• Resources

    Practical insights for professional
    services firms

Show All
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

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

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

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
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...

icon
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...

icon
Legal
Webinar

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...

icon
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...

icon
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,...

icon
Legal
Webinar

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.

icon
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...

icon
Legal
Webinar

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...

icon
Legal
Webinar

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...

icon
Accounting
Tech Brief

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...

icon
Accounting
Tech Brief

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.

icon
Accounting
Webinar

Administration | OnePlace Marketing & Business Development Solution Webinar Series

Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs

icon
Webinar

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. 

icon
Accounting
Webinar

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.

icon
Accounting
Webinar

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...

icon
Legal
Webinar

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...