How Intapp Walls and Microsoft Teams Integration Enhances Firm Security and Client Confidentiality
May 19, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. BST
More than a year ago, the world shifted overnight to a work–from–home environment, creating the need for enhanced collaboration within firms. Many firms responded by deploying Microsoft Teams, but although this approach provided a way for employees and clients to stay connected, it can also lead to vulnerabilities related to client data and confidentiality.
User Community Event: OnePlace Risk & Compliance for Legal
May 25, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. BST
Join this Intapp user community event to connect with your peers and learn from others who also leverage OnePlace Risk & Compliance for business acceptance.
In this meeting, you’ll have the opportunity to build your knowledge:
- Share best practices with your peers and the Intapp Customer Success team
- Learn tips and tricks that are helping firms get the most out of Intapp Conflicts
- Hear about the latest features and functionality offered in OnePlace Risk & Compliance business acceptance solution
Client Community Event: OnePlace Client Development
May 26, 2021 | 9 - 10 a.m. PT / 12 - 1 p.m. ET / 5 - 6 p.m. BST
Join us for the relaunch of the Intapp community for OnePlace client development. At this event, you’ll connect with your peers and learn alongside others who leverage the OnePlaceclient development solution.
Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships
June 3, 2021 | 9 - 10 a.m. PT / 12 - 1 p.m. ET / 5 - 6 p.m. BST
Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.
Your Client, Your Reputation: Protecting your company’s values
June 3, 2021 | 12 - 1 p.m. PT / 3 - 4 p.m. ET / 8 - 9 p.m. BST
Risk is ever evolving. Today’s firm has far more elements to consider when assessing risk than at any other point in the history of business acceptance. One risk that is getting serious consideration is client risk — the reputational risk of taking on clients with misaligned interests. Never before has consideration of the client’s business model, reputation, history and culture factored as such an integral part of the equation. Not thoroughly assessing potential conflicts of interest or client values can have a long-term impact on your business.