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    Practical insights for professional services firms

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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

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

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

Automation of Risk and Third-Party Data

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy...

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Legal
Webinar

#EpicCRMFails Webinar Series Part 3: CRM Adoption Fails – and How to Avoid Them

Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame...

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Legal
Webinar

Intapp Workspaces Product Briefing: Control Privacy and Manage Governance within Microsoft Teams

The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms. Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also...

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Legal
Webinar

DealCloud Solution Overview: Partners and Professionals Are Like Pilots

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way.  Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work...

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Legal
Webinar

18th International Conference on Artificial Intelligence and Law 2021 - International Workshop on AI for Understanding the Legal Business

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial...

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Legal
Webinar

Streamlining AML and CDD Management

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes,...

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Legal
Webinar

Cloud Transformation as a Driver of Firm Value and Growth: Two Key Considerations

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics...

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Legal
Webinar

CRM Transformation Series, Part 4: Firm CRM Adoption

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving...

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Legal
Webinar

Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships

Join us to learn how DealCloud, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that...

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Legal
Webinar

Client Community Event: Intapp Client Development

Join us for the relaunch of the Intapp community for Intapp client development. At this event, you’ll connect with your peers and learn alongside others who leverage the Intapp client development solution. In this session, our panel will discuss and share details on the following key...

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Accounting
Tech brief

Intapp Technical Briefing: Repstor/Intapp Collaboration & Content

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...

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Accounting
Tech brief

User Community Event: Intapp Risk & Compliance for Legal

Join this Intapp user community event to connect with your peers and learn from others who also leverage Intapp Risk & Compliance for business acceptance.   In this meeting, you’ll have the opportunity to build your knowledge:  Share best practices with your peers...

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Accounting
Webinar

Administration | DealCloud Solution Webinar Series

Learn more about configuring DealCloud to meet your firm’s specific needs

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Webinar

Contacts and Relationships Management with Intapp | DealCloud Solution Webinar Series

Learn how DealCloud 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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Accounting
Webinar

Whitespace, Client Metrics, and Plans | DealCloud 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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Accounting
Webinar

Campaigns | DealCloud Solution Webinar Series

Learn how DealCloud 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...

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Legal
Webinar

DealCloud Webinar: Solution Overview

Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong. Join us as we introduce DealCloud, 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...

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Accounting
Webinar

Opportunity Tracking and Referral Management | DealCloud Solution Webinar Series

Learn how DealCloud supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.