Practical insights for professional
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.
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
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.
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.
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.
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.
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.
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.
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.
Gerald Edelman’s Deal Advisory Team Turns to DealCloud to Systematically Track Deals and Relationships
For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.
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.
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.
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.
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.
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.
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.
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.
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!
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.
The Intapp Platform
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.
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.
From sourcing through origination and execution, Intapp CRM provides a seamless experience to help you enhance revenue, reputation, and retention.
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.
Intapp Relationships uncovers smart and actionable insights about your firm’s key connections using a zero-entry capture approach.
OnePlace Risk & Compliance
OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.
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.
The Intapp Platform
The The Intapp Platform provides a common set of core capabilities and reusable components that power all Intapp products and solutions.
RSM US automates the client lifecycle with Intapp
RSM US talks about the importance of using a purpose-built platform made just for accounting firms
Secure Cloud Technical Requirements Security FAQ
Connect19 Conference Content
Access the great content from Intapp Connect19.
OnePlace Marketing & Business Development
OnePlace Marketing & Business Development delivers strategic client insights to marketing and business-development teams to fuel collaboration and drive growth.
Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.
Power pricing in the age of AI
Discover how law firms can use technology to develop tactical and strategic approaches to pricing.
Intapp Walls lets you manage and track access to sensitive information across a wide variety of applications throughout your firm’s data ecosystem.
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.
Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.
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.
Discover how Intapp OnePlace, the industry cloud for professional services, uses applied AI to provide actionable information throughout all stages of the client lifecycle.
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Conflicts management: the special case of restructuring and bankruptcy engagements
Learn how Intapp enables firms to automate the conflict management process for restructuring retention applications—expediting conflict clearance and increasing compliance.
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.