• Resources

    Practical insights for professional
    services firms

Show All
icon
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...

icon
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.

icon
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...

icon
Financial Services
Webinar

Offense and Defense: How Finance Firms Build, Maintain, and Protect Data Ecosystems

Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high...

icon
Financial Services
Webinar

Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing,...

icon
Financial Services
Webinar

Apprenticeship, Burnout, and Collaboration: The ABCs of People-First Capital Markets Firms

Preserving apprenticeship models, hiring top talent, and retaining happy professionals have certainly been a challenge for most capital markets firms during the last year. Firms of all shapes and sizes are now looking for better ways to improve collaboration, increase productivity,...

icon
Financial Services
Webinar

Workflows and Status Quos: Creating Best-in-Class Firmwide Processes in Financial Services

As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing...

icon
Financial Services, Professional Services
Webinar

User Community Event: OnePlace Operations & Finance

Please join us for the semiannual User Community event for OnePlace Operations & Finance users. Join a panel of OnePlace Operations & Finance experts — Matt McInerny, Client Advisory Director; Jill Nelson, Senior Director; and Sharon Scenna, Industry...

icon
Financial Services, Professional Services
Webinar

Get to Know OnePlace Operations & Finance: Unleashing the Power of Your Data to Drive More Profitable Business

As law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on...

icon
Accounting, Capital Markets
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.

icon
Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - IT and Innovation Session

CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented...

icon
Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Risk & Compliance Session

In the decade since the last worldwide financial crisis, the business of law has changed significantly. Risk and compliance teams have continued to mature during this time; they now assess risk more holistically to inform strategic growth. Today, as we enter unchartered territory for the...

icon
Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Operations & Finance Session

In the face of challenging economic times, firms have historically adapted using alternative business practices not just to meet near-term client needs but also to fundamentally reinvent the way they work. Today, finance and operations professionals enjoy increased access to data and more...

icon
Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Marketing & Business Development Session

Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times? Watch...

icon
Accounting, Capital Markets
Webinar

Bringing speed and agility to lawyers and timekeepers in a virtual world

With shelter-in-place orders in effect globally, the remote-work paradigm has shifted quickly and drastically, forcing firms to scramble to deploy fully remote workforces, virtually overnight. This situation puts pressure on firms to maintain client service standards while migrating staff...

icon
Accounting, Capital Markets
Webinar

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.