• Resources

    Practical insights for professional services firms

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Legal

Roundtable: Learn How Top Firms are Deploying Microsoft Teams

An ILTA Partner Master Class According to ILTA’s 2022 Technology Survey, more than 68% of law firms have deployed Microsoft Teams for online meetings, chat, and collaboration.

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Corporate Legal
Demo

Intapp Documents for Corporate Legal

Watch this Intapp Documents for Corporate Legal demo to discover how you can transform in-house legal workflows and streamline corporate legal matter management with Microsoft 365. Intapp Documents for Corporate Legal delivers a comprehensive matter management solution for corporate legal...

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Legal
Webinar

Preparing your firm for Microsoft Teams shared channels

Join us for an in-depth review of best practices for leveraging Microsoft Teams shared channels for secure client collaboration.   Law firms operate in a dynamic environment where effective online collaboration with clients and external parties is essential to operational efficiency and...

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Corporate Legal
Case study

Major insurer streamlines in-house legal matter management

A major global insurance company deploys Intapp Documents for Corporate Legal to improve matter management within Microsoft 365 by modernizing and improving remote collaboration, workflows, and governance.

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Corporate Legal
Case study

IATA transforms corporate legal matter management

International Air Transport Association (IATA) improves remote collaboration and matter management with Intapp Documents for Corporate Legal.

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Accounting, Consulting

Digital Transformation for Professional Services Firms

Discover the seven steps to successful digital transformation and learn how OnePlace Collaboration & Content can help your professional services firm boost collaboration, simplify document management, and preserve data security.

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Accounting, Consulting
Webinar

Connecting People: Collaboration as a Business Imperative

The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. In this session, a panel of...

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Accounting, Consulting
Webinar

Integrating Processes: Engineering the Modern Firm

In this session, several of the professional services industry’s most forward-thinking strategy and transformation chiefs will share how the modern firm can operate when unconstrained by limiting technology. You’ll learn how solutions purpose-built for the nuances of...

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Accounting, Consulting
Brief

Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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Legal
Case study

Brachers Law Firm Chooses OnePlace Collaboration & Content for Efficient, Integrated Matter Management

When Brachers wanted to provide its lawyers with a more agile and efficient way of handling matter management, the law firm looked to OnePlace Content & Collaboration for a flexible integration between systems and a clearer line of sight across client matters at any point in time.

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Legal
Case study

Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using OnePlace Collaboration & Content

When Conexus Law wanted to run legal-specific matter management natively within Microsoft 365, firm leaders chose OnePlace Collaboration & Content to enable consistent, transparent, and integrated worldwide service.

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Legal
Webinar

Intapp Product Briefing: Microsoft SharePoint as Your Legal DMS

In this session, you’ll learn how Intapp Documents brings matter-centric document and email management to the powerful Microsoft 365 platform. Through discussion, client testimonials, live demonstration, and interactive Q&A, the OnePlace Collaboration & Content team will...

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Legal
White paper

Best Practices for Matter-Centric Collaboration in Microsoft Teams for Legal Professionals

Law firms need secure and compliant workspaces when using Microsoft Teams. Read our brief to learn about best practices that ensure your firm is using Microsoft Teams safely and securely to its maximum advantage.

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Legal
Case study

South African Law Firm Adams & Adams Improves Firmwide Agility with OnePlace Collaboration & Content

When Adams & Adams needed a solution for better email and matter management, firm leaders chose OnePlace Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

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Accounting, Consulting
Brochure

OnePlace Collaboration & Content Brochure

OnePlace Collaboration & Content Brochure

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Legal
Webinar

Intapp Workspaces Product Briefing: Control Privacy and Manage Governance within Microsoft Teams

The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms. Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also...

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Accounting, Consulting
Webinar

Intapp Technical Briefing for Accounting and Consulting Leaders: Repstor/OnePlace Collaboration & Content

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...

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Legal
Case study

Nelson Mullins Centralizes Matter Management and Content Organization in Microsoft Teams

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.

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Accounting
Case study

Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records

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.