• Resources

    Practical insights for professional services firms

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Case study

Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition

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.

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Legal
Webinar

CRM Success Series, Part 1: Defining Value and Acing Implementation

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...

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Legal
Webinar

Virtual event: Briefing Frontiers 2020: Closer to clients with Intapp

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

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Marketing & Business Development Session

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...

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Legal
Webinar

Extraordinary circumstances require exceptional relationships to thrive

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...

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Legal
Webinar

A New Paradigm for Professional Services Firms — Resilience and Opportunities in the Face of Uncertainty

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.

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Legal
Webinar

Legal Marketing Talent – or Lack Thereof. What to do?

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...

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Legal
Case study

Allen Matkins boosted event attendance by 20% while improving attendee quality

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.

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Legal
Case study

McGuireWoods revamped its CRM data to improve its business development efforts

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...

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Legal
Webinar

Modernizing Business Development Webinar

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...

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Accounting, Consulting
Brochure

Intapp Relationships

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

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Legal
Point of view

The Modern CMO: Advancing Marketing from Reactive to Predictive

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