Practical insights for professional services firms

The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...

Learn how your firm can thoroughly evaluate new business, quickly onboard clients, and monitor relationships effectively leverage Intapp Risk & Compliance solutions.

RFP Response Kit

Intapp DealCloud uses AI to help firms leverage their collective knowledge, improve win rates, and better connect their people, processes, and data. Now, users can leverage the depth and breadth of their firm’s collective intelligence to quickly and easily produce smart,...

Learn about DealCloud built-in e-marketing capabilities and understand how users can create and deploy one–off mailings. Learn how users can build automated drip campaigns to streamline ongoing engagement with your firm contacts.

Please join us for a discussion on how the partnership between Intapp and QorusDocs accelerates proposal management for the legal industry. By leveraging the combined power of DealCloud and QorusDocs, firms combine the centralization of critical data spanning expertise, clients, and...

One of the many ever-increasing challenges firms currently face is ensuring proper due diligence while managing their risk assessment processes. Firms are constantly seeking out new ways to address this issue and implement best practices for conducting necessary checks throughout the...

Discover the seven steps to successful digital transformation and learn how Intapp Collaboration & Content can help your professional services firm boost collaboration, simplify document management, and preserve data security.

At Intapp, nothing makes us happier than learning from our clients; when we engage the collective know-how of the Intapp community, we all benefit from the insights, successes, and struggles shared, examined, and solved. During Intapp Connect21, industry leaders gathered to discuss the...

The COVID-19 pandemic made 2020 a very challenging year, as law firms were forced to quickly pivot from an in-office environment to a remote work model. Our newly released edition of the Intapp Risk Staffing Survey builds on our earlier surveys, and investigates the true impact of the...

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge. During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its...

After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that they required industry-specific technology.

Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.

Law firms seek out promising lateral candidates to support their strategic imperatives and drive business growth. A seamless, secure, and efficient onboarding process simplifies lateral hiring and helps protect the firm’s existing clients and matters from potential conflicts associated...

It’s difficult to strike right balance between control and user empowerment in your Microsoft Teams deployment. Join us to learn the keys to securing your Microsoft Teams environment using Intapp Walls and Intapp Workspaces to establish the right structure, control, security, and...

Executive Summary At Intapp Connect21, industry leaders gathered to discuss the evolving professional services landscape and the ways technology can support both their professionals and […]

This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the Intapp Collaboration & Content suite — is made for the next generation of work. Team members need to be able to...

Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment...

Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.

During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better...