• Resources

    Practical insights for professional
    services organizations

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Capital Markets, Financial Services

Riverside Adopts DealCloud to Streamline Operations, Contain Overhead Costs, and Deliver Better Business Outcomes

This investment management firm was seeking a solution to streamline operations and improve business outcomes.

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Capital Markets, Financial Services

Hamilton Lane Consolidates Data and Improves Relationship Management with DealCloud Platform

This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.

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Legal

Allen Matkins boosted event attendance by 20% while improving attendee quality

Allen Matkins, a California law firm with more than 200 lawyers across offices in four cities — used Intapp Relationships to dramatically boost the quantity and quality of attendees at its marketing events while also cutting the time spent by lawyers vetting invitation lists.

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Legal

McGuireWoods revamped its CRM data to improve its business development efforts

McGuireWoods — a full-service firm providing legal and public affairs counsel to corporate, individual, and nonprofit clients worldwide — needed help to restore faith in its CRM, which suffered from missing, incomplete, and out- of-date contacts. After implementing Intapp...

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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

Ross Forgione of Johnson Winter & Slattery on innovating with Intapp

Ross Forgione, CIO, at Johnson Winter & Slattery shares how the firm is using Intapp Time not only for more complete, consistent time capture, but also harnessing the data to drive firm innovation and talent development.  

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Legal

Toby Brown of Perkins Coie on the value of Intapp

Toby Brown, Chief Practice Management Officer at Perkins Coie discusses the value of Intapp Pricing and what it’s like to have a strategic partner in Intapp.  

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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

Bird & Bird streamlines business acceptance process with tightened security model

Mark Mountford, Head of Business Solutions, at Bird & Bird discusses how Intapp Walls is helping this innovative firm win new business and accelerate the onboarding process by ensuring instant, efficient client and matter security.  

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Legal

Intapp Experience provided Finnegan with a reliable, one-stop source of searchable information on professionals, cases, matters, and clients.

Terra Liddell, Chief Marketing Officer of Finnegan, discusses how Intapp Experience helps her team leverage firmwide data to capture deep insights into practices, industries, courts, judges, clients, and the varied technical experience of the firm’s IP professionals to provide...

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Legal

Johnson Winter & Slattery accelerates billing cycle with Intapp Time

Its representation of major corporations in many landmark and transformational deals and complex disputes positions Johnson Winter & Slattery as a leading independent Australian firm. To gain this unique position, Johnson Winter & Slattery embodies the notion of quality over...

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Legal

Foster Pepper increases velocity of new business acceptance

For more than a century, Foster Pepper has been an integral part of the growth of the Pacific Northwest community. With more than 130 attorneys located in Seattle and Spokane, Washington, it has the deep industry knowledge, commitment to client service and a collaborative environment that...

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Legal

Intapp supports innovation at Gilbert + Tobin

Gilbert + Tobin, 2017 Australian Law Firm of the Year, is Australia’s leading independent law firm, advising clients on their most significant corporate transactions and disputes. From its Sydney, Melbourne and Perth offices, Gilbert + Tobin provides commercial and innovative legal...

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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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Legal

Zelle reduces operational costs and drives efficiency in client service delivery

With Intapp Cloud, Zelle reduced operational costs and drove efficiency in client service delivery.

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Legal

Seyfarth Shaw drives firm-wide innovation with Intapp

Seyfarth Shaw drives firmwide innovation in partnership with Intapp.


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