• Resources

    Practical insights for professional
    services firms

icon
Financial Services
Article

Is your private equity firm at risk of getting passed by?

The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...

icon
Legal

User Community Event Series: OnePlace Risk & Compliance for Legal — Intapp Terms

Learn how your firm can thoroughly evaluate new business, quickly onboard clients, and monitor relationships effectively leverage OnePlace Risk & Compliance solutions.

icon
Legal
Worksheet

RFP Response Kit

RFP Response Kit

icon
Demo

Intapp OnePlace and QorusDocs Demo

Intapp OnePlace Marketing & Business Development uses AI to help firms leverage their collective knowledge, improve win rates, and better connect their people, processes, and data. Now, users can leverage the depth and breadth of their firm’s collective intelligence to quickly and...

icon
Accounting
Webinar

eMarketing | OnePlace Marketing & Business Development Solution Webinar Series

Learn about OnePlace Marketing & Business Development built-in e-marketing capabilities and understand how users can create and deploy one–off mailings. Learn how users can build automated drip campaigns to streamline ongoing engagement with your firm contacts.

icon
Legal
Webinar

Technical Briefing: Win More Business with Proposal Generation Powered QorusDocs

Please join us for a discussion on how the partnership between Intapp and QorusDocs accelerates proposal management for the legal industry. By leveraging the combined power of OnePlace Marketing & Business Development and QorusDocs, firms combine the centralization of critical data...

icon
Legal
Webinar

Intapp Risk and Compliance Roundtable: An Expert Panel Discussion on Risk Assessment, AML, and CDD

One of the many ever-increasing challenges firms currently face is ensuring proper due diligence while managing their risk assessment processes. Firms are constantly seeking out new ways to address this issue and implement best practices for conducting necessary checks throughout the...

icon
Accounting, Consulting

Digital Transformation for Professional Services Firms

Discover the seven steps to successful digital transformation and learn how OnePlace Collaboration & Content can help your professional services firm boost collaboration, simplify document management, and preserve data security.

icon
Legal
Brief

Driving Law-Firm Growth and Expansion: Intapp Connect21

At Intapp, nothing makes us happier than learning from our clients; when we engage the collective know-how of the Intapp community, we all benefit from the insights, successes, and struggles shared, examined, and solved. During Intapp Connect21, industry leaders gathered to discuss the...

icon
Legal
Webinar

Risk Management Staffing Strategies to Optimize Post-Pandemic Business Agility

The COVID-19 pandemic made 2020 a very challenging year, as law firms were forced to quickly pivot from an in-office environment to a remote work model. Our newly released edition of the Intapp Risk Staffing Survey builds on our earlier surveys, and investigates the true impact of the...

icon
Legal
Webinar

Your Partners Will Never Use a Traditional CRM

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge. During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its...

icon
Capital Markets, Financial Services
Case Study

Boyne Capital

After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that they required industry-specific technology.

icon
Capital Markets, Financial Services
Case Study

Stephens

Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.

icon
Legal
Webinar

Expediting Lateral Hiring: Integrated Onboarding and Conflicts Clearance

Law firms seek out promising lateral candidates to support their strategic imperatives and drive business growth. A seamless, secure, and efficient onboarding process simplifies lateral hiring and helps protect the firm’s existing clients and matters from potential conflicts associated...

icon
Legal
Webinar

The Keys to Securing Microsoft Teams for Matter-Based Collaboration

It’s difficult to strike right balance between control and user empowerment in your Microsoft Teams deployment. Join us to learn the keys to securing your Microsoft Teams environment using Intapp Walls and Intapp Workspaces to establish the right structure, control, security, and...

icon
Accounting, Consulting
Brief

The Future of Professional Services: Connecting People, Processes, and Data

Executive Summary At Intapp Connect21, industry leaders gathered to discuss the evolving professional services landscape and the ways technology can support both their professionals and […]

icon
Accounting, Consulting
Demo

Intapp Workspaces Demo Video

This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the OnePlace Collaboration & Content suite — is made for the next generation of work. Team members need to be able to...

icon
Accounting, Consulting
Webinar

Enabling Your Connected Firm Journey

Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment...

icon
Accounting, Consulting
Webinar

Welcome to Intapp Connect21

Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.

icon
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...

icon
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...