• Resources

    Practical insights for professional
    services organizations

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Legal

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...

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Legal

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...

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Legal

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...

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Legal

Intapp Risk Staffing Survey Readout: Risk Staffing Trends Helped Firms Craft a Stronger Pandemic Response

The COVID-19 pandemic dealt law firms and other professional service firms an unprecedented hand, but research shows that the professionalization of risk teams — and their firms’ support for distributed staff — helped position risk services to continue without interruption during...

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Legal

Intapp Technical Briefing - Moving to the Cloud

Intapp solution experts will share what you need to know about moving Integrate, OnePlace Risk & Compliance, and Intapp Time to the cloud, and discuss the experiences of Intapp clients as they made their cloud migration. We’ll cover our hybrid cloud strategy and cloud migration...

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Accounting, Consulting

Unleashing the Power of Your Data to Drive More Profitable Business

Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill...

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Legal

#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them

Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see...

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Legal

CRM Transformation Series, Part 2: Building Your Legal CRM Business Case

You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your...

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Accounting

Succeeding as a Connected Firm in 2021 and Beyond

As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that...

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Legal

Community of Success - OnePlace for IT Autumn 2020

Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which...

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Legal

Accelerating digital transformation by embedding a digital culture

What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?

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Legal

Intapp Time virtual Community of Success (User Group) meeting

Intapp Time virtual Community of Success (User Group) meeting

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CRM Success Series, Part 2: Encouraging Adoption and User Success

Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success.

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Accounting

Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond

Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including...

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Legal

Managing Enterprise Risk in a Connected Firm

Living in a complex, fast-paced, and rapidly shifting world has elevated firms’ pressures and tested their business resilience. Although enterprise risk management approaches can mitigate these pressures, practical challenges to execution remain. In this webinar, we’ll explore the...

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Legal

Meeting (and Exceeding) Client and Firm Requirements with Intapp Walls

As clients are demanding tighter security controls, firms are looking to Intapp to enable them to not only protect sensitive client information, but to also protect the firm by ensuring regulatory compliance, managing and monitoring lateral moves, and providing teams with visibility into...

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Legal

Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter

When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their...

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Legal

Chief Marketing and Business Development Officers as Change Agents

Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs....

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Legal

Team Collaboration and Key Client Programs: Powerful Tools for Business Development

Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or...

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Legal, Professional Services

Client Commitments: Obligation or Opportunity?

Explore the benefits of adopting holistic terms management, and hear from OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.

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Accounting, Consulting

What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm

Join a panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.


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