Practical insights for professional services firms

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.

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...

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.

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...

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...

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...

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...

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...

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...

Learn about DealCloud 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.

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...

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...

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...

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...

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...

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...

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...

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.

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...

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...

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...