• Resources

    Practical insights for professional services firms

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Legal
Webinar

CRM Transformation Series, Part 4: Firm CRM Adoption

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving...

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Accounting, Consulting
Webinar

Intapp Technical Briefing for Accounting and Consulting Leaders: Repstor/Intapp Collaboration & Content

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...

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Legal
Webinar

Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships

Join us to learn how DealCloud, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that...

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Legal
Webinar

Client Community Event: Intapp Client Development

Join us for the relaunch of the Intapp community for Intapp client development. At this event, you’ll connect with your peers and learn alongside others who leverage the Intapp client development solution. In this session, our panel will discuss and share details on the following key...

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Accounting
Tech brief

Intapp Technical Briefing: Repstor/Intapp Collaboration & Content

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...

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Accounting
Tech brief

User Community Event: Intapp Risk & Compliance for Legal

Join this Intapp user community event to connect with your peers and learn from others who also leverage Intapp Risk & Compliance for business acceptance.   In this meeting, you’ll have the opportunity to build your knowledge:  Share best practices with your peers...

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Accounting
Webinar

Administration | DealCloud Solution Webinar Series

Learn more about configuring DealCloud to meet your firm’s specific needs

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Webinar

Contacts and Relationships Management with Intapp | DealCloud Solution Webinar Series

Learn how DealCloud helps you gather more and better contact data, tag contacts to drive targeted engagement, and understand who knows whom across the firm. 

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Accounting
Webinar

Whitespace, Client Metrics, and Plans | DealCloud 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 | DealCloud Solution Webinar Series

Learn how DealCloud 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 marketing activities to inform both...

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Legal
Webinar

DealCloud Webinar: Solution Overview

Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong. Join us as we introduce DealCloud, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams but also provides a seamless...

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Accounting
Webinar

Opportunity Tracking and Referral Management | DealCloud Solution Webinar Series

Learn how DealCloud 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

User Community Event: Intapp Operations & Finance

Please join us for the semiannual User Community event for Intapp Operations & Finance users. Join a panel of Intapp 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 Intapp 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 Intapp 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 — was 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, we’ll...

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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 Moody’s Analytics (formerly Bureau van Dijk) — within Intapp...

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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...