• Resources

    Practical insights for professional
    services organizations

icon
Financial Services

Offense and Defense: How Finance Firms Build, Maintain, and Protect Data Ecosystems

Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high...

icon
Financial Services

Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing,...

icon
Financial Services

Apprenticeship, Burnout, and Collaboration: The ABCs of People-First Capital Markets Firms

Preserving apprenticeship models, hiring top talent, and retaining happy professionals have certainly been a challenge for most capital markets firms during the last year. Firms of all shapes and sizes are now looking for better ways to improve collaboration, increase productivity,...

icon
Financial Services

Workflows and Status Quos: Creating Best-in-Class Firmwide Processes in Financial Services

As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing...

icon
Legal

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.

icon
Legal

Guidelines, Terms, and Client Compliance: From Budgeting to Billing, Risk to Revenue​

As firms increasingly report compliance as the leading culprit of revenue and profit erosion, strategic workflows and purpose-built solutions have become more important than ever. In this session, we’ll deliver an insightful discussion around compliance as it relates...

icon
Accounting, Consulting

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.

icon
Legal

Total Time Visibility:​ Delivering Improved Analytics and Visibility to Lawyers and Finance

Join us as we reintroduce Intapp Time, part of the Intapp OnePlace connected firm management solution. In this session, we’ll deliver an insightful discussion of the chance for firms to embrace and access total time visibility using Intapp Time.

icon
Legal, Professional Services

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...

icon
Legal, Professional Services

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...

icon
Legal, Professional Services

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...

icon
Legal, Professional Services

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...

icon
Capital Markets, Financial Services

KPMG Corporate Finance in the U.K.

As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...

icon
Legal

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...

icon
Accounting, Consulting

Transforming Microsoft Teams for Client-Centric Collaboration

Although Microsoft Teams has empowered professional services firms to stay connected and collaborate on engagements throughout the pandemic, its out-of-the-box capabilities ultimately presented challenges to the unique, engagement-centered ways accountants, advisors, and consultants...

icon
Legal

#EpicCRMFails Webinar Series Part 3: CRM Adoption Fails – and How to Avoid Them

Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame...

icon
Legal

Brachers Law Firm Chooses OnePlace Collaboration & Content for Efficient, Integrated Matter Management

When Brachers wanted to provide its lawyers with a more agile and efficient way of handling matter management, the law firm looked to OnePlace Content & Collaboration for a flexible integration between systems and a clearer line of sight across client matters at any point in time.

icon
Legal

Win More Business: Produce Data-Driven Insights by Tapping Into Your Firm’s Greatest Assets

Your firm’s CRM and EXP systems contain a wealth of data gathered over time — data that can inform valuable yet often unexplored opportunities to differentiate your capabilities and demonstrate to prospects that you’re the undeniably correct choice.

icon
Legal

Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using OnePlace Collaboration & Content

When Conexus Law wanted to run legal-specific matter management natively within Microsoft 365, firm leaders chose OnePlace Collaboration & Content to enable consistent, transparent, and integrated worldwide service.

icon
Legal

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...

icon
Legal

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.


Contact UsContact Us
Name*
Explicit Opt-In
Hidden
Hidden
Interest
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.
Request DemoRequest a demo
Name*
Solution Interest
Hidden
Explicit Opt-In
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.