webinar
Creating the Connected Firm: Why Experience Matters
A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.
webinar
Timekeeping and Profitable Delivery
This event — designed for Portuguese clients and interested firm representatives — will be facilitated in English and Portuguese.
Hourly rates continue to serve as the building blocks for all fee arrangements, which means accurate time recording is here to stay.
In this session, we’ll explore ways law firms collaborate with their lawyers to improve time capture and understand how this effort underpins profitable service delivery models. Law firm leaders will share their views, and experts will demonstrate how modern technology can improve time recording.
We’ll explore a number of profitability-related topics, including:
• Whether billable-hour targets offer an effective mechanism to measure lawyer performance
• How modern law firms help their lawyers reduce leakage and record more time
• How a shift in the complexity of client billing resulted in increased bill rejections and write-offs
• What impact this shift has had on profitability and client satisfaction, and how firms can address the challenge
webinar
Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation
You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project.
webinar
Enabling Efficient and Thorough Conflicts Clearance with Corporate Family Trees and Third-Party Content
Explore the use of corporate hierarchies within Intapp Conflicts and learn about the efficiency of using native third-party data integrations — Dun & Bradstreet (D&B), S&P Global Market Intelligence, and Bureau van Dijk (BvD) — within Intapp Conflicts. Watch a demo showing how firms incorporate third-party financial data into their intake processes for financial reviews, and understand how firms automate ongoing third-party data monitoring to ensure they’re protecting their firm after business acceptance.
webinar
CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies
You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.
webinar
Intapp Risk Staffing Survey Readout: Risk Staffing Trends Helped Firms Craft a Stronger Pandemic Response
The COVID-19 pandemic dealt law firms and other professional service firms an unprecedented hand, but research shows that the professionalization of risk teams — and their firms’ support for distributed staff — helped position risk services to continue without interruption during stay-at-home restrictions.
webinar
Intapp Technical Briefing - Moving to the Cloud
Intapp solution experts will share what you need to know about moving Integrate, OnePlace Risk & Compliance, and Intapp Time to the cloud, and discuss the experiences of Intapp clients as they made their cloud migration. We’ll cover our hybrid cloud strategy and cloud migration plans designed to help firms with existing on-premises deployments, and we’ll discuss market trends that will shape your future needs.
webinar
#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
webinar
CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.
webinar
Community of Success - OnePlace for IT Autumn 2020
Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which simplifies creation and management of complex approval requirements around assigning and notifying approvers. Additionally, we’ll highlight upcoming features in future releases.
webinar
Accelerating digital transformation by embedding a digital culture
What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?
demo
Managing OCGs and Client Commitments with Intapp Terms
Come learn how your firm can more easily manage OCGs and client commitments using the power of Intapp Terms. Our experts will demo the product, with a special emphasis on new features including review workflow, enhanced search capabilities and comparison features, and a host of other advancements.
data sheet
Intapp Terms Review and Approval Workflow
The management of commitments made to clients — via standard engagement letters, outside counsel guidelines, billing guidelines, etc. — is one of the key areas of law firm risk management. One of the most important aspects of managing these commitments is to ensure that they are reviewed and approved by key subject-matter experts (SMEs) and stakeholders from different areas in the firm.
white paper
Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time
Managing law firm OCGs has become a permanent administrative function, and it’s essential that firm lawyers and staff understand — and comply with — their obligations. Success requires the collaboration of subject matter experts from a broad range of disciplines, centralized management, clearly mapped and articulated business processes, and technology that supports evolving requirements.
webinar
Intapp Time virtual Community of Success (User Group) meeting
webinar
Managing Enterprise Risk in a Connected Firm
Living in a complex, fast-paced, and rapidly shifting world has elevated firms’ pressures and tested their business resilience. Although enterprise risk management approaches can mitigate these pressures, practical challenges to execution remain. In this webinar, we’ll explore the opportunity at hand to nurture sustainable, resilient, and profitable business through a connected firm strategy. Join us to hear perspectives from a panel of risk management experts: Darryl Cross, Director of Global Sales Enablement at Intapp; Kian Poon, Director at Intapp Strategic Consulting; and Anthony Davis, Of Counsel at Clyde & Co US.
webinar
Meeting (and Exceeding) Client and Firm Requirements with Intapp Walls
As clients are demanding tighter security controls, firms are looking to Intapp to enable them to not only protect sensitive client information, but to also protect the firm by ensuring regulatory compliance, managing and monitoring lateral moves, and providing teams with visibility into security policies. On November 11, join the team from Bird & Bird to hear how they have adopted the key features of Intapp Walls to help them not only meet stricter client demands, but exceed expectations with their clients and within the firm.
