Practical insights for professional services firms
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...
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...
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...
Administration | DealCloud Solution Webinar Series
Learn more about configuring DealCloud to meet your firm’s specific needs
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.
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.
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...
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...
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.
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Intapp Technical Briefing - Moving to the Cloud
Intapp solution experts will share what you need to know about moving Integrate, Intapp 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 plans...
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...