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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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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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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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case study

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

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ebook

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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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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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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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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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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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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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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webinar

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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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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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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webinar

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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ebook

Revealing the hidden value in your engagements

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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brief

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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brochure

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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data sheet

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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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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brochure

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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case study

RSM US automates the client lifecycle with Intapp

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case study

RSM US talks about the importance of using a purpose-built platform made just for accounting firms

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Secure Cloud Technical Requirements Security FAQ

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premium content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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brochure

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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data sheet

Engagement DNA™

Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.

5 MIN READ

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ebook

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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brochure

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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video

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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article

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.

8 MIN READ

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white paper

Global independence checks: regulatory necessity or growth opportunity?

Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.

10 MIN READ

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video

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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white paper

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.

10 MIN READ

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demo

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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demo

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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infographic

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.

4 MIN READ

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white paper

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.

10 MIN READ

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tech brief

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.

5 MIN READ

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Deprecated Features Policy

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Sandbox Policy

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Tenant Access Policy

Read our tenant access policy

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case study

William Buck Victoria: Improving client service with Intapp Flow and Integrate

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data sheet

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.

10 MIN READ

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