Webinar
eMarketing | OnePlace Marketing & Business Development Solution Webinar Series
Learn about OnePlace Marketing & Business Development built-in e-marketing capabilities and understand how users can create and deploy one–off mailings. Learn how users can build automated drip campaigns to streamline ongoing engagement with your firm contacts.
Digital Transformation for Professional Services Firms
Discover the seven steps to successful digital transformation and learn how OnePlace Collaboration & Content can help your professional services firm boost collaboration, simplify document management, and preserve data security.
Brief
The Future of Professional Services: Connecting People, Processes, and Data
Executive Summary At Intapp Connect21, industry leaders gathered to discuss the evolving professional services landscape and the ways technology can support both their professionals and […]
Demo
Intapp Workspaces Demo Video
This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the OnePlace Collaboration & Content suite — is made for the next generation of work. Team members need to be able to...
Webinar
Enabling Your Connected Firm Journey
Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment...
Webinar
Welcome to Intapp Connect21
Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.
Webinar
Industry Leaders Address Our Changing Digital Landscape
During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better...
Webinar
Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm
As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in...
Webinar
Connecting People: Collaboration as a Business Imperative
The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. In this session, a panel of...
Webinar
Integrating Processes: Engineering the Modern Firm
In this session, several of the professional services industry’s most forward-thinking strategy and transformation chiefs will share how the modern firm can operate when unconstrained by limiting technology. You’ll learn how solutions purpose-built for the nuances of...
Webinar
Purpose-Built Innovations for Data-Driven Outcomes
In an increasingly competitive market, leading accounting and consulting firms rely on Intapp solutions to help maximize their technology investments in order to operate more efficiently and meet and exceed client expectations. Join this session to learn how new Intapp technology powers...
Brief
Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration
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.
Transforming Microsoft Teams for Client-Centric Collaboration
Although Microsoft Teams has empowered professional services firms to stay connected and collaborate on engagements throughout the pandemic, its out-of-the-box capabilities ultimately presented challenges to the unique, engagement-centered ways accountants, advisors, and consultants...
Brochure
OnePlace Collaboration & Content Brochure
OnePlace Collaboration & Content Brochure
Webinar
Intapp Technical Briefing for Accounting and Consulting Leaders: Repstor/OnePlace Collaboration & Content
Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...
Case study
Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records
A leading accounting firm deploys OnePlace Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.
Tech brief
Intapp Technical Briefing: Repstor/OnePlace Collaboration & Content
Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...
Tech brief
User Community Event: OnePlace Risk & Compliance for Legal
Join this Intapp user community event to connect with your peers and learn from others who also leverage OnePlace Risk & Compliance for business acceptance. In this meeting, you’ll have the opportunity to build your knowledge: Share best practices with your peers...
Webinar
Administration | OnePlace Marketing & Business Development Solution Webinar Series
Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs
Webinar
Whitespace, Client Metrics, and Plans | OnePlace Marketing & Business Development Solution Webinar Series
Learn how to leverage firmwide data to pinpoint opportunities — and risk — across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery.
Webinar
Campaigns | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of...