Conference content
Managing Transactional Risks in Professional and Financial Services
All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how...
Article
Bressler Risk Blog spotlight: Migrating risk software to the cloud
The Bressler Risk Blog features a recap of our recent webinar featuring the perspectives of three Intapp implementation partners — Aurora North, InflectionIT, and InOutsource — on migrating risk software from on-premises resources to cloud deployment.
Webinar
Partner perspectives on navigating the cloud migration journey
The cloud offers significant advantages for Intapp customers. Don’t miss this session if you’re looking to migrate on-premises Intapp software, business processes. and data integrations to the cloud — or to better understand key steps your organization should be preparing today to...
Webinar
OnePlace Risk & Compliance for Legal: Intapp Intake and Intapp Conflicts
Join us to explore how firms effectively leverage OnePlace Risk & Compliance to thoroughly evaluate new business, quickly onboard clients, and easily monitor relationships throughout the client lifecycle. During this webinar, you will hear from our guest speaker and Intapp client,...
Brief
Best Practices for Legal Lateral-Hire Program Success
Lateral hiring and onboarding programs improve retention and drive higher ROI for your firm. Using OnePlace Risk & Compliance and OnePlace Marketing & Business Development, your firm can lay the groundwork for a successful lateral hire transition into your firm and set them up for...
Webinar
Intapp Terms Webinar: A Holistic Approach to Managing Client and Vendor Commitments
It’s imperative that firms develop a comprehensive strategy for managing client commitments, as well as provisions within that strategy to mandate efficient management, provide visibility and insights, ensure compliance, and maintain customer satisfaction. That strategy must ensure...
White paper
How to mitigate the risk of financial crime in law firms
Managing money-laundering risk continues to get more complicated for the legal industry. Firms must stay current and invest in anti-money-laundering (AML) practices and procedures that combat sophisticated financial criminals. Ultimately, every law professional is solely responsible for...
Case study
ClientEarth deploys Intapp Documents to enhance legal knowledge management and improve reporting capabilities
ClientEarth selects Intapp Documents for knowledge management software to enhance legal knowledge management, foster collaboration, increase document security, and improve reporting capabilities.
The Intapp Advantage: Streamlining Risk Assessment and AML Processes
At this webinar, you’ll learn how Intapp can provide your firm with an AML solution that integrates with your key systems as well as third-party data and a reputable ID verification partner to enable seamless, efficient, and accurate intake and AML compliance processes.
User Community Event Series: OnePlace Risk & Compliance for Legal — Intapp Terms
Learn how your firm can thoroughly evaluate new business, quickly onboard clients, and monitor relationships effectively leverage OnePlace Risk & Compliance solutions.
Webinar
Intapp Risk and Compliance Roundtable: An Expert Panel Discussion on Risk Assessment, AML, and CDD
One of the many ever-increasing challenges firms currently face is ensuring proper due diligence while managing their risk assessment processes. Firms are constantly seeking out new ways to address this issue and implement best practices for conducting necessary checks throughout the...
Webinar
Risk Management Staffing Strategies to Optimize Post-Pandemic Business Agility
The COVID-19 pandemic made 2020 a very challenging year, as law firms were forced to quickly pivot from an in-office environment to a remote work model. Our newly released edition of the Intapp Risk Staffing Survey builds on our earlier surveys, and investigates the true impact of the...
Webinar
Expediting Lateral Hiring: Integrated Onboarding and Conflicts Clearance
Law firms seek out promising lateral candidates to support their strategic imperatives and drive business growth. A seamless, secure, and efficient onboarding process simplifies lateral hiring and helps protect the firm’s existing clients and matters from potential conflicts associated...
Case study
New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud
Facing limited vendor support for products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements. The Baker Botts team chose InOutsource to implement Intapp Intake...
Case study
New Business Automation Lays the Foundation for the Data-Driven Firm
As Shearman & Sterling was transitioning from a decentralized conflicts clearance model to a more centralized one, Intapp certified implementation partner InOutsource worked with the firm to migrate its new business intake (NBI) system to Intapp Intake. The implementation also...
Case study
Automating Audit Letter Responses with Intapp
Responding to audit letters is a professional requirement for every law firm. When clients get audited, the auditor confers with the client’s attorneys for feedback on loss contingencies, including any pending litigation, claims and assessments which might impact the auditor’s...
Case study
Freeborn & Peters on Moving to the Intapp Cloud with Aurora North
Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow. Robert Funk, financial systems manager at Freeborn, shares his experience...
White paper
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.
Demo
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...
Case study
South African Law Firm Adams & Adams Improves Firmwide Agility with 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.
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...