• Resources

    Practical insights for professional
    services firms

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Demo

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...

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Accounting, Consulting
Demo

Intapp Workspaces Demo Video

This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the OnePlace Collaboration & Content suite — is made for the next generation of work. Team members need to be able to...

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Legal
Demo

Manage Client Requirements and Compliance with Intapp Terms

Client guidelines are more complex and demanding than ever, and failing to comply can put your client relationships, reputation, and bottom line in jeopardy. Yet many firms lack visibility into client terms and are unable to enforce agreements which can impact relationships and...

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Legal
Demo

Managing OCGs and Client Commitments with Intapp Terms

Come learn how your firm can more easily manage OCGs and client commitments using the power of Intapp Terms. Our experts will demo the product, with a special emphasis on new features including review workflow, enhanced search capabilities and comparison features, and a host of other...

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Professional Services
Demo

Intapp Conflicts

Intapp Conflicts accelerates conflicts resolution by streamlining critical risk-management activities within a single interface.

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Legal, Professional Services
Demo

Intapp Intake

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

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Accounting, Capital Markets
Demo

Intapp Terms

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

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Accounting, Capital Markets
Demo

Intapp Time

Intapp Time is a total time management solution to find and capture missed time, improve realization, and enable on-the-go timekeeping with full mobile capabilities.