• Resources

    Practical insights for professional
    services organizations

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Accounting, Consulting

OnePlace Collaboration & Content Brochure

OnePlace Collaboration & Content Brochure

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Accounting, Consulting

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

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

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.

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Accounting

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

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

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...

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Accounting

Opportunity Tracking and Referral Management | OnePlace Marketing & Business Development Solution Webinar Series

Learn how OnePlace Marketing & Business Development supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.  

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Accounting

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...

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Accounting, Consulting

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...

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Accounting

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...

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Accounting, Consulting

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

One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.

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Accounting

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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Accounting

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...

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Accounting, Capital Markets

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...

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Accounting, Consulting

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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Accounting, Consulting

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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Accounting, Consulting

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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Accounting, Consulting

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...

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Accounting, Consulting

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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Accounting, Consulting

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...


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