• Resources

    Practical insights for professional
    services organizations

icon
Legal

Best Practices for Matter-Centric Collaboration in Microsoft Teams for Legal Professionals

Law firms need secure and compliant workspaces when using Microsoft Teams. Read our brief to learn about best practices that ensure your firm is using Microsoft Teams safely and securely to its maximum advantage.

icon
Legal

Manage Client Requirements and Compliance with Intapp Terms

Client guidelines are more complex and demanding than ever, and failing to comply can put your client relationships, reputation, and bottom line in jeopardy. Yet many firms lack visibility into client terms and are unable to enforce agreements which can impact relationships and...

icon
Legal

Adams & Adams Deploys OnePlace Collaboration & Content

When Adams & Adams needed a solution for better email and matter management, firm leaders chose OnePlace Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

icon
Legal

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...

icon
Legal

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...

icon

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...

icon
Accounting, Consulting

BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts

One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.

icon
Legal

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...

icon
Accounting

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...

icon
Legal

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...

icon
Legal

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...

icon
Legal

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.

icon
Legal

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.

icon

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...


Contact UsContact Us
Name*
Explicit Opt-In
Hidden
Hidden
Interest
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.
Request DemoRequest a demo
Name*
Solution Interest
Hidden
Explicit Opt-In
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.