The Intapp Product team will also highlight recently introduced Intapp Walls features and provide a sneak peek of some exciting developments on the horizon.
webinar
Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter
When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their profit ecosystem? Join us in this moderated panel to discuss real-world examples of profit and client relationship erosion over time and how they were saved and increased by using the data already in the firm’s systems.
webinar
Chief Marketing and Business Development Officers as Change Agents
Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law.
webinar
Team Collaboration and Key Client Programs: Powerful Tools for Business Development
Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or rapid lateral integration, team collaboration requires new systems and processes. To provide actionable guidance and deliver better experiences through teams, firms must adopt technology that supports collaboration, automation, and data-driven insights.
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
Client Commitments: Obligation or Opportunity?
Explore the benefits of adopting holistic terms management, and hear from OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.
webinar
Key Strategies for Putting Your Tech Investment to Work
Hear from representatives of leading firms sharing their tips and tricks, successes and failures, and best-laid plans for making technology investments that truly support lawyers achieving great things.
webinar
Connected Client Experiences: The New Imperative
Find out how modern marketing and business development teams use holistic client lifecycle management techniques and technologies to build stronger relationships, drive profitable revenue growth, and create enduring brands in a changing market.
worksheet
Getting Started with Key-Client Planning
Key-client plans build the foundation for a better client experience by creating a tailored approach to strategy, origination, and execution of engagements. With the right technology in place, marketing teams can rapidly access client data that allows their firms and lawyers to stay ahead of client demands and anticipate their needs. By leveraging critical information across the client lifecycle, key-client plans foster smart collaboration, utilizing client intelligence to identify lawyers who can best serve key clients and create cross-selling opportunities.
webinar
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.
webinar
Powering the Connected Firm with Intapp Innovation
Learn how innovation powers the connected firm to provide valuable insights, unlock the latent potential of your people network, inform pricing and experience management, and close the loop between data, insights, and action.
webinar
Mastering the Art of the Win-Win-Win Engagement
Explore a new framework for profitable delivery, and hear from OnePlace Operations & Finance clients who have leveraged advanced technology to structure engagements that mutually benefit all parties.
webinar
You Are Here: Webinar Series
Part Four: Where to from Here?
Daniel Susskind examines five stages of lockdown and emergence – and what happens next.
case study
Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM
webinar
A Paradigm Shift in Business Development
webinar
CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape
Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have.
brochure
Data Integration: Intapp Conflicts with Bureau van Dijk
The combined power of Intapp Conflicts clearance capabilities and Bureau van Dijk (BvD) business data lets you easily research and document relationships between existing and potential clients, helping your firm quickly and seamlessly identify and clear conflicts.
brochure
Data Integration: Intapp Conflicts with S&P Global
The combined power of Intapp Conflicts clearance capabilities and S&P Global data lets you easily research and document relationships between existing and potential clients, helping your firm quickly and seamlessly identify conflicts.
#EpicCRMFails Series, Part 1: Epic Fails - and How to Avoid Them
According to Chris Fritsch of CLIENTSFirst, almost every law firm currently using CRM software is looking for ways to increase the ROI on their technology investment. Sometimes learning what NOT to do can be even more instructive than learning what to do. Join us for part one of this four-part series examining the top issues that lead to CRM fails and hear stories from experienced professionals that can help you learn from the mistakes of others.
webinar
CRM Success Series, Part 1: Defining Value and Acing Implementation
Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that success.
webinar
You Are Here: Webinar Series
Part One: How We Got to This Moment
During the first session of our three-part series, we examine the evolution of the legal profession, starting with its origins. We then discuss the dynamics that have driven change in recent years, and the lessons learned around working remotely during the pandemic. The dialogue will provide invaluable context for what lies ahead.
webinar
You Are Here: Webinar Series
Part Two: Why This Is the Moment for Change
In the second session of our three-part series, Ralph and Richard explain why firms should seize this moment to make vital changes. The discussion will present not only the compelling advantages created by modernizing law firm operating models, but also the perilous competitive threats associated with returning to business as usual.
webinar
You Are Here: Webinar Series
Part Three: What Law Firms Can Do Now
In the final session of our three-part series, Ralph and Richard present a framework for deciding what to do now. They explore opportunities to optimize, transform, and diversify. They challenge leaders to go beyond merely improving what they traditionally have done. And, they encourage firms to adopt these new ways of meeting the needs of their clients.
webinar
Going Deep on Law Firm Profitability
The subject of law firm profitability has become popular recently – and for good reason. With real business forces impacting firms, lawyers can no longer avoid the subject. Most of the programs out there have taken a decidedly limited look at the subject, given that most in the industry are still getting to know it.
