• Resources

    Practical insights for professional services firms

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Legal
Webinar

Automation of Risk and Third-Party Data

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy...

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Accounting, Consulting

Transforming Microsoft Teams for Client-Centric Collaboration

Although Microsoft Teams has empowered professional services firms to stay connected and collaborate on engagements throughout the pandemic, its out-of-the-box capabilities ultimately presented challenges to the unique, engagement-centered ways accountants, advisors, and consultants...

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Legal
Webinar

#EpicCRMFails Webinar Series Part 3: CRM Adoption Fails – and How to Avoid Them

Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame...

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Legal
Case study

Brachers Law Firm Chooses Intapp Collaboration & Content for Efficient, Integrated Matter Management

When Brachers wanted to provide its lawyers with a more agile and efficient way of handling matter management, the law firm looked to Intapp Collaboration & Content for a flexible integration between systems and a clearer line of sight across client matters at any point in time.

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Legal

Win More Business: Produce Data-Driven Insights by Tapping Into Your Firm’s Greatest Assets

Your firm’s CRM and EXP systems contain a wealth of data gathered over time — data that can inform valuable yet often unexplored opportunities to differentiate your capabilities and demonstrate to prospects that you’re the undeniably correct choice.

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Legal
Case study

Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using Intapp Collaboration & Content

When Conexus Law wanted to run legal-specific matter management natively within Microsoft 365, firm leaders chose Intapp Collaboration & Content to enable consistent, transparent, and integrated worldwide service.

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Legal
Webinar

Intapp Product Briefing: Microsoft SharePoint as Your Legal DMS

In this session, you’ll learn how Intapp Documents brings matter-centric document and email management to the powerful Microsoft 365 platform. Through discussion, client testimonials, live demonstration, and interactive Q&A, the Intapp Collaboration & Content team will showcase...

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Legal
White paper

Best Practices for Matter-Centric Collaboration in Microsoft Teams for Legal Professionals

Law firms need secure and compliant workspaces when using Microsoft Teams. Read our brief to learn about best practices that ensure your firm is using Microsoft Teams safely and securely to its maximum advantage.

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Legal
Demo

Manage Client Requirements and Compliance with Intapp Terms

Client guidelines are more complex and demanding than ever, and failing to comply can put your client relationships, reputation, and bottom line in jeopardy. Yet many firms lack visibility into client terms and are unable to enforce agreements which can impact relationships and...

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Legal
Case study

South African Law Firm Adams & Adams Improves Firmwide Agility with Intapp Collaboration & Content

When Adams & Adams needed a solution for better email and matter management, firm leaders chose Intapp Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

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Accounting, Consulting
Brochure

Intapp Collaboration & Content Brochure

Intapp Collaboration & Content Brochure

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Legal
Webinar

Intapp Workspaces Product Briefing: Control Privacy and Manage Governance within Microsoft Teams

The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms. Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also...

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Legal
Webinar

DealCloud Solution Overview: Partners and Professionals Are Like Pilots

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way.  Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work...

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Case study

Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition

A leading accounting firm deploys Intapp Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

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Legal
Webinar

18th International Conference on Artificial Intelligence and Law 2021 - International Workshop on AI for Understanding the Legal Business

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial...

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Legal
Webinar

Streamlining AML and CDD Management

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes,...

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Legal
Webinar

Cloud Transformation as a Driver of Firm Value and Growth: Two Key Considerations

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics...

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Legal
Point of view

The Legal CMO's Guide to Key-Client Programs

In 2021, the legal industry faces an array of global uncertainties upending traditional marketing and business development planning and budgeting activities. The situation at hand requires a measured and nuanced approach focused on investments that will deliver reliable results — like...

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Legal
Webinar

CRM Transformation Series, Part 4: Firm CRM Adoption

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving...

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Accounting, Consulting
Webinar

Intapp Technical Briefing for Accounting and Consulting Leaders: Repstor/Intapp Collaboration & Content

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook...

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Legal
Case study

Nelson Mullins Centralizes Matter Management and Content Organization in Microsoft Teams

Major U.S. law firm Nelson Mullins deploys Intapp Workspaces to deliver matter centricity, privacy control, and governance as Microsoft Teams becomes the firm’s default work environment.