platform
Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.
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Gerald Edelman’s Deal Advisory Team Turns to DealCloud to Systematically Track Deals and Relationships
For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.
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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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DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.
This boutique investment bank was seeking the right CRM solution to fit its unique needs.
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Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts
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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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DealCloud Provides Purpose-Built Deal and Relationship Management Platform for Atlantic Street Capital
Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.
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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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Kayne Anderson Real Estate Uses DealCloud to Optimize Productivity, Streamline Deal Execution Process, and Increase Transparency
The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.
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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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Riverside Adopts DealCloud to Streamline Operations, Contain Overhead Costs, and Deliver Better Business Outcomes
This investment management firm was seeking a solution to streamline operations and improve business outcomes.
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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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Hamilton Lane Consolidates Data and Improves Relationship Management with DealCloud Platform
This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.
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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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Allen Matkins boosted event attendance by 20% while improving attendee quality
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McGuireWoods revamped its CRM data to improve its business development efforts
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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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Brownstein Hyatt Farber Schreck accelerates business acceptance
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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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Orrick streamlines lateral hire onboarding with modernized data capture
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Zelle Case Study
Zelle overhauls business acceptance process, moves to the cloud
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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.
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RSM US automates the client lifecycle with Intapp
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RSM US talks about the importance of using a purpose-built platform made just for accounting firms
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Ross Forgione of Johnson Winter & Slattery on innovating with Intapp
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Toby Brown of Perkins Coie on the value of Intapp
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Farrer & Co advances their cloud strategy with one unified system for business acceptance
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Bird & Bird streamlines business acceptance process with tightened security model
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.
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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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Intapp Experience provided Finnegan with a reliable, one-stop source of searchable information on professionals, cases, matters, and clients.
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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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Johnson Winter & Slattery accelerates billing cycle with Intapp Time
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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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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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Foster Pepper increases velocity of new business acceptance
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Intapp supports innovation at Gilbert + Tobin
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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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Ward and Smith improves operational efficiency with Intapp OnePlace
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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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Timely automation at DAC Beachcroft
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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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Zelle reduces operational costs and drives efficiency in client service delivery
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Seyfarth Shaw drives firm-wide innovation with Intapp
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Osler modernizes and streamlines their new business acceptance process with Intapp
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Leveraging Intapp Terms to mitigate risk and deliver superior client service
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Clyde & Co finds a strategic partnership in Intapp
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William Buck Victoria: Improving client service with Intapp Flow and Integrate
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Osborne Clarke relies on Intapp for total time recording and experience management
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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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McMillan accelerates payment processing with Intapp Flow and Integrate
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Loeb & Loeb speeds new business intake, reduces risk with Intapp
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Viewpoint: Automating processes for data integrity & IP practice efficiency
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Lane Powell centralizes new business acceptance with Intapp
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Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts
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Arnold Bloch Leibler leverages Intapp for successful PMS migration
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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.
Identity and Access Management
When you select Intapp solutions to help your professional services firm remain competitive and profitable, you’re assured of tightly managed access to your user, client, and matter data.
