• Resources

    Practical insights for professional services firms

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Legal
Webinar

Delivering Modern Work for Law Firms with Microsoft Teams and Intapp Workspaces

Join our ILTA product briefing, “Delivering Modern Work for Law Firms with Microsoft Teams and Intapp Workspaces,” where we’ll demonstrate practical legal use cases and how to maximize the value of your Microsoft Teams and Microsoft 365 investment with Intapp Workspaces.

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Webinar

Putting Knowledge to Work: How Applied AI Enables Collaboration

For knowledge-based industries like legal, accounting, consulting, investment banking, and private equity, collaboration is the key to success. In this video podcast produced by Redmond Magazine, Intapp Chief Strategy Officer Mark Holman discusses how emerging technologies are...

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Legal
Webinar

Practical Use Cases and Adoption Strategies for Law Firm Collaboration in Microsoft Teams

Microsoft Teams has the power to streamline firm communication, matter and document collaboration, and client work. But many firms wonder: Where should they start? What are the most practical Microsoft Teams use cases? Who will benefit the most? How can they achieve adoption and...

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Legal
Webinar

Getting Started (or Getting Serious) with Software-driven OCG and Terms Management

Law firms know that outside counsel guidelines (OCGs) are only going to increase in volume and complexity in the future — and firms will need to adopt modern tools, policies, and best practices to effectively manage those mandates.

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Legal
Webinar

Drive your law firm’s business development using proven strategies from the private equity world

Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth. Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just...

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Corporate Legal
Webinar

Leverage Microsoft 365 in Legal Operations: A Conversation with Adidas, Novo Nordisk, KPMG, and Intapp

In-house legal teams are overstretched and overwhelmed by their increasingly complex business needs. Although new technology could provide tighter control on corporate matter management and intuitive collaboration, many firms — especially those that are resistant to change — struggle...

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Legal
Webinar

Marketing & Business Development Azure Migration Overview

Under the strategic partnership with Microsoft, Intapp is adopting Azure as its preferred platform for delivering the industry cloud for professional services, helping firms harness the full power of purpose-built software and services that support the modern workplace.

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Legal
Webinar

Partner perspectives on navigating the cloud migration journey

The cloud offers significant advantages for Intapp customers. Don’t miss this session if you’re looking to migrate on-premises Intapp software, business processes. and data integrations to the cloud — or to better understand key steps your organization should be preparing today to...

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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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Legal
Webinar

DealCloud 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...

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Legal
Webinar

Intapp Risk & Compliance for Legal: Intapp Intake and Intapp Conflicts

Join us to explore how firms effectively leverage Intapp Risk & Compliance to thoroughly evaluate new business, quickly onboard clients, and easily monitor relationships throughout the client lifecycle. During this webinar, you will hear from our guest speaker and Intapp client, David...

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Legal
Webinar

Intapp Terms Webinar: A Holistic Approach to Managing Client and Vendor Commitments

It’s imperative that firms develop a comprehensive strategy for managing client commitments, as well as provisions within that strategy to mandate efficient management, provide visibility and insights, ensure compliance, and maintain customer satisfaction. That strategy must ensure...

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Legal
Webinar

Anatomy of a Cloud Migration

Many Intapp Time customers have already experienced the benefits of migrating to Intapp Time in the cloud. If your firm is considering this move, join us for a panel discussion with our expert team. You’ll get answers to important questions that...

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Legal
Webinar

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 DealCloud and QorusDocs, firms combine the centralization of critical data spanning expertise, clients, and...

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Legal
Webinar

Intapp Risk and Compliance Roundtable: An Expert Panel Discussion on Risk Assessment, AML, and CDD

One of the many ever-increasing challenges firms currently face is ensuring proper due diligence while managing their risk assessment processes. Firms are constantly seeking out new ways to address this issue and implement best practices for conducting necessary checks throughout the...

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Legal
Webinar

Risk Management Staffing Strategies to Optimize Post-Pandemic Business Agility

The COVID-19 pandemic made 2020 a very challenging year, as law firms were forced to quickly pivot from an in-office environment to a remote work model. Our newly released edition of the Intapp Risk Staffing Survey builds on our earlier surveys, and investigates the true impact of the...

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Legal
Webinar

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...

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Legal
Webinar

Expediting Lateral Hiring: Integrated Onboarding and Conflicts Clearance

Law firms seek out promising lateral candidates to support their strategic imperatives and drive business growth. A seamless, secure, and efficient onboarding process simplifies lateral hiring and helps protect the firm’s existing clients and matters from potential conflicts associated...

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Legal
Webinar

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...

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Accounting, Consulting
Webinar

Enabling Your Connected Firm Journey

Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment...

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Accounting, Consulting
Webinar

Welcome to Intapp Connect21

Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.