Practical insights for professional
Unleashing the Power of Your Data to Drive More Profitable Business
Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill...
Risk Staffing Survey: Trends Helped Strong Pandemic Response
Read experts’ reflections on key findings from the recent Intapp Risk Staffing Survey to help inform your strategies in the new normal. Research shows that the professionalization of risk teams and firms’ support for distributed staff helped risk services continue without interruption...
Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution
Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.
#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see...
CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your...
Succeeding as a Connected Firm in 2021 and Beyond
As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that...
In the Strategy Sphere podcast, co-hosts Lavinia Calvert and Deborah Farone welcome innovative and influential thinkers to discuss topics at the intersection of strategy, technology, leadership, and culture in professional services.
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.
Community of Success - OnePlace for IT Autumn 2020
Join our Autumn 2020 Community of Success event to get up to speed on the recently released functionality of Intapp Workflow Automation. Functionality built to help you develop quicker and better support your business processes. We’ll also review the new Approval Rules module which...
Accelerating digital transformation by embedding a digital culture
What does it mean to have a digital culture and why is it important? How can embedding a digital culture across your organization successfully drive digital transformation?
Better Timekeeping Boosts Revenue for Accounting Firms
Technology-based timekeeping helps professional services firms improve their top and bottom lines, immediately and in the post-pandemic world.
Managing OCGs and Client Commitments with Intapp Terms
Come learn how your firm can more easily manage OCGs and client commitments using the power of Intapp Terms. Our experts will demo the product, with a special emphasis on new features including review workflow, enhanced search capabilities and comparison features, and a host of other...
FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes
We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.
Intapp Terms Review and Approval Workflow
The management of commitments made to clients — via standard engagement letters, outside counsel guidelines, billing guidelines, etc. — is one of the key areas of law firm risk management. One of the most important aspects of managing these commitments is to ensure that they are...
Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time
Managing law firm OCGs has become a permanent administrative function, and it’s essential that firm lawyers and staff understand — and comply with — their obligations. Success requires the collaboration of subject matter experts from a broad range of disciplines, centralized...
Intapp Time virtual Community of Success (User Group) meeting
Intapp Time virtual Community of Success (User Group) meeting
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.
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...
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...
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...
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...