• Resources

    Practical insights for professional services firms

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Legal
Ebook

An action plan for modern legal work: Key considerations in your firm's Microsoft Teams journey

The Microsoft Teams wave is here. Most law firms and professional services firms are currently only scratching the surface when it comes to using Teams for collaboration. But as Teams gains momentum with your clients and prospects, it will eventually replace Microsoft Outlook as the...

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Legal
Webinar

Delivering Modern Work for Law Firms with Microsoft Teams and Intapp Workspaces

Join our ILTA product briefing, “Delivering Modern Work for Law Firms with Microsoft Teams and Intapp Workspaces,” where we’ll demonstrate practical legal use cases and how to maximize the value of your Microsoft Teams and Microsoft 365 investment with Intapp Workspaces.

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Financial Services, Investment Banking
Video

Fireside Chat with the Carlyle Group and Orrick

Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.

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Video

Enabling the Interconnected Ecosystem

Your firm’s professionals are at the forefront of meeting the increasing demands of client expectations. To deliver context-aware intelligence and implement greater operational efficiency, firms need an ecosystem that uncovers data-driven decisions and accelerates time to value....

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Video

City Tour in Washington: The Future of Connected Innovation

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how...

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Legal
Brief

The ultimate guide to data-led legal marketing and business development

The ultimate guide to data-led legal marketing and business development

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Legal
Infographic

7 tech adoption tips from law firm COOs

7 tech adoption tips from law firm COOs

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Webinar

Putting Knowledge to Work: How Applied AI Enables Collaboration

For knowledge-based industries like legal, accounting, consulting, investment banking, and private equity, collaboration is the key to success. In this video podcast produced by Redmond Magazine, Intapp Chief Strategy Officer Mark Holman discusses how emerging technologies are...

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Legal
Case study

Dykema employs Intapp Workspaces to advance Microsoft Teams for enhanced collaboration across a multi-office law firm

Dykema, an Am-Law 200 law firm, needed to find a technology solution that met the firm’s critical matter use cases, data security, and governance requirements associated with the rollout of Microsoft Teams.

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Legal
Ebook

Driving higher realization and client satisfaction with the power of Intapp Time, Terms and Billstream

Law firms can improve the work-to-bill lifecycle with compliant time and prebilling software. Read what clients have to say about the power of Intapp Time, Terms, and Billstream, and how these solutions help them power profitable matter financial management and ensure client satisfaction.

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Legal
Webinar

Practical Use Cases and Adoption Strategies for Law Firm Collaboration in Microsoft Teams

Microsoft Teams has the power to streamline firm communication, matter and document collaboration, and client work. But many firms wonder: Where should they start? What are the most practical Microsoft Teams use cases? Who will benefit the most? How can they achieve adoption and...

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Legal
Article

Pat Archbold on the future of law firm management software

Pat Archbold, General Manager of Collaboration and Content at Intapp, discusses the ways in which Intapp and Microsoft Teams are the future of law firm management software.

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Intapp Privacy Brief

Intapp Privacy Brief

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Legal
Webinar

Getting Started (or Getting Serious) with Software-driven OCG and Terms Management

Law firms know that outside counsel guidelines (OCGs) are only going to increase in volume and complexity in the future — and firms will need to adopt modern tools, policies, and best practices to effectively manage those mandates.

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Legal
Ebook

Why a legal CRM solution may be the best IT investment your law firm makes for business development

Does your CRM solution reveal opportunities for cross-selling to your clients? Or analyze which of your professionals has the strongest relationship with a contact? Does it monitor referred business to ensure relationships remain strong?

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Legal
Webinar

Drive your law firm’s business development using proven strategies from the private equity world

Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth. Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just...

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Legal
Ebook

A guide to cross-selling: How law firms can grow client relationships and drive revenue

To win the cross-selling game, today’s firms need to adopt several key practices and programs. In this e-book, we’ll share three successful cross-selling tactics, key implementation tips, and best practices. Download the e-book to learn more about best practices and technology for...

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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...

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Corporate Legal
Webinar

Leverage Microsoft 365 in Legal Operations: A Conversation with Adidas, Novo Nordisk, KPMG, and Intapp

In-house legal teams are overstretched and overwhelmed by their increasingly complex business needs. Although new technology could provide tighter control on corporate matter management and intuitive collaboration, many firms — especially those that are resistant to change — struggle...

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Legal
Webinar

Marketing & Business Development Azure Migration Overview

Under the strategic partnership with Microsoft, Intapp is adopting Azure as its preferred platform for delivering the industry cloud for professional services, helping firms harness the full power of purpose-built software and services that support the modern workplace.

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Legal
Case study

Gould & Ratner deploys DealCloud to gain critical business insights and drive firmwide growth

Gould & Ratner selects DealCloud as its single-source-of-truth CRM solution to gain critical legal marketing and BD insights, improve reporting capabilities, enhance the client experience, and drive firmwide growth.