User Community Event: OnePlace Risk & Compliance for Legal
Join this Intapp user community event to connect with your peers and learn from others who also leverage OnePlace Risk & Compliance for business acceptance.
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.
Administration | OnePlace Marketing & Business Development Solution Webinar Series
Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs
Contacts and Relationships Management with Intapp | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development helps you gather more and better contact data, tag contacts to drive targeted engagement, and understand who knows whom across the firm.
Whitespace, Client Metrics, and Plans | OnePlace Marketing & Business Development Solution Webinar Series
Learn how to leverage firmwide data to pinpoint opportunities — and risk — across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery.
Campaigns | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of...
Intapp Technical Requirements
The Intapp Secure Cloud provides a highly scalable and secure hybrid architecture, built to meet the needs of industries that require the highest level of client confidentiality.
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...
Opportunity Tracking and Referral Management | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.
#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
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...
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...
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...
FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure
FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.
Streamlining Risk Management in Restructuring Engagements
When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to...
Creating the Connected Firm: Why Experience Matters
A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable...
NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution
NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.
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...
Timekeeping and Profitable Delivery
This event — designed for Portuguese clients and interested firm representatives — will be facilitated in English and Portuguese. Hourly rates continue to serve as the building blocks for all fee arrangements, which means accurate time recording is here to stay. In this session,...
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...
Enabling Efficient and Thorough Conflicts Clearance with Corporate Family Trees and Third-Party Content
Explore the use of corporate hierarchies within Intapp Conflicts and learn about the efficiency of using native third-party data integrations — Dun & Bradstreet (D&B), S&P Global Market Intelligence, and Bureau van Dijk (BvD) — within Intapp Conflicts. Watch a demo showing...
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...
