• Resources

    Practical insights for professional
    services firms

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Accounting
Webinar

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.

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Accounting
Webinar

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...

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Legal
Webinar

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...

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Accounting
Webinar

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.  

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Financial Services, Professional Services
Webinar

#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...

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Legal
Webinar

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...

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Accounting
Webinar

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...

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Legal
Webinar

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...

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Financial Services, Professional Services
Webinar

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...

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Legal
Webinar

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,...

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Legal
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

#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
Webinar

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
Webinar

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
Webinar

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
Webinar

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?