• Resources

    Practical insights for professional
    services firms

Show All
icon
Legal
Webinar

Partner perspectives on navigating the cloud migration journey

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...

icon
Legal
Webinar

OnePlace Risk & Compliance for Legal: Intapp Intake and Intapp Conflicts

Join us to explore how firms effectively leverage OnePlace 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,...

icon
Legal
Webinar

Intapp Terms Webinar: A Holistic Approach to Managing Client and Vendor Commitments

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...

icon
Legal
Webinar

Intapp Risk and Compliance Roundtable: An Expert Panel Discussion on Risk Assessment, AML, and CDD

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...

icon
Legal
Webinar

Expediting Lateral Hiring: Integrated Onboarding and Conflicts Clearance

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...

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

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...

icon
Legal
Webinar

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...

icon
Accounting
Webinar

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...

icon
Legal
Webinar

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...

icon
Legal
Webinar

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.

icon
Accounting, Capital Markets
Webinar

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...

icon
Accounting
Webinar

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.

icon
Legal
Webinar

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.

icon
Legal
Webinar

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...

icon
Legal
Webinar

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.

icon
Legal
Webinar

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.

icon
Accounting, Capital Markets
Webinar

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.