• Resources

    Practical insights for professional
    services organizations

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webinar

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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webinar

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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article

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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case study

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

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data sheet

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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webinar

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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webinar

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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webinar

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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brochure

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.

Download the fact sheet (PDF)

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brochure

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.

Download the fact sheet (PDF)

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white paper

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.

Download the whitepaper

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