• Resources

    Practical insights for professional
    services firms

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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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Legal
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.

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Legal, Professional Services
Case Study

New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud

Facing limited vendor support for products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements. The Baker Botts team chose InOutsource to implement Intapp Intake...

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Legal, Professional Services
Case Study

New Business Automation Lays the Foundation for the Data-Driven Firm

As Shearman & Sterling was transitioning from a decentralized conflicts clearance model to a more centralized one, Intapp certified implementation partner InOutsource worked with the firm to migrate its new business intake (NBI) system to Intapp Intake. The implementation also...

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Legal, Professional Services
Case Study

Automating Audit Letter Responses with Intapp

Responding to audit letters is a professional requirement for every law firm. When clients get audited, the auditor confers with the client’s attorneys for feedback on loss contingencies, including any pending litigation, claims and assessments which might impact the auditor’s...

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Legal, Professional Services
Case Study

Freeborn & Peters on Moving to the Intapp Cloud with Aurora North

Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow. Robert Funk, financial systems manager at Freeborn, shares his experience...

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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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Accounting, Consulting

BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts

One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.

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Legal

Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the...

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Legal
Webinar

Intapp Intake Community of Success Hour

Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Shalaka Natu to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

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Legal

Brownstein Hyatt Farber Schreck accelerates business acceptance

Joe Craven, Chief Information Officer, at Brownstein Hyatt Farber Schreck shares how the firm has made business acceptance more efficient with the ability to process a high volume of new matters and automate engagement letters using Intapp Intake and Conflicts.  

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Legal

Orrick streamlines lateral hire onboarding with modernized data capture

Mike Guernon, Director of New Business and Conflicts, on how Orrick is making the lateral hire onboarding process more painfree and efficient with Intapp Intake and Intapp Conflicts.  

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Legal

Zelle overhauls business acceptance process, moves to the cloud

When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.

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Accounting, Consulting

RSM US automates the client lifecycle with Intapp

Craig Butler, Senior Director of Audit Technology at RSM US, shares how working with Intapp has enabled RSM to drive growth through automation which has increased their workflow efficiency allowing them to better serve their clients.  

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Accounting, Consulting

RSM US talks about the importance of using a purpose-built platform made just for accounting firms

Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the...

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Legal

Farrer & Co advances their cloud strategy with one unified system for business acceptance

Neil Davison and Anne Tempany of Farrer & Co share how their cloud-first strategy has enabled the firm to streamline their processes and gain immediate benefits with the latest updates and features always available.  

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Legal
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.

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Accounting, Capital Markets
Premium Content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Legal
Webinar

Risk management for the entire client lifecycle

Discover the complete, continuous solution to meet today’s business acceptance challenges

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Accounting
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.

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Accounting
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.