• Resources

    Practical insights for professional services firms

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Professional Services
Conference content

The Future of Connected Innovation

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how the...

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Professional Services
Conference content

How to Take Advantage of Microsoft 365 and Improve Collaboration

Microsoft 365 apps like Microsoft Teams have become central to collaboration and document management at professional and financial services firms. At City Tour NY, we discussed how firms are improving adoption and extending the value of their Microsoft 365 investments. ​The session...

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Financial Services, Professional Services
Conference content

Managing Transactional Risks in Professional and Financial Services

All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how...

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Legal, Professional Services
Conference content

Compliance and Innovation in Time and Billing

Join us for an overview of Intapp Time and Intapp Billstream to learn how these cloud-based solutions can help your firm integrate compliance across time entry and pre-billing, accelerate the work-to-collect cycle and improve both realizations and the lawyer and client experiences.

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Legal, Professional Services
Case study

New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud

Facing limited vendor support for products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements. The Baker Botts team chose InOutsource to implement Intapp Intake...

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Legal, Professional Services
Case study

New Business Automation Lays the Foundation for the Data-Driven Firm

As Shearman & Sterling was transitioning from a decentralized conflicts clearance model to a more centralized one, Intapp certified implementation partner InOutsource worked with the firm to migrate its new business intake (NBI) system to Intapp Intake. The implementation also...

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Legal, Professional Services
Case study

Automating Audit Letter Responses with Intapp

Responding to audit letters is a professional requirement for every law firm. When clients get audited, the auditor confers with the client’s attorneys for feedback on loss contingencies, including any pending litigation, claims and assessments which might impact the auditor’s...

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Legal, Professional Services
Case study

Freeborn & Peters on Moving to the Intapp Cloud with Aurora North

Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow. Robert Funk, financial systems manager at Freeborn, shares his experience...

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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...

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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...

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Legal, Professional Services
Podcast

Strategy Sphere

In the Strategy Sphere podcast, co-hosts Lavinia Calvert and Deborah Farone welcome innovative and influential thinkers to discuss topics at the intersection of strategy, technology, leadership, and culture in professional services.

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Accounting, Capital Markets

Opening keynote: Connecting your firm to win in the next normal

For all the focus on the “new normal” of work as businesses start to reopen, the greatest innovators in design, technology, and workplace leadership are thinking about the next normal — a world in which flexibility and resilience are the coins of the realm. Fast Company...

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Legal, Professional Services
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.

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Legal, Professional Services
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.

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Legal, Professional Services
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.

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Legal, Professional Services
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. 

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Legal, Professional Services
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.

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Legal, Professional Services
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.

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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.

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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...

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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...