• Resources

    Practical insights for professional
    services organizations

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Financial Services, Investment Banking

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.

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Accounting, Capital Markets, Consulting

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, Capital Markets, Consulting

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.

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Financial Services, Investment Banking

DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.

This boutique investment bank was seeking the right CRM solution to fit its unique needs.

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Accounting, Capital Markets, Consulting

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...

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Accounting, Capital Markets, Consulting

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...

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Accounting, Capital Markets, Consulting

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 &...

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Accounting, Capital Markets, Consulting

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...

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Accounting, Capital Markets, Consulting

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.

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Accounting, Capital Markets, Consulting

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.

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Accounting, Capital Markets, Consulting

Secure Cloud Technical Requirements Security FAQ

Secure Cloud Technical Requirements Security FAQ

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Accounting, Capital Markets, Consulting

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Accounting, Capital Markets, Consulting

Power pricing in the age of AI

Discover how law firms can use technology to develop tactical and strategic approaches to pricing.

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Accounting, Capital Markets, Consulting

Intapp Terms

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

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Accounting, Capital Markets, Consulting

Intapp Time

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.

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Accounting, Capital Markets, Consulting

Applied AI

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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