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Schema | OnePlace Marketing & Business Development Solution Webinar Series
Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs
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Contacts and Management with Intapp Relationships | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development helps you gather more and better contact data, tag contacts to drive targeted engagement, and understand who knows whom across the firm.
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Whitespace, Client Metrics, and Plans | OnePlace Marketing & Business Development Solution Webinar Series
Learn how to leverage firmwide data to pinpoint opportunities — and risk — across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery.
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Campaigns | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of marketing activities to inform both strategic and tactical actions.
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OnePlace Marketing & Business Development Webinar: Solution Overview
Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong.
Join us as we introduce OnePlace Marketing & Business Development, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams but also provides a seamless experience to help your firm enhance its revenue, reputation, and retention. In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals, including:
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Opportunity Tracking and Referral Management | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.
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#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Please join us for the semiannual User Community event for OnePlace Operations & Finance users. Join a panel of OnePlace Operations & Finance experts — Matt McInerny, Client Advisory Director; Jill Nelson, Senior Director; and Sharon Scenna, Industry Consultant — to learn how Intapp products and solutions have evolved to better support operations and finance capabilities.
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Get to Know OnePlace Risk & Compliance: Turn Risk Management into a Competitive Advantage
As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution that manages compliance, strategically evaluates new business, and drives revenue by accelerating conflicts analysis and reporting.
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Streamlining Risk Management in Restructuring Engagements
When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to productivity. Many firms conduct manual conflicts checks by pulling data from various siloed systems — but there’s a better way.
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Creating the Connected Firm: Why Experience Matters
A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.
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Get to Know OnePlace Operations & Finance: Unleashing the Power of Your Data to Drive More Profitable Business
As law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver engagements that result in happier clients and higher profits.
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Timekeeping and Profitable Delivery
This event — designed for Portuguese clients and interested firm representatives — will be facilitated in English and Portuguese.
Hourly rates continue to serve as the building blocks for all fee arrangements, which means accurate time recording is here to stay.
In this session, we’ll explore ways law firms collaborate with their lawyers to improve time capture and understand how this effort underpins profitable service delivery models. Law firm leaders will share their views, and experts will demonstrate how modern technology can improve time recording.
We’ll explore a number of profitability-related topics, including:
• Whether billable-hour targets offer an effective mechanism to measure lawyer performance
• How modern law firms help their lawyers reduce leakage and record more time
• How a shift in the complexity of client billing resulted in increased bill rejections and write-offs
• What impact this shift has had on profitability and client satisfaction, and how firms can address the challenge
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Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation
You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project.
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Enabling Efficient and Thorough Conflicts Clearance with Corporate Family Trees and Third-Party Content
Explore the use of corporate hierarchies within Intapp Conflicts and learn about the efficiency of using native third-party data integrations — Dun & Bradstreet (D&B), S&P Global Market Intelligence, and Bureau van Dijk (BvD) — within Intapp Conflicts. Watch a demo showing how firms incorporate third-party financial data into their intake processes for financial reviews, and understand how firms automate ongoing third-party data monitoring to ensure they’re protecting their firm after business acceptance.
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CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies
You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.
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Intapp Risk Staffing Survey Readout: Risk Staffing Trends Helped Firms Craft a Stronger Pandemic Response
The COVID-19 pandemic dealt law firms and other professional service firms an unprecedented hand, but research shows that the professionalization of risk teams — and their firms’ support for distributed staff — helped position risk services to continue without interruption during stay-at-home restrictions.
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Intapp Technical Briefing - Moving to the Cloud
Intapp solution experts will share what you need to know about moving Integrate, OnePlace Risk & Compliance, and Intapp Time to the cloud, and discuss the experiences of Intapp clients as they made their cloud migration. We’ll cover our hybrid cloud strategy and cloud migration plans designed to help firms with existing on-premises deployments, and we’ll discuss market trends that will shape your future needs.
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Unleashing the Power of Your Data to Drive More Profitable Business
Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill while also considering how new tools and technology can help the firm operate more efficiently and profitably for the long term.
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#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
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CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.
