• Resources

    Practical insights for professional
    services firms

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Financial Services
White Paper

Marketing communications in the modern capital markets firm

In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.

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Financial Services
White Paper

The Boutique Investment Bank’s Guide to Becoming Essential to Clients

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

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Financial Services
White Paper

Building a Stronger Investor Relations Machine

Download our whitepaper to learn how IR professionals can strengthen LP relationships and close deals faster in the capital markets by leveraging DealCloud.

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Financial Services
White Paper

Technology and the contemporary private equity firm

After spending countless hours learning and comparing the various approaches to technology-enabled dealmaking at various firms, we extracted five major challenges facing dealmakers in their pursuit of a productive, high-functioning private equity firm.

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Legal
White Paper

2021 Risk Management Survey

Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.

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Legal
White Paper

Best Practices for Matter-Centric Collaboration in Microsoft Teams for Legal Professionals

Law firms need secure and compliant workspaces when using Microsoft Teams. Read our brief to learn about best practices that ensure your firm is using Microsoft Teams safely and securely to its maximum advantage.

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Legal
White Paper

Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time

Managing law firm OCGs has become a permanent administrative function, and it’s essential that firm lawyers and staff understand — and comply with — their obligations. Success requires the collaboration of subject matter experts from a broad range of disciplines, centralized...

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White Paper

Connecting the Dots and Data to Capture New Business

Intapp and The Legal Sales and Service Organization (LSSO) recently surveyed marketing and business development executives at midsize and large law firms to determine how they are approaching business development and “sales.” The results were illuminating: 90% of those surveyed...

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White Paper

Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time

Intapp Terms enables firms to gain visibility into increasingly complex and demanding client terms of business to promote enforcement with confidence. Intapp helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises...

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Legal
White Paper

The business value of Intapp Time and Intapp Terms for law firms

Billable hours are the lifeblood of any legal firm. Explore how Intapp Time and Intapp Terms can help your firm improve client retention, increase lawyer productivity, and ultimately increase firm revenue.

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Legal
White Paper

2020 Risk Management Survey

Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.

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Accounting
White Paper

Acceptance, continuance, and independence in accounting

Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.

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Legal
White Paper

Business process in power

Intapp senior managers discuss the move from back-office process management to business-wide automated and expedited workflows.

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White Paper

Busting the top 10 cloud computing myths

Learn the the truth behind 10 common cloud technology myths and how they may be putting late adopters at a competitive disadvantage.

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White Paper

A brighter day for cloud

Law firms have been cautious about adopting cloud technology, but Jose Lazares, VP, product and business management at Intapp, discusses how he sees attitudes changing.

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Legal
White Paper

The ROI of total time management

Based on research from Hobson & Company, discover the business case for total time management, and how Intapp Time provides strategic advantages to real-world law firms.

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Legal
White Paper

Pricing for client advantage

Explore key research findings into the legal industry pricing landscape and learn how a pricing tool can put firms at a competitive advantage.