Practical insights for professional
services organizations

Your firm’s CRM and EXP systems contain a wealth of data gathered over time — data that can inform valuable yet often unexplored opportunities to differentiate your capabilities and demonstrate to prospects that you’re the undeniably correct choice.

When Adams & Adams needed a solution for better email and matter management, firm leaders chose OnePlace Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

In this session, you’ll learn how Intapp Documents brings matter-centric document and email management to the powerful Microsoft 365 platform. Through discussion, client testimonials, live demonstration, and interactive Q&A, the OnePlace Collaboration & Content team will...

Law firms need secure and compliant workspaces when using Microsoft Teams. Read our brief to learn about best practices that ensure your firm is using Microsoft Teams safely and securely to its maximum advantage.

Client guidelines are more complex and demanding than ever, and failing to comply can put your client relationships, reputation, and bottom line in jeopardy. Yet many firms lack visibility into client terms and are unable to enforce agreements which can impact relationships and...

When Adams & Adams needed a solution for better email and matter management, firm leaders chose OnePlace Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms. Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also...

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work...

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial...

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes,...

Management consulting and IT services firms have an unparalleled opportunity to provide full end-to-end strategy and delivery services for businesses looking to move to the cloud. Finding and onboarding the right advisory talent is key to this execution.

In 2021, the legal industry faces an array of global uncertainties upending traditional marketing and business development planning and budgeting activities. The situation at hand requires a measured and nuanced approach focused on investments that will deliver reliable results — like...

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving...

Major U.S. law firm Nelson Mullins deploys Intapp Workspaces to deliver matter centricity, privacy control, and governance as Microsoft Teams becomes the firm’s default work environment.

Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how...

A leading accounting firm deploys OnePlace Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

Join us for the relaunch of the Intapp community for OnePlace client development. At this event, you’ll connect with your peers and learn alongside others who leverage the OnePlace client development solution. In this session, our panel will discuss and share details on the following...

In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals.

Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong. Join us as we introduce OnePlace Marketing & Business Development, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams...

As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution...