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    Practical insights for professional
    services organizations

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Legal

The Legal CMO's Guide to Key-Client Programs

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...

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Accounting, Consulting

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

One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.

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Legal

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

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the...

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Legal

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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Legal

Brownstein Hyatt Farber Schreck accelerates business acceptance

Joe Craven, Chief Information Officer, at Brownstein Hyatt Farber Schreck shares how the firm has made business acceptance more efficient with the ability to process a high volume of new matters and automate engagement letters using Intapp Intake and Conflicts.  

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Legal

Orrick streamlines lateral hire onboarding with modernized data capture

Mike Guernon, Director of New Business and Conflicts, on how Orrick is making the lateral hire onboarding process more painfree and efficient with Intapp Intake and Intapp Conflicts.  

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Legal

Zelle overhauls business acceptance process, moves to the cloud

When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.

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Accounting, Consulting

RSM US automates the client lifecycle with Intapp

Craig Butler, Senior Director of Audit Technology at RSM US, shares how working with Intapp has enabled RSM to drive growth through automation which has increased their workflow efficiency allowing them to better serve their clients.  

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Accounting, Consulting

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

Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the...

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Legal

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

Neil Davison and Anne Tempany of Farrer & Co share how their cloud-first strategy has enabled the firm to streamline their processes and gain immediate benefits with the latest updates and features always available.  

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Legal

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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Accounting, Capital Markets

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Legal

Risk management for the entire client lifecycle

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

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Accounting

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.

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Legal, Professional Services

Intapp Intake

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

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Legal

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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Legal

Minimize risk and maximize profits

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

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Legal

Foster Pepper increases velocity of new business acceptance

For more than a century, Foster Pepper has been an integral part of the growth of the Pacific Northwest community. With more than 130 attorneys located in Seattle and Spokane, Washington, it has the deep industry knowledge, commitment to client service and a collaborative environment that...

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Legal

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.

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Legal

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.

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Legal

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.


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