• Resources

    Practical insights for professional
    services firms

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Accounting, Consulting
Webinar

Integrating Processes: Engineering the Modern Firm

In this session, several of the professional services industry’s most forward-thinking strategy and transformation chiefs will share how the modern firm can operate when unconstrained by limiting technology. You’ll learn how solutions purpose-built for the nuances of...

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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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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.

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Operations & Finance Session

Join Chris Kraft, General Manager, Operations and Finance for his perspectives on how operations, finance and pricing teams are adapting during this current time; listen to a fireside chat with one of your peers; and, see the latest functionality in Intapp OnePlace Operations &...

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Legal
Podcast

Just Go With the Flow! – How Workflows Can Improve and Automate Business Processes

On this ILTA podcast, hear Milan Bobde, Director of Product Management at Intapp, discuss the best practices for identifying and automating processes to keep legal organizations agile and as efficient as possible.

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Accounting, Capital Markets
Premium Content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Legal

Ward and Smith improves operational efficiency with Intapp OnePlace

When superior client service is a key differentiator for your practice, process automation and tight integrations between your key systems is critical to delivering on that promise. Ward Smith, P.A., a general practice of 90 attorneys across five offices in North Carolina, partnered with...

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Legal

Timely automation at DAC Beachcroft

IT Director David Aird shares how DAC Beachcroft is automating time capture, client collaboration workflows and compliance, and how Intapp OnePlace is helping the firm to deliver on its digital transformation strategy. (Originally published in Briefing magazine, Process automation...

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Accounting

William Buck Victoria: Improving client service with Intapp Flow and Integrate

Like many accounting firms, William Buck Victoria historically relied on sending paper documents to clients for review and signature. Now the firm is able to process documents electronically—and tax processes that once took weeks can be completed in less than a day.

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Legal
Data Sheet

Intapp Integrate data sheet

Learn how Intapp Integrate simplifies communications from different systems, making it quick and efficient to execute a broad range of IT tasks.

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Legal
White Paper

Business process in power

Intapp senior managers discuss the move from back-office process management to business-wide automated and expedited workflows.

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Legal
Data Sheet

A fresh approach to workflow and legal practice automation

Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.

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Legal

McMillan accelerates payment processing with Intapp Flow and Integrate

The Accounts Payable team at McMillan eliminated paper forms for expense and check requisition by deploying Intapp Flow and Intapp Integrate. As a result, the firm has reduced payment processing time significantly—from 2-5 days to 10-20 minutes on average.

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Legal

Arnold Bloch Leibler leverages Intapp for successful PMS migration

Arnold Bloch Leibler, a premier Australian commercial law firm, turned to Intapp as it planned the migration of its practice management system (PMS). By introducing a state-of-the-art time recording system prior to the migration—and automating workflows—the firm was successful in...

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Webinar

Webinar: new vendor intake (HBR Consulting & Intapp Flow)

Learn how HBR Consulting leverages Intapp Flow to manage “NVI” and procurement as part of the entire vendor lifecycle.