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    Practical insights for professional
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case study

BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts

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case study

Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts

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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.

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case study

Brownstein Hyatt Farber Schreck accelerates business acceptance

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brochure

OnePlace Risk & Compliance

OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.

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case study

Orrick streamlines lateral hire onboarding with modernized data capture

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case study

Zelle overhauls business acceptance process, moves to the cloud

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case study

RSM US automates the client lifecycle with Intapp

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case study

RSM US talks about the importance of using a purpose-built platform made just for accounting firms

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case study

Farrer & Co advances their cloud strategy with one unified system for business acceptance

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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.

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premium content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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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.

8 MIN READ

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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.

8 MIN READ

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webinar

Risk management for the entire client lifecycle

Discover the complete, continuous solution to meet today’s business acceptance challenges

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white paper

Global independence checks: regulatory necessity or growth opportunity?

Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.

10 MIN READ

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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.

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white paper

Acceptance, continuance, and independence in accounting

Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.

10 MIN READ

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demo

Intapp Intake

Intapp Intake helps you take on new business while managing regulatory, financial, and reputational risks.

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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.

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data sheet

Minimize risk and maximize profits

Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with OnePlace Risk & Compliance.

5 MIN READ

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case study

Foster Pepper increases velocity of new business acceptance

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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.

10 MIN READ

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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.

10 MIN READ

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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.

4 MIN READ

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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.

5 MIN READ

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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.

5 MIN READ

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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.

7 MIN READ

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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.

5 MIN READ

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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.

5 MIN READ

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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.

2 MIN READ

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case study

Loeb & Loeb speeds new business intake, reduces risk with Intapp

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case study

Lane Powell centralizes new business acceptance with Intapp

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case study

Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts

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