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Succeeding as a Connected Firm in 2021 and Beyond
As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle.
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Community of Success - OnePlace for IT Autumn 2020
Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which simplifies creation and management of complex approval requirements around assigning and notifying approvers. Additionally, we’ll highlight upcoming features in future releases.
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Accelerating digital transformation by embedding a digital culture
What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?
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Intapp Time virtual Community of Success (User Group) meeting
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CRM Success Series, Part 2: Encouraging Adoption and User Success
Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success.
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Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond
Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including deeply integrated third-party data and AI — into their risk management processes.
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Managing Enterprise Risk in a Connected Firm
Living in a complex, fast-paced, and rapidly shifting world has elevated firms’ pressures and tested their business resilience. Although enterprise risk management approaches can mitigate these pressures, practical challenges to execution remain. In this webinar, we’ll explore the opportunity at hand to nurture sustainable, resilient, and profitable business through a connected firm strategy. Join us to hear perspectives from a panel of risk management experts: Darryl Cross, Director of Global Sales Enablement at Intapp; Kian Poon, Director at Intapp Strategic Consulting; and Anthony Davis, Of Counsel at Clyde & Co US.
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Meeting (and Exceeding) Client and Firm Requirements with Intapp Walls
As clients are demanding tighter security controls, firms are looking to Intapp to enable them to not only protect sensitive client information, but to also protect the firm by ensuring regulatory compliance, managing and monitoring lateral moves, and providing teams with visibility into security policies. On November 11, join the team from Bird & Bird to hear how they have adopted the key features of Intapp Walls to help them not only meet stricter client demands, but exceed expectations with their clients and within the firm.
The Intapp Product team will also highlight recently introduced Intapp Walls features and provide a sneak peek of some exciting developments on the horizon.
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Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter
When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their profit ecosystem? Join us in this moderated panel to discuss real-world examples of profit and client relationship erosion over time and how they were saved and increased by using the data already in the firm’s systems.
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Chief Marketing and Business Development Officers as Change Agents
Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law.
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Team Collaboration and Key Client Programs: Powerful Tools for Business Development
Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or rapid lateral integration, team collaboration requires new systems and processes. To provide actionable guidance and deliver better experiences through teams, firms must adopt technology that supports collaboration, automation, and data-driven insights.
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Client Commitments: Obligation or Opportunity?
Explore the benefits of adopting holistic terms management, and hear from OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.
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What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm
Join a panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.
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Create Speed and Agility in a Volatile Environment
Learn how simplifying processes can help safeguard your firm, lower firm costs, and drive profitability by enabling informed and strategic decisions to create the most value for your firm and the best outcomes for your clients.
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Key Strategies for Putting Your Tech Investment to Work
Hear from representatives of leading firms sharing their tips and tricks, successes and failures, and best-laid plans for making technology investments that truly support lawyers achieving great things.
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Strengthen Your Decision-Making with Third-Party Data and AI
Take a deep dive into two important considerations in modern risk management for professional services firms: Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process.
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Connected Client Experiences: The New Imperative
Find out how modern marketing and business development teams use holistic client lifecycle management techniques and technologies to build stronger relationships, drive profitable revenue growth, and create enduring brands in a changing market.
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Featured Session: The Era of the Connected Firm
Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
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Technology Innovations for Professional Services Firms
Join Intapp product team leaders to learn how our latest developments help you generate seamless interoperability between all your firm’s software and applications; streamline acceptance, continuance, and conflicts resolution; and help your teams more easily manage to client budgets.
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Powering the Connected Firm with Intapp Innovation
Learn how innovation powers the connected firm to provide valuable insights, unlock the latent potential of your people network, inform pricing and experience management, and close the loop between data, insights, and action.
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Featured Session: The Era of the Connected Firm
Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
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Don’t Let Your Time — and Revenue — Slip Away
Learn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential revenue.
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Mastering the Art of the Win-Win-Win Engagement
Explore a new framework for profitable delivery, and hear from OnePlace Operations & Finance clients who have leveraged advanced technology to structure engagements that mutually benefit all parties.
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You Are Here: Webinar Series
Part Four: Where to from Here?
