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Legal

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

#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

OnePlace Marketing & Business Development 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

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

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

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

Management consulting and IT services firms have an unparalleled opportunity to provide full end-to-end strategy and delivery services for businesses looking to move to the cloud. Finding and onboarding the right advisory talent is key to this execution.

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Legal

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

Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships

Join us to learn how OnePlace Marketing & Business Development, 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...

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Legal

Client Community Event: OnePlace Client Development

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

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Accounting

Intapp Technical Briefing: Repstor/OnePlace 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

User Community Event: OnePlace Risk & Compliance for Legal

Join this Intapp user community event to connect with your peers and learn from others who also leverage OnePlace Risk & Compliance for business acceptance.

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Accounting

Administration | 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 Relationships Management with Intapp | 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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Accounting

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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Accounting

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...

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Legal

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...

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Accounting

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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Financial Services, Professional Services

#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...

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Legal

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...

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Accounting

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...

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Legal

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...


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