• Resources

    Practical insights for professional services firms

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Accounting
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.

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Accounting, Consulting

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.

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Accounting, Consulting
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 […]

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Accounting, Consulting
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...

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Accounting, Consulting
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...

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Accounting, Consulting
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.

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Accounting, Consulting
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...

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Accounting, Consulting
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...

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Accounting, Consulting
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...

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Accounting, Consulting
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...

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Accounting, Consulting
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...

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Accounting, Consulting
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.

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Accounting, Consulting

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...

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Accounting, Consulting
Brochure

OnePlace Collaboration & Content Brochure

OnePlace Collaboration & Content Brochure

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Accounting, Consulting
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...

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Accounting
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.

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Accounting
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...

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Accounting
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...

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Accounting
Webinar

Administration | OnePlace Marketing & Business Development Solution Webinar Series

Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs

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Accounting
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.

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Accounting
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...