Practical insights for professional services firms
OnePlace Marketing & Business Development webinar: Trends in Legal Marketing and Business Development for APAC Firms
Join Intapp for the first webinar in a new series tailored for firms in the APAC region and focused on the future of law firm client relationship and knowledge management. During this event, we’ll explore solutions, share insights, and discuss trends in marketing and business...
Best Practices for Legal Lateral-Hire Program Success
Lateral hiring and onboarding programs improve retention and drive higher ROI for your firm. Using OnePlace Risk & Compliance and OnePlace Marketing & Business Development, your firm can lay the groundwork for a successful lateral hire transition into your firm and set them up for...
Best Practices for Legal Key-Client Program Success
Key-client programs build the foundation for increased profitability for your firm and a better client experience. Read our brief to learn about best practices that ensure that your firm is extracting maximum value from its key-client program.
RFP Response Kit
RFP Response Kit
Intapp OnePlace and QorusDocs Demo
Intapp OnePlace Marketing & Business Development uses AI to help firms leverage their collective knowledge, improve win rates, and better connect their people, processes, and data. Now, users can leverage the depth and breadth of their firm’s collective intelligence to quickly and...
eMarketing | OnePlace Marketing & Business Development Solution Webinar Series
Learn about OnePlace Marketing & Business Development built-in e-marketing capabilities and understand how users can create and deploy one–off mailings. Learn how users can build automated drip campaigns to streamline ongoing engagement with your firm contacts.
Technical Briefing: Win More Business with Proposal Generation Powered QorusDocs
Please join us for a discussion on how the partnership between Intapp and QorusDocs accelerates proposal management for the legal industry. By leveraging the combined power of OnePlace Marketing & Business Development and QorusDocs, firms combine the centralization of critical data...
Your Partners Will Never Use a Traditional CRM
Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge. During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its...
The Keys to Securing Microsoft Teams for Matter-Based Collaboration
It’s difficult to strike right balance between control and user empowerment in your Microsoft Teams deployment. Join us to learn the keys to securing your Microsoft Teams environment using Intapp Walls and Intapp Workspaces to establish the right structure, control, security, and...
Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm
As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in...
Automation of Risk and Third-Party Data
During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy...
#EpicCRMFails Webinar Series Part 3: CRM Adoption Fails – and How to Avoid Them
Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame...
Win More Business: Produce Data-Driven Insights by Tapping Into Your Firm’s Greatest Assets
Your firm’s CRM and EXP systems contain a wealth of data gathered over time — data that can inform valuable yet often unexplored opportunities to differentiate your capabilities and demonstrate to prospects that you’re the undeniably correct choice.
OnePlace Marketing & Business Development Solution Overview: Partners and Professionals Are Like Pilots
Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work...
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.
18th International Conference on Artificial Intelligence and Law 2021 - International Workshop on AI for Understanding the Legal Business
Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial...
Streamlining AML and CDD Management
Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes,...
Cloud Transformation as a Driver of Firm Value and Growth: Two Key Considerations
Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics...
Point of view
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...
CRM Transformation Series, Part 4: Firm CRM Adoption
In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving...
Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships
Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how...