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.
webinar
Leveraging Business-Value Forecasting
This session will explore our new reality and demonstrate how firms can confidently deploy their new forecasting skills to illuminate insights and leverage long-term advantage.
webinar
Resilience and the Connected Firm
In this webinar, Intapp’s Sanjeev Gandhi and Jennifer Roberts as well as KPMG’s Sebastian Hartmann will discuss the resilience of a connected firm and what it means in the new normal post-COVID market.
webinar
Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)
From the top down, law firm leaders are under increased pressure to deploy strategies to drive growth. To succeed, firms need a deep understanding of clients and the ability to anticipate shifts in demand.
webinar
Legal CRM: Practical tips for aligning with client needs to drive growth (Part 2)
Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.
webinar
Legal CRM: Practical changes that have a big impact on business performance (Part 3)
Watch part 3 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
webinar
Legal CRM: Bringing your technology stack together to improve business performance (Part 4)
Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.
case study
Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts
webinar
Virtual event: Briefing Frontiers 2020: Closer to clients with Intapp
Briefing Frontiers: Closer to clients took place as a virtual event on 21 May 2020. The virtual event explored how firms can better align themselves to client needs, and foster stronger relationships
webinar
Laying the Foundation for a Strong and Effective Pricing Framework
Join Intapp and Legal Success Consulting for this on-demand webinar, which covers key considerations for laying the foundation for an innovative pricing framework built to evolve with the needs of your business.
webinar
Intapp Terms Community of Success Hour
Watch this session with Intapp Terms product experts Makaylia Roberts Binkley, AJ Ratnaparkhi, and James Edwards as they discuss how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.
webinar
Road to Recovery: Techniques & Technology to Transform Business Development
The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare opportunity to get lawyers to focus on business development and technology to help rebuild their practices.
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
Identifying strategies to thrive amidst uncertainty
All firms want to grow, but it’s difficult to do so in an uncertain environment. Leading firms know there’s little margin for error and conduct a thorough examination of what’s effective and not in driving growth. Learn from some of the brightest minds on how they prepared their firm to thrive despite uncertainty.
webinar
Intapp Conflicts Community of Success Hour
Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Justin Mitchell to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.
webinar
Third party content: a critical component of holistic business acceptance
Professional services firms around the world are facing unprecedented challenges in the light of uncertainty facing clients in every geography and sector. However, firms are using this moment in time to establish safeguards in order to be aware of changing risk profiles and to be able to quickly respond.
webinar
Extraordinary circumstances require exceptional relationships to thrive
No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals and new business for firms.
video
Conflicts AI video
Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.
data sheet
Intapp Conflicts with AI-assisted clearance
Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.
webinar
Intapp Intake Community of Success Hour
Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Shalaka Natu to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.
webinar
Risk Management in Uncertain Times
From managing remote and distributed teams to more closely monitoring clients’ evolving financial situations, risk management teams in today’s environment are charged with more responsibility and strategic oversight than ever before.
podcast
Just Go With the Flow! – How Workflows Can Improve and Automate Business Processes
On this ILTA podcast, hear Milan Bobde, Director of Product Management at Intapp, discuss the best practices for identifying and automating processes to keep legal organizations agile and as efficient as possible.
webinar
A New Paradigm for Professional Services Firms — Resilience and Opportunities in the Face of Uncertainty
Change is never easy – especially for partner-led professional services firms where key decisions typically require consensus. Abrupt, overwhelming, unpredictable change is even more difficult.
white paper
The business value of Intapp Time and Intapp Terms for law firms
Billable hours are the lifeblood of any legal firm. Explore how Intapp Time and Intapp Terms can help your firm improve client retention, increase lawyer productivity, and ultimately increase firm revenue.
webinar
How law firm marketers can lead through crisis and build resilience
Join us as we discuss ways to stay connected and focused amid the COVID-19 outbreak and provide world-class marketing and business development support during this time of social distancing.
webinar
Building the AI-Powered Organization — Avoiding the Perils of the Plug and Play Mindset
Law firms have entered a time of unimagined business challenges and face unique opportunities to help clients navigate a new reality. Is your firm ready accelerate the move to a digital business? The power of artificial intelligence (AI) will be critical to your long-term goals in transforming the ways you work and engage with clients.
webinar
Legal Marketing Talent – or Lack Thereof. What to do?
There is no secret that there is a genuine supply and demand issue with legal marketing talent at all levels; there is simply not enough people to go around for the positions that are open.
