• Resources

    Practical insights for professional
    services firms

icon
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...

icon
Accounting
Webinar

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.

icon
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 OnePlace Marketing & Business Development and QorusDocs, firms combine the centralization of critical data...

icon
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...

icon
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...

icon
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...

icon
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...

icon
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...

icon
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...

icon
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.

icon
Accounting, Consulting
Webinar

Industry Leaders Address Our Changing Digital Landscape

During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better...

icon
Legal
Webinar

Connecting People: Outlining Your Path to a Connected Firm

The pandemic has redefined the nature of work forever. In industries, such as legal, where face-to-face engagement was the de facto standard, it’s more important than ever for firms to reimagine how people connect, collaborate, and share knowledge. Being a connected firm is something...

icon
Legal
Webinar

Breaking Silos: Harnessing the Power of Data to Drive Firm Growth

Client relationships are a law firm’s lifeline. Unfortunately, many efforts to enhance those relationships are ad hoc and tactical in nature because key data lives and dies inside departmental silos, creating blind spots and inefficiencies. From marketing and business development to...

icon
Accounting, Consulting
Webinar

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...

icon
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...

icon
Legal
Webinar

Integrating Processes: Modernizing Lateral Onboarding

What if you could manage your lateral partner onboarding lifecycle — from recruiting to conflicts review to intake — in a collaborative, automated environment? What if the result were vastly improved speed and efficiency of conflicts clearance, partner review, and client and matter...

icon
Legal
Webinar

Innovating Your People, Process, and Data to Meet Your Clients’ Needs

To become a truly connected firm that makes data-driven decisions, you need to connect your people, process, and data, and ensure that your technology supports every stage of the client lifecycle. In this session, you’ll learn how Intapp innovation powers the connected firm for the...

icon
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...

icon
Accounting, Consulting
Webinar

Purpose-Built Innovations for Data-Driven Outcomes

In an increasingly competitive market, leading accounting and consulting firms rely on Intapp solutions to help maximize their technology investments in order to operate more efficiently and meet and exceed client expectations. Join this session to learn how new Intapp technology powers...

icon
Financial Services
Webinar

Offense and Defense: How Finance Firms Build, Maintain, and Protect Data Ecosystems

Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high...

icon
Financial Services
Webinar

Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing,...