• Resources

    Practical insights for professional
    services firms

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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

The Keys to Securing Microsoft Teams for Matter-Based Collaboration

It’s difficult to strike right balance between control and user empowerment in your Microsoft Teams deployment. Join us to learn the keys to securing your Microsoft Teams environment using Intapp Walls and Intapp Workspaces to establish the right structure, control, security, and...

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Accounting, Consulting
Brief

Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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Legal
Webinar

Intapp Product Briefing: Microsoft SharePoint as Your Legal DMS

In this session, you’ll learn how Intapp Documents brings matter-centric document and email management to the powerful Microsoft 365 platform. Through discussion, client testimonials, live demonstration, and interactive Q&A, the OnePlace Collaboration & Content team will...

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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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Accounting, Consulting
Brochure

OnePlace Collaboration & Content Brochure

OnePlace Collaboration & Content Brochure

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Legal
Webinar

Community of Success - OnePlace for IT Autumn 2020

Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which...

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Legal
Webinar

Accelerating digital transformation by embedding a digital culture

What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?

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Accounting, Capital Markets
Webinar

Intapp Flow Client Care Program Demo Series

To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.