Daniel Susskind examines five stages of lockdown and emergence – and what happens next.
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A Paradigm Shift in Business Development
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CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape
Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have.
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CRM Success Series, Part 1: Defining Value and Acing Implementation
Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that success.
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You Are Here: Webinar Series
Part One: How We Got to This Moment
During the first session of our three-part series, we examine the evolution of the legal profession, starting with its origins. We then discuss the dynamics that have driven change in recent years, and the lessons learned around working remotely during the pandemic. The dialogue will provide invaluable context for what lies ahead.
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You Are Here: Webinar Series
Part Two: Why This Is the Moment for Change
In the second session of our three-part series, Ralph and Richard explain why firms should seize this moment to make vital changes. The discussion will present not only the compelling advantages created by modernizing law firm operating models, but also the perilous competitive threats associated with returning to business as usual.
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You Are Here: Webinar Series
Part Three: What Law Firms Can Do Now
In the final session of our three-part series, Ralph and Richard present a framework for deciding what to do now. They explore opportunities to optimize, transform, and diversify. They challenge leaders to go beyond merely improving what they traditionally have done. And, they encourage firms to adopt these new ways of meeting the needs of their clients.
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Going Deep on Law Firm Profitability
The subject of law firm profitability has become popular recently – and for good reason. With real business forces impacting firms, lawyers can no longer avoid the subject. Most of the programs out there have taken a decidedly limited look at the subject, given that most in the industry are still getting to know it.
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Intapp Flow Client Care Program Demo Series
To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.
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Leveraging Business-Value Forecasting
This session will explore our new reality and demonstrate how firms can confidently deploy their new forecasting skills to illuminate insights and leverage long-term advantage.
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Resilience and the Connected Firm
In this webinar, Intapp’s Sanjeev Gandhi and Jennifer Roberts as well as KPMG’s Sebastian Hartmann will discuss the resilience of a connected firm and what it means in the new normal post-COVID market.
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Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)
From the top down, law firm leaders are under increased pressure to deploy strategies to drive growth. To succeed, firms need a deep understanding of clients and the ability to anticipate shifts in demand.
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Legal CRM: Practical tips for aligning with client needs to drive growth (Part 2)
Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.
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Legal CRM: Practical changes that have a big impact on business performance (Part 3)
Watch part 3 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
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Legal CRM: Bringing your technology stack together to improve business performance (Part 4)
Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.
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Virtual event: Briefing Frontiers 2020: Closer to clients with Intapp
Briefing Frontiers: Closer to clients took place as a virtual event on 21 May 2020. The virtual event explored how firms can better align themselves to client needs, and foster stronger relationships
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Laying the Foundation for a Strong and Effective Pricing Framework
Join Intapp and Legal Success Consulting for this on-demand webinar, which covers key considerations for laying the foundation for an innovative pricing framework built to evolve with the needs of your business.
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Intapp Terms Community of Success Hour
Watch this session with Intapp Terms product experts Makaylia Roberts Binkley, AJ Ratnaparkhi, and James Edwards as they discuss how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.
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Road to Recovery: Techniques & Technology to Transform Business Development
The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare opportunity to get lawyers to focus on business development and technology to help rebuild their practices.
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Intapp Connect Virtual Summit - IT and Innovation Session
Join Jose Lazares, Vice President of Products and Innovation for his perspectives on building a connected firm with next-generation cloud platform services and open APIs; listen to a fireside chat with one of your peers; and, see the latest Intapp The Intapp Platform integration and automation capabilities.
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Intapp Connect Virtual Summit - Risk & Compliance Session
Join John Sharkey, VP, Risk Practice for his perspectives on how Risk teams are adapting strategies and tactics during this current time; listen to a chat with one of your peers; and, see the latest functionality in Intapp OnePlace Risk & Compliance that can help now and in the future.
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Leveraging New Technologies in Risk Management to Deliver Client Success
Watch now to discover how accounting firms can leverage new technologies to optimize risk management and deliver client success.
