• Resources

    Practical insights for professional
    services firms

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Legal
Webinar

Intapp Time virtual Community of Success (User Group) meeting

Intapp Time virtual Community of Success (User Group) meeting

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Webinar

CRM Success Series, Part 2: Encouraging Adoption and User Success

Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success.

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Accounting
Webinar

Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond

Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including...

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Legal
Webinar

Managing Enterprise Risk in a Connected Firm

Living in a complex, fast-paced, and rapidly shifting world has elevated firms’ pressures and tested their business resilience. Although enterprise risk management approaches can mitigate these pressures, practical challenges to execution remain. In this webinar, we’ll explore the...

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Legal
Webinar

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
Webinar

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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Legal
Webinar

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
Webinar

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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Legal, Professional Services
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

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, Professional Services
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

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
Webinar

A Paradigm Shift in Business Development

The evolution of business development at law firms has taken the forefront as firms virtualize and engage with clients in new and different ways. It is now more important than ever that law firms hone in on business development practices to connect the firm and enable growth.