• Resources

    Practical insights for professional
    services firms

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Accounting, Capital Markets
Webinar

Intapp Flow Client Care Program Demo Series

To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.

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Legal
Webinar

Leveraging Business-Value Forecasting

This session will explore our new reality and demonstrate how firms can confidently deploy their new forecasting skills to illuminate insights and leverage long-term advantage.

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Legal
Webinar

Resilience and the Connected Firm

In this webinar, Intapp’s Sanjeev Gandhi and Jennifer Roberts as well as KPMG’s Sebastian Hartmann will discuss the resilience of a connected firm and what it means in the new normal post-COVID market.

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Legal
Webinar

Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)

From the top down, law firm leaders are under increased pressure to deploy strategies to drive growth. To succeed, firms need a deep understanding of clients and the ability to anticipate shifts in demand.

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Legal
Webinar

Legal CRM: Practical tips for aligning with client needs to drive growth (Part 2)

Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

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Legal
Webinar

Legal CRM: Practical changes that have a big impact on business performance (Part 3)

Watch part 3 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.

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Legal
Webinar

Legal CRM: Bringing your technology stack together to improve business performance (Part 4)

Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

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Legal
Webinar

Virtual event: Briefing Frontiers 2020: Closer to clients with Intapp

Briefing Frontiers: Closer to clients took place as a virtual event on 21 May 2020. The virtual event explored how firms can better align themselves to client needs, and foster stronger relationships

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Legal
Webinar

Laying the Foundation for a Strong and Effective Pricing Framework

Join Intapp and Legal Success Consulting for this on-demand webinar, which covers key considerations for laying the foundation for an innovative pricing framework built to evolve with the needs of your business.

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Legal
Webinar

Intapp Terms Community of Success Hour

Watch this session with Intapp Terms product experts Makaylia Roberts Binkley, AJ Ratnaparkhi, and James Edwards as they discuss how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

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Legal
Webinar

Road to Recovery: Techniques & Technology to Transform Business Development

The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - IT and Innovation Session

Join Jose Lazares, Vice President of Products and Innovation for his perspectives on building a connected firm with next-generation cloud platform services and open APIs; listen to a fireside chat with one of your peers; and, see the latest Intapp The Intapp Platform integration and...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Risk & Compliance Session

Join John Sharkey, VP, Risk Practice for his perspectives on how Risk teams are adapting strategies and tactics during this current time; listen to a chat with one of your peers; and, see the latest functionality in Intapp OnePlace Risk & Compliance that can help now and in the...

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Accounting
Webinar

Leveraging New Technologies in Risk Management to Deliver Client Success

Watch now to discover how accounting firms can leverage new technologies to optimize risk management and deliver client success.

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Operations & Finance Session

Join Chris Kraft, General Manager, Operations and Finance for his perspectives on how operations, finance and pricing teams are adapting during this current time; listen to a fireside chat with one of your peers; and, see the latest functionality in Intapp OnePlace Operations &...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Marketing & Business Development Session

Watch Lavinia Calvert, General Manager of Intapp’s Marketing and Business Development Business, for her perspectives on how firm marketing and business development teams are adapting their strategies and tactics during this current time; and learn how OnePlace Marketing & Business...

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Accounting, Capital Markets
Webinar

Bringing speed and agility to lawyers and timekeepers in a virtual world

Watch the on-demand webinar where Intapp experts discuss how current conditions are affecting the OnePlace Operations & Finance community and the resulting landscape shifts for lawyers. We also offer tips on streamlining time tracking and submission to support a virtual workforce.

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Legal
Webinar

Identifying strategies to thrive amidst uncertainty

All firms want to grow, but it’s difficult to do so in an uncertain environment. Leading firms know there’s little margin for error and conduct a thorough examination of what’s effective and not in driving growth. Learn from some of the brightest minds on how they prepared their...

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Legal
Webinar

Intapp Conflicts Community of Success Hour

Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Justin Mitchell to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

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Legal
Webinar

Third party content: a critical component of holistic business acceptance

Professional services firms around the world are facing unprecedented challenges in the light of uncertainty facing clients in every geography and sector. However, firms are using this moment in time to establish safeguards in order to be aware of changing risk profiles and to be able to...

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Legal
Webinar

Extraordinary circumstances require exceptional relationships to thrive

No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals...