Practical insights for professional services firms

The Microsoft Teams wave is here. Most law firms and professional services firms are currently only scratching the surface when it comes to using Teams for collaboration. But as Teams gains momentum with your clients and prospects, it will eventually replace Microsoft Outlook as the...

Join our ILTA product briefing, “Delivering Modern Work for Law Firms with Microsoft Teams and Intapp Workspaces,” where we’ll demonstrate practical legal use cases and how to maximize the value of your Microsoft Teams and Microsoft 365 investment with Intapp Workspaces.

Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.

Your firm’s professionals are at the forefront of meeting the increasing demands of client expectations. To deliver context-aware intelligence and implement greater operational efficiency, firms need an ecosystem that uncovers data-driven decisions and accelerates time to value....

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how...

The ultimate guide to data-led legal marketing and business development

7 tech adoption tips from law firm COOs

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

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

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

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

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

Intapp Privacy Brief

Law firms know that outside counsel guidelines (OCGs) are only going to increase in volume and complexity in the future — and firms will need to adopt modern tools, policies, and best practices to effectively manage those mandates.

Does your CRM solution reveal opportunities for cross-selling to your clients? Or analyze which of your professionals has the strongest relationship with a contact? Does it monitor referred business to ensure relationships remain strong?

Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth. Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just...

To win the cross-selling game, today’s firms need to adopt several key practices and programs. In this e-book, we’ll share three successful cross-selling tactics, key implementation tips, and best practices. Download the e-book to learn more about best practices and technology for...

For today’s professional services and capital markets firms, migration to more advanced digital operations is no longer an option; it’s table stakes. Leading firms across legal, accounting, consulting, investment banking, and private capital markets are leveraging technology in truly...

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

Under the strategic partnership with Microsoft, Intapp is adopting Azure as its preferred platform for delivering the industry cloud for professional services, helping firms harness the full power of purpose-built software and services that support the modern workplace.

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