Practical insights for professional services firms

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge. During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its...

As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in...

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy...

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...

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.

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,...

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics...

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...

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...

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...

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...

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...

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...

Fredrikson & Byron, leading Midwest law firm, chose Intapp Pricing to accelerate and scale its pricing function while mitigating fee earner investment in unbillable time, improving the accuracy of estimates, systemizing budget and matter activity monitoring and reporting, and...

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...

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...

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...

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges...

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...