Practical insights for professional
Breaking Silos: Harnessing the Power of Data to Drive Firm Growth
Client relationships are a law firm’s lifeline. Unfortunately, many efforts to enhance those relationships are ad hoc and tactical in nature because key data lives and dies inside departmental silos, creating blind spots and inefficiencies. From marketing and business development to...
Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm
As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in...
Connecting People: Collaboration as a Business Imperative
The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. In this session, a panel of...
Integrating Processes: Modernizing Lateral Onboarding
What if you could manage your lateral partner onboarding lifecycle — from recruiting to conflicts review to intake — in a collaborative, automated environment? What if the result were vastly improved speed and efficiency of conflicts clearance, partner review, and client and matter...
Innovating Your People, Process, and Data to Meet Your Clients’ Needs
To become a truly connected firm that makes data-driven decisions, you need to connect your people, process, and data, and ensure that your technology supports every stage of the client lifecycle. In this session, you’ll learn how Intapp innovation powers the connected firm for the...
Integrating Processes: Engineering the Modern Firm
In this session, several of the professional services industry’s most forward-thinking strategy and transformation chiefs will share how the modern firm can operate when unconstrained by limiting technology. You’ll learn how solutions purpose-built for the nuances of...
Purpose-Built Innovations for Data-Driven Outcomes
In an increasingly competitive market, leading accounting and consulting firms rely on Intapp solutions to help maximize their technology investments in order to operate more efficiently and meet and exceed client expectations. Join this session to learn how new Intapp technology powers...
Offense and Defense: How Finance Firms Build, Maintain, and Protect Data Ecosystems
Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high...
Innovation, Intelligence, and Insights That Power Today’s Connected Firms
Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing,...
Apprenticeship, Burnout, and Collaboration: The ABCs of People-First Capital Markets Firms
Preserving apprenticeship models, hiring top talent, and retaining happy professionals have certainly been a challenge for most capital markets firms during the last year. Firms of all shapes and sizes are now looking for better ways to improve collaboration, increase productivity,...
Workflows and Status Quos: Creating Best-in-Class Firmwide Processes in Financial Services
As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing...
2021 Risk Management Survey
Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.
Guidelines, Terms, and Client Compliance: From Budgeting to Billing, Risk to Revenue
As firms increasingly report compliance as the leading culprit of revenue and profit erosion, strategic workflows and purpose-built solutions have become more important than ever. In this session, we’ll deliver an insightful discussion around compliance as it relates...
Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration
This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.
Total Time Visibility: Delivering Improved Analytics and Visibility to Lawyers and Finance
Join us as we reintroduce Intapp Time, part of the Intapp OnePlace connected firm management solution. In this session, we’ll deliver an insightful discussion of the chance for firms to embrace and access total time visibility using Intapp Time.
New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud
Facing limited vendor support for products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements. The Baker Botts team chose InOutsource to implement Intapp Intake...
New Business Automation Lays the Foundation for the Data-Driven Firm
As Shearman & Sterling was transitioning from a decentralized conflicts clearance model to a more centralized one, Intapp certified implementation partner InOutsource worked with the firm to migrate its new business intake (NBI) system to Intapp Intake. The implementation also...
Automating Audit Letter Responses with Intapp
Responding to audit letters is a professional requirement for every law firm. When clients get audited, the auditor confers with the client’s attorneys for feedback on loss contingencies, including any pending litigation, claims and assessments which might impact the auditor’s...
Freeborn & Peters on Moving to the Intapp Cloud with Aurora North
Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow. Robert Funk, financial systems manager at Freeborn, shares his experience...
KPMG Corporate Finance in the U.K.
As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...
Automation of Risk and Third-Party Data
During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy...