• Resources

    Practical insights for professional
    services firms

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Legal
Case study

S-E-A accelerates billing and gains draft visibility with Intapp Billstream

S-E-A deployed Intapp Billstream to achieve record-low work-in-progress backlogs, increasing its average quantity of draft bills by 450 each month without adding extra billers.

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Legal
Case study

McCarter & English modernizes its legal billing processes with Intapp Billstream

In search of an automated legal billing software solution to replace its paper-based processes, McCarter & English was in the midst of evaluating Intapp Billstream when the COVID-19 pandemic struck in 2020. The evaluation program, which had begun as a pilot for two partners, was...

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Legal
Case study

Seyfarth Shaw automates legal billing workflow with Intapp Billstream

Am Law 100 firm Seyfarth Shaw sought to streamline its legal billing workflows and increase visibility across the firm’s highly distributed teams. Because billing team members work from nearly all of the firm’s global office locations — and generates a higher-than-average number of...

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Legal
Case study

Bevan Brittan automates billing cycle with Intapp Billstream

Bevan Brittan, a U.K. Top 100 law firm, uses Intapp Billstream to automate its work-to-bill lifecycle, improving realization by billing faster and more accurately. 

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Legal
Case study

Mintz slashes legal billing timeframes by 35 to 40 percent with Intapp Billstream

Am Law 100 firm Mintz deploys Intapp Billstream to streamline and accelerate invoice management and gain greater visibility.

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Legal
Article

Bressler Risk Blog spotlight: Migrating risk software to the cloud

The Bressler Risk Blog features a recap of our recent webinar featuring the perspectives of three Intapp implementation partners — Aurora North, InflectionIT, and InOutsource — on migrating risk software from on-premises resources to cloud deployment.

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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...

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Corporate Legal
Ebook

The digital transformation imperative for corporate legal operations

This e-book explores opportunities for corporate legal departments to better and more sustainably demonstrate value within their organizations. Discover practical ways for companies to undertake digital transformation for their corporate legal departments using their pre-existing...

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Legal
Webinar

Preparing your firm for Microsoft Teams shared channels

Join us for an in-depth review of best practices for leveraging Microsoft Teams shared channels for secure client collaboration.   Law firms operate in a dynamic environment where effective online collaboration with clients and external parties is essential to operational efficiency and...

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Legal
Webinar

OnePlace Marketing & Business Development webinar: Trends in Legal Marketing and Business Development for APAC Firms

Join Intapp for the first webinar in a new series tailored for firms in the APAC region and focused on the future of law firm client relationship and knowledge management. During this event, we’ll explore solutions, share insights, and discuss trends in marketing and business...

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Legal
Brochure

Intapp Billstream: Speedier legal billing

Intapp Billstream, part of the OnePlace Operations & Finance suite, is the market-leading billing automation solution for legal firms. Intapp Billstream integrates smoothly with all major practice management systems, speeds up legal billing, and delivers a strong return on investment.

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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,...

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Financial Services
Article

Lionpoint sponsors Intapp Virtual Connect 2020

Lionpoint is proud to sponsor Intapp Virtual Connect 2020, to show our support as a certified implementation partner for DealCloud, the leading capital market software solution for investors and dealmakers. We’ll be joined by industry leaders and peers for informative discussions on...

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Financial Services, Private Equity
Article

Impact of new ESG benchmarks on the private equity sector

Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.

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Financial Services
Case study

Roark Capital selects DealCloud

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as...

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Financial Services
Case study

Lionpoint implements CRM to fuel growth

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM for private equity selection and implementation.

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Financial Services
Video

DealCloud and SourceScrub: Deal origination hacks for capital markets professionals

DealCloud’s Emanuel Mesa (Solutions Engineer) shares a high-level overview of DealCloud’s SourceScrub integratoin and shows us how to better organize and automate your deal origination pipeline through the platform.

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Financial Services
Video

DealCloud and FactSet: Fueling efficiency by automating data entry

Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets...

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Financial Services
Video

DealCloud and PrivCo: Unleashing the power of private company data at your firm

Build more robust third-party data reporting without leaving your pipeline management solution. By unlocking the PrivCo integration within the DealCloud DataCortex, you can now access key analytics and dive deeper into your data within your usual workflow. In this video, we’ll show you...

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Financial Services
Video

DealCloud and S&P Global Market Intelligence: Unifying your data to build better workflows

Leverage S&P Global Market Intelligence’s robust data on private and public companies, newsworthy developments, key professionals, industry metrics, and more directly from your DealCloud dashboards through the DataCortex solution. Watch the demo to learn how to populate company and...

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Financial Services
Video

DealCloud and PitchBook: Access enhanced analytics directly in your pipeline

Capital markets professionals looking to enhance their current research and insights offerings can augment and support proprietary data directly within their DealCloud pipeline through the use of the PitchBook data integration. In this demo, DealCloud Solutions Engineer Emanuel Mesa shows...