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    Practical insights for professional
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Legal
Webinar

Your Partners Will Never Use a Traditional CRM

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge. During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its...

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Accounting, Consulting
Webinar

Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm

As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in...

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Legal
Webinar

Automation of Risk and Third-Party Data

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy...

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Legal
Webinar

OnePlace Marketing & Business Development Solution Overview: Partners and Professionals Are Like Pilots

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work...

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Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition

A leading accounting firm deploys OnePlace Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

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Legal
Webinar

18th International Conference on Artificial Intelligence and Law 2021 - International Workshop on AI for Understanding the Legal Business

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial...

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Legal
Webinar

Streamlining AML and CDD Management

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes,...

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Legal
Webinar

Cloud Transformation as a Driver of Firm Value and Growth: Two Key Considerations

Management consulting and IT services firms have an unparalleled opportunity to provide full end-to-end strategy and delivery services for businesses looking to move to the cloud. Finding and onboarding the right advisory talent is key to this execution.

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Legal
Point of View

The Legal CMO's Guide to Key-Client Programs

In 2021, the legal industry faces an array of global uncertainties upending traditional marketing and business development planning and budgeting activities. The situation at hand requires a measured and nuanced approach focused on investments that will deliver reliable results — like...

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Legal

Nelson Mullins Centralizes Matter Management and Content Organization in Microsoft Teams

Major U.S. law firm Nelson Mullins deploys Intapp Workspaces to deliver matter centricity, privacy control, and governance as Microsoft Teams becomes the firm’s default work environment.

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Legal
Webinar

Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships

Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how...

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Legal

Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records

A leading accounting firm deploys OnePlace Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

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Legal

OnePlace Marketing & Business Development Webinar: Solution Overview

In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals.

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Legal
Webinar

OnePlace Marketing & Business Development Webinar: Solution Overview

Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong. Join us as we introduce OnePlace Marketing & Business Development, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams...

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Financial Services, Professional Services
Webinar

User Community Event: OnePlace Operations & Finance

Please join us for the semiannual User Community event for OnePlace Operations & Finance users. Join a panel of OnePlace Operations & Finance experts — Matt McInerny, Client Advisory Director; Jill Nelson, Senior Director; and Sharon Scenna, Industry...

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Legal
Webinar

Get to Know OnePlace Risk & Compliance: Turn Risk Management into a Competitive Advantage

As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution...

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Legal

Fredrikson & Byron Deploys AI-Powered Intapp Pricing to Improve Estimates, Manage Budgets, and Monitor Matter Progress

Fredrikson & Byron, leading Midwest law firm, chose Intapp Pricing to accelerate and scale its pricing function while mitigating fee earner investment in unbillable time, improving the accuracy of estimates, systemizing budget and matter activity monitoring and reporting, and...

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Financial Services, Professional Services
Webinar

Get to Know OnePlace Operations & Finance: Unleashing the Power of Your Data to Drive More Profitable Business

As law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on...

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Legal
Webinar

Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation

You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we...

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Legal
Webinar

CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies

You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s...

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Legal
Webinar

#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them

Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see...