• Resources

    Practical insights for professional
    services organizations

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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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Connecting the Dots and Data to Capture New Business

Intapp and The Legal Sales and Service Organization (LSSO) recently surveyed marketing and business development executives at midsize and large law firms to determine how they are approaching business development and “sales.” The results were illuminating: 90% of those surveyed...

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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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Accounting, Capital Markets

Opening Keynote: Connecting Your Firm to Win in the Next Normal

John Hall, Intapp CEO, and Thad Jampol, Intapp co-founder and Chief Product Officer, share how to accelerate your success by unleashing your collective knowledge and supercharging your people. Fast Company Editor-in-Chief Stephanie Mehta addresses the underlying question of how a “next...

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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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Accounting, Consulting

Create Speed and Agility in a Volatile Environment

Learn how simplifying processes can help safeguard your firm, lower firm costs, and drive profitability by enabling informed and strategic decisions to create the most value for your firm and the best outcomes for your clients​.

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Legal, Professional Services

Key Strategies for Putting Your Tech Investment to Work

Hear from representatives of leading firms sharing their tips and tricks, successes and failures, and best-laid plans for making technology investments that truly support lawyers achieving great things.

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Accounting, Consulting

Strengthen Your Decision-Making with Third-Party Data and AI

Take a deep dive into two important considerations in modern risk management for professional services firms: ​Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process.

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Legal, Professional Services

Connected Client Experiences: The New Imperative

Find out how modern marketing and business development teams use holistic client lifecycle management techniques and technologies to build stronger relationships, drive profitable revenue growth, and create enduring brands in a changing market.

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Legal

Getting Started with Key-Client Planning

Key-client plans build the foundation for a better client experience by creating a tailored approach to strategy, origination, and execution of engagements. With the right technology in place, marketing teams can rapidly access client data that allows their firms and lawyers to stay ahead...

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Legal, Professional Services

Featured Session: The Era of the Connected Firm

Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry. 

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Accounting, Consulting

Technology Innovations for Professional Services Firms

Join Intapp product team leaders to learn how our latest developments help you generate seamless interoperability between all your firm’s software and applications​; streamline acceptance, continuance, and conflicts resolution; and help your teams more easily manage to client...

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Legal, Professional Services

Powering the Connected Firm with Intapp Innovation

Learn how innovation powers the connected firm to provide valuable insights, unlock the latent potential of your people network, inform pricing and experience management, and close the loop between data, insights, and action.

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Accounting, Consulting

Featured Session: The Era of the Connected Firm

Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry. 

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Accounting, Consulting

Don’t Let Your Time — and Revenue — Slip Away

Learn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential...

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Legal, Professional Services

Mastering the Art of the Win-Win-Win Engagement

Explore a new framework for profitable delivery, and hear from OnePlace Operations & Finance clients who have leveraged advanced technology to structure engagements that mutually benefit all parties.

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Legal

Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM

Leading global law firm Baker McKenzie wanted to provide its lawyers and partners with access to global key-client information. Using Intapp CRM, the firm’s own client command center — Baker Client Intelligence — was born.

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Capital Markets, Financial Services

DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions

When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.


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