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.
case study
Allen Matkins boosted event attendance by 20% while improving attendee quality
case study
McGuireWoods revamped its CRM data to improve its business development efforts
ebook
Taming time with technology
Download this ebook to learn how capturing timekeeping data can help your firm make time entry accurate, contemporaneous, and compliant with client billing terms.
webinar
Modernizing Business Development Webinar
Today’s legal clients scrutinize their spending and are well informed about prices, value and competitive alternatives. This necessitates insight-driven marketing and business development strategies.
point of view
The modern law firm: Advancing client development from reactive to predictive
Law firms that take a modern approach to client development and transition their organizations from reactive to insight-based will accelerate their ability to win business with both new and existing clients.
case study
Brownstein Hyatt Farber Schreck accelerates business acceptance
brochure
The Intapp Platform
brochure
Intapp Time
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.
brochure
Intapp Pricing
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.
data sheet
Intapp CRM
From sourcing through origination and execution, Intapp CRM provides a seamless experience to help you enhance revenue, reputation, and retention.
brochure
Intapp Experience
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.
brochure
Intapp Relationships
Intapp Relationships uncovers smart and actionable insights about your firm’s key connections using a zero-entry capture approach.
brochure
OnePlace Risk & Compliance
OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.
case study
Orrick streamlines lateral hire onboarding with modernized data capture
case study
Zelle Case Study
Zelle overhauls business acceptance process, moves to the cloud
case study
Zelle overhauls business acceptance process, moves to the cloud
brochure
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.
brochure
The Intapp Platform
The The Intapp Platform provides a common set of core capabilities and reusable components that power all Intapp products and solutions.
case study
Ross Forgione of Johnson Winter & Slattery on innovating with Intapp
case study
Toby Brown of Perkins Coie on the value of Intapp
case study
Farrer & Co advances their cloud strategy with one unified system for business acceptance
case study
Bird & Bird streamlines business acceptance process with tightened security model
Secure Cloud Technical Requirements Security FAQ
white paper
Risk Management Survey
Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.
point of view
The Modern CMO: Advancing Marketing from Reactive to Predictive
Chief marketing officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients.
premium content
Connect19 Conference Content
Access the great content from Intapp Connect19.
brochure
OnePlace Marketing & Business Development
OnePlace Marketing & Business Development delivers strategic client insights to marketing and business-development teams to fuel collaboration and drive growth.
case study
Intapp Experience provided Finnegan with a reliable, one-stop source of searchable information on professionals, cases, matters, and clients.
data sheet
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.
brochure
Intapp Walls
Intapp Walls lets you manage and track access to sensitive information across a wide variety of applications throughout your firm’s data ecosystem.
case study
Johnson Winter & Slattery accelerates billing cycle with Intapp Time
article
Streamlined business acceptance: You can get there
What if you could connect all the analysis, systems, and people involved in business acceptance? Flip through this article to learn how you can streamline evaluations and compliance with a unified approach.
article
Modern business acceptance arrives: automated client terms and strategic-fit compliance
What if you could make new business evaluations multi-dimensional and continuous? Flip through this article to learn how to incorporate new risk factors and ongoing monitoring into your business acceptance.
infographic
Growth opportunities for Mid Law
Intelligent, automated technology has the potential to drive growth for mid-sized law firms (those with 75-300 attorneys), but there’s a large gap between interest and current utilization.
webinar
Client Development Webinar
This webinar walks you through the 2018 Law Firm Growth Enablement Survey— a joint research study between Calibrate Legal and Intapp.
webinar
Risk management for the entire client lifecycle
Discover the complete, continuous solution to meet today’s business acceptance challenges
ebook
Navigating a New Reality in the Client-Empowered Era
Read our report to learn if your firm is making the right investments in legal technology.
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.
infographic
Build better BD to fuel growth
The state of business development leaves room for improvement and this infographic highlights some of the challenges. Intapp Experience empowers new business development with an AI-based approach that sources current data to give you the answers you need.
demo
Intapp Intake
Intapp Intake helps you take on new business while managing regulatory, financial, and reputational risks.
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.
ebook
5 big trends changing law firm business acceptance
Read the five global legal trends that are testing the limits of even the best new business acceptance models.
data sheet
Minimize risk and maximize profits
Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with OnePlace Risk & Compliance.
case study
Foster Pepper increases velocity of new business acceptance
case study
Intapp supports innovation at Gilbert + Tobin
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.
white paper
Derisk your FMS migration
As Elite Enterprise gives way to Elite 3E, firms have an opportunity to leverage technology to derisk their planned migrations.
Deprecated Features Policy
Read our deprecated features policy
Sandbox Policy
Read our sandbox policy
Tenant Access Policy
Read our tenant access policy
infographic
Recommended FMS migration plan timeline
Learn how having a sound plan and road map through implementation ensures that your firm gets the most value out of the Intapp platform.
infographic
Key front-office benefits
Tedious processes become almost instantaneous, your lawyers will enjoy simplified time-entry, and clients will be delighted at your new efficiency.
case study
Ward and Smith improves operational efficiency with Intapp OnePlace
video
Rethink your client development process
Watch how Intapp Experience and Pricing can help firms to win more business.
case study
Timely automation at DAC Beachcroft
data sheet
A quick guide to on-boarding efficiency
Law firms are opening matters faster with mobile-enabled processes, AI-assisted client terms capture and automation of the entire workflow.
data sheet
A quick guide to client engagement risk and compliance
Law firm business acceptance now must extend beyond initial conflicts and intake procedures and inject continuous monitoring of OCG compliance, information access controls and client corporate changes.
video
Change is coming to your firm’s core financial and practice systems
Learn how firms are driving strategy and goals by choosing Intapp to replace their front office systems.
case study
Zelle reduces operational costs and drives efficiency in client service delivery
case study
Seyfarth Shaw drives firm-wide innovation with Intapp
case study
Osler modernizes and streamlines their new business acceptance process with Intapp
case study
Leveraging Intapp Terms to mitigate risk and deliver superior client service
case study
Clyde & Co finds a strategic partnership in Intapp
case study
Osborne Clarke relies on Intapp for total time recording and experience management
data sheet
The business acceptance lifecycle: a comprehensive approach
Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.
infographic
Business acceptance: a balancing act
Accepting new business is always a careful decision, but firms don’t have to choose between speed and security anymore. Learn how Intapp can help evaluate clients more efficiently.
data sheet
Intapp Integrate data sheet
Learn how Intapp Integrate simplifies communications from different systems, making it quick and efficient to execute a broad range of IT tasks.
white paper
Business process in power
Intapp senior managers discuss the move from back-office process management to business-wide automated and expedited workflows.
data sheet
A fresh approach to workflow and legal practice automation
Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.
data sheet
Total time management for firms of all sizes
Explore the advantages of Intapp Time and read perspectives of firms that have come to depend on the product to redefine the traditional relationship between time and billing.
white paper
The ROI of total time management
Based on research from Hobson & Company, discover the business case for total time management, and how Intapp Time provides strategic advantages to real-world law firms.
data sheet
Intapp Walls—matter security, client confidentiality, and compliance
Explore how firms are using Intapp Walls to create a centralized information security solution that provides unprecedented capability and control.
data sheet
Top 10 reasons firms use Intapp Walls and Activity Tracker
Discover how law firms are using Intapp Walls to address security and compliance requirements.
data sheet
Coming to terms with tougher client requirements
Learn why innovative firms use the power of Intapp Terms to quickly access contracts, review terms, check obligations, and track related documents.
data sheet
Transforming practice strategy into practical execution
Learn how Intapp Conflicts makes it easier to navigate regulatory rules, compliance requirements, and professional standards.
article
AI on the prize
Industry experts from Dun & Bradstreet and Intapp discuss how combining automation with effective risk management can drive profitability.
data sheet
Introducing Intapp Pricing
Take a look at the key benefits offered with Intapp Pricing and learn how it modernizes value-based price propositions.
white paper
Pricing for client advantage
Explore key research findings into the legal industry pricing landscape and learn how a pricing tool can put firms at a competitive advantage.
data sheet
Intapp Experience data sheet
Learn how Intapp Experience provides a robust, comprehensive view of a firm’s past experience–allowing it to focus on pursuing relevant new business.
article
Data-driven business development initiatives: is your firm utilizing the complete value of existing assets?
Learn about common problems that complicate the assessment of client requests and the evaluation of new business—and how firms are gaining efficiency.
data sheet
New business acceptance is broken – Intapp Intake fixes it
Learn why Intapp Intake is the leading business acceptance solution and how it facilitates an efficient, information-driven client evaluation process.
data sheet
Intapp Intake for engagement letters
Explore how Intapp Intake makes it easy for firms to automatically draft and manage engagement letters as part of their standard inception process.
case study
McMillan accelerates payment processing with Intapp Flow and Integrate
case study
Loeb & Loeb speeds new business intake, reduces risk with Intapp
case study
Viewpoint: Automating processes for data integrity & IP practice efficiency
case study
Lane Powell centralizes new business acceptance with Intapp
case study
Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts