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Intapp Connect Virtual Summit - Operations & Finance Session
Join Chris Kraft, General Manager, Operations and Finance for his perspectives on how operations, finance and pricing teams are adapting during this current time; listen to a fireside chat with one of your peers; and, see the latest functionality in Intapp OnePlace Operations & Finance that can help.
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Intapp Connect Virtual Summit - Marketing & Business Development Session
Watch Lavinia Calvert, General Manager of Intapp’s Marketing and Business Development Business, for her perspectives on how firm marketing and business development teams are adapting their strategies and tactics during this current time; and learn how OnePlace Marketing & Business Development can grow your firm’s relationships, revenue, and reputation.
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Bringing speed and agility to lawyers and timekeepers in a virtual world
Watch the on-demand webinar where Intapp experts discuss how current conditions are affecting the OnePlace Operations & Finance community and the resulting landscape shifts for lawyers. We also offer tips on streamlining time tracking and submission to support a virtual workforce.
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Identifying strategies to thrive amidst uncertainty
All firms want to grow, but it’s difficult to do so in an uncertain environment. Leading firms know there’s little margin for error and conduct a thorough examination of what’s effective and not in driving growth. Learn from some of the brightest minds on how they prepared their firm to thrive despite uncertainty.
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Intapp Conflicts Community of Success Hour
Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Justin Mitchell to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.
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Third party content: a critical component of holistic business acceptance
Professional services firms around the world are facing unprecedented challenges in the light of uncertainty facing clients in every geography and sector. However, firms are using this moment in time to establish safeguards in order to be aware of changing risk profiles and to be able to quickly respond.
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Extraordinary circumstances require exceptional relationships to thrive
No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals and new business for firms.
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Intapp Intake Community of Success Hour
Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Shalaka Natu to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.
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Risk Management in Uncertain Times
From managing remote and distributed teams to more closely monitoring clients’ evolving financial situations, risk management teams in today’s environment are charged with more responsibility and strategic oversight than ever before.
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A New Paradigm for Professional Services Firms — Resilience and Opportunities in the Face of Uncertainty
Change is never easy – especially for partner-led professional services firms where key decisions typically require consensus. Abrupt, overwhelming, unpredictable change is even more difficult.
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How law firm marketers can lead through crisis and build resilience
Join us as we discuss ways to stay connected and focused amid the COVID-19 outbreak and provide world-class marketing and business development support during this time of social distancing.
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Building the AI-Powered Organization — Avoiding the Perils of the Plug and Play Mindset
Law firms have entered a time of unimagined business challenges and face unique opportunities to help clients navigate a new reality. Is your firm ready accelerate the move to a digital business? The power of artificial intelligence (AI) will be critical to your long-term goals in transforming the ways you work and engage with clients.
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Pricing for profitability: Moving the needle on the pricing maturity model - gated webinar
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Legal Marketing Talent – or Lack Thereof. What to do?
There is no secret that there is a genuine supply and demand issue with legal marketing talent at all levels; there is simply not enough people to go around for the positions that are open.
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Centralizing risk management to drive business growth
See the results of the Intapp Risk Staffing Survey and hear firsthand from representatives of Dickinson Wright PLLC and Greenberg Traurig, which has made the move to a centralized approach to risk management.
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Leveraging AI to increase profitability
With a large emphasis on AI and Machine Learning in the future, many Accounting and Consulting firms are looking for ways to implement new technologies to help them streamline operations, predict engagements and reduce overall costs. Watch our webinar to learn how!
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Modernizing Business Development Webinar
Today’s legal clients scrutinize their spending and are well informed about prices, value and competitive alternatives. This necessitates insight-driven marketing and business development strategies.
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Client Development Webinar
This webinar walks you through the 2018 Law Firm Growth Enablement Survey— a joint research study between Calibrate Legal and Intapp.
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Risk management for the entire client lifecycle
Discover the complete, continuous solution to meet today’s business acceptance challenges
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Client development experience
Explore the full report and uncover insights with industry experts
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Webinar: new vendor intake (HBR Consulting & Intapp Flow)
Learn how HBR Consulting leverages Intapp Flow to manage “NVI” and procurement as part of the entire vendor lifecycle.
