White paper
A transformation roadmap for professional services and capital markets firms
For today’s professional services and capital markets firms, migration to more advanced digital operations is no longer an option; it’s table stakes. Leading firms across legal, accounting, consulting, investment banking, and private capital markets are leveraging technology in truly...
White paper
How to mitigate the risk of financial crime in law firms
Managing money-laundering risk continues to get more complicated for the legal industry. Firms must stay current and invest in anti-money-laundering (AML) practices and procedures that combat sophisticated financial criminals. Ultimately, every law professional is solely responsible for...
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.
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.
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.
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.
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.
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.
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...
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...
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...
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.
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.
White paper
Global independence checks: regulatory necessity or growth opportunity?
Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.
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.
White paper
Business process in power
Intapp senior managers discuss the move from back-office process management to business-wide automated and expedited workflows.
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.
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.
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.