• Resources

    Practical insights for professional services firms

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Accounting, Consulting
Webinar

Industry Leaders Address Our Changing Digital Landscape

During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better...

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Legal
Webinar

Connecting People: Outlining Your Path to a Connected Firm

The pandemic has redefined the nature of work forever. In industries, such as legal, where face-to-face engagement was the de facto standard, it’s more important than ever for firms to reimagine how people connect, collaborate, and share knowledge. Being a connected firm is something...

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Legal
Webinar

Breaking Silos: Harnessing the Power of Data to Drive Firm Growth

Client relationships are a law firm’s lifeline. Unfortunately, many efforts to enhance those relationships are ad hoc and tactical in nature because key data lives and dies inside departmental silos, creating blind spots and inefficiencies. From marketing and business development to...

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Accounting, Consulting
Webinar

Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm

As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in...

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Accounting, Consulting
Webinar

Connecting People: Collaboration as a Business Imperative

The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. In this session, a panel of...

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Legal
Webinar

Integrating Processes: Modernizing Lateral Onboarding

What if you could manage your lateral partner onboarding lifecycle — from recruiting to conflicts review to intake — in a collaborative, automated environment? What if the result were vastly improved speed and efficiency of conflicts clearance, partner review, and client and matter...

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Legal
Webinar

Innovating Your People, Process, and Data to Meet Your Clients’ Needs

To become a truly connected firm that makes data-driven decisions, you need to connect your people, process, and data, and ensure that your technology supports every stage of the client lifecycle. In this session, you’ll learn how Intapp innovation powers the connected firm for the...

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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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Accounting, Consulting
Webinar

Purpose-Built Innovations for Data-Driven Outcomes

In an increasingly competitive market, leading accounting and consulting firms rely on Intapp solutions to help maximize their technology investments in order to operate more efficiently and meet and exceed client expectations. Join this session to learn how new Intapp technology powers...

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Financial Services
Webinar

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...

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Financial Services
Webinar

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,...

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Financial Services
Webinar

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,...

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Financial Services
Webinar

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...

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Legal
Webinar

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...

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Legal
Webinar

#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...

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Legal
Webinar

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 Intapp Collaboration & Content team will showcase...

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Legal
Webinar

Intapp Workspaces Product Briefing: Control Privacy and Manage Governance within Microsoft Teams

The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms. Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also...

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Legal
Webinar

DealCloud Solution Overview: Partners and Professionals Are Like Pilots

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way.  Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work...

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Legal
Webinar

18th International Conference on Artificial Intelligence and Law 2021 - International Workshop on AI for Understanding the Legal Business

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial...

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Legal
Webinar

Streamlining AML and CDD Management

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes,...

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Legal
Webinar

Cloud Transformation as a Driver of Firm Value and Growth: Two Key Considerations

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics...