Practical insights for professional services firms

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.

Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that...

Briefing Frontiers: Closer to clients took place as a virtual event on 21 May 2020. The virtual event explored how firms can better align themselves to client needs, and foster stronger relationships

Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times? Watch...

No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals...

Change is never easy – especially for partner-led professional services firms where key decisions typically require consensus.  Abrupt, overwhelming, unpredictable change is even more difficult.

There is no secret that there is a genuine supply and demand issue with legal marketing talent at all levels; there is simply not enough people to go around for the positions that are open. Furthermore, many firms are seeking talent who have very nuanced experience which makes it even...

Allen Matkins, a California law firm with more than 200 lawyers across offices in four cities — used Intapp Relationships to dramatically boost the quantity and quality of attendees at its marketing events while also cutting the time spent by lawyers vetting invitation lists.

McGuireWoods — a full-service firm providing legal and public affairs counsel to corporate, individual, and nonprofit clients worldwide — needed help to restore faith in its CRM, which suffered from missing, incomplete, and out- of-date contacts. After implementing Intapp...

Today’s legal clients scrutinize their spending and are well informed about prices, value and competitive alternatives. This necessitates insight-driven marketing and business development strategies. However, marketing can only provide these insights if they have greater transparency...

Intapp Relationships uncovers smart and actionable insights about your firm’s key connections using a zero-entry capture approach.

Chief marketing officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients.