case study
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.
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.
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.
case study
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.
webinar
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.
webinar
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.
webinar
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.
webinar
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.
webinar
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.
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.
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Intapp OnePlace
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.
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The Intapp Platform
The The Intapp Platform provides a common set of core capabilities and reusable components that power all Intapp products and solutions.
Secure Cloud Technical Requirements Security FAQ
premium content
Connect19 Conference Content
Access the great content from Intapp Connect19.
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OnePlace Marketing & Business Development
OnePlace Marketing & Business Development delivers strategic client insights to marketing and business-development teams to fuel collaboration and drive growth.
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Engagement DNA™
Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.
ebook
Power pricing in the age of AI
Discover how law firms can use technology to develop tactical and strategic approaches to pricing.
video
Business acceptance
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.
demo
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.
demo
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.
tech brief
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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Sandbox Policy
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