• Resources

    Practical insights for professional services firms

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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 Intapp 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. Please join...

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Legal
Webinar

CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape

Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by...

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Legal
Webinar

#EpicCRMFails Series, Part 1: Epic Fails - and How to Avoid Them

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges...

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Legal
Webinar

CRM Success Series, Part 1: Defining Value and Acing Implementation

Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that...

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Legal
Webinar

Going Deep on Law Firm Profitability

The subject of law firm profitability has become popular recently – and for good reason. With real business forces impacting firms, lawyers can no longer avoid the subject. Most of the programs out there have taken a decidedly limited look at the subject, given that most in the industry...

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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

No one knows what the next normal will look like, yet it’s imperative that business-of-law professionals exert their substantial influence onto what it should look like. Our industry finds itself in an in-between space, in a time that has shown us that our old ways of working can —...

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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. Business development and marketing teams are being increasingly tasked with...

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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)

While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its...

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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

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.