A Paradigm Shift in Business Development
Oct. 6, 2020 | 9 - 10 AM PDT
LMA Annual Conference
Oct. 19 – 22, 2020
Join Intapp at the Legal Marketing Association Annual Virtual Conference where 1500 legal marketing and business development professionals have the opportunity to connect with peers from around the globe, tackle their most pressing challenges, and explore new products and services.
DealCloud Innovation
Oct. 27, 2020 | 10 - 11 AM PDT
In this session, DealCloud General Manager Lokesh Seth will present the company’s vision for the future, as well as the key themes driving the product roadmap. Seth will provide a walkthrough of this year’s enhancements to the DealCloud platform and the rationale behind them. This session will also explore the ways in which modern dealmaking is changing, and how technological innovation and digitalization will shape the industry’s winners and losers in the years to come.
Powering the Connected Firm with Intapp Innovation
Oct. 27, 2020 | 10 - 11 AM PDT
The client-engagement lifecycle is an interconnected organism; client development, business acceptance, and engagement execution are all part of the same flow. In this session, you’ll learn how Intapp innovation powers the connected firm, including:
- AI and automation within Intapp Conflicts and Intapp Terms yields valuable insights for marketing and business development professionals.
- Next-generation relationships intelligence mines your information to unlock the latent potential of the people network within your firm.
- Validation of client terms directly during time entry, in real time and, in turn, informs pricing and experience management.
- New ways Intapp products and solutions are closing the loop between data, insights, and action.
Technology Innovations for Professional Services Firms
Oct. 27, 2020 | 10 - 11 AM PDT
In an increasingly competitive market, you need software that not only gets the job done but also creates a business advantage. With more than 20 years’ experience cultivating deep expertise professional service, Intapp offers a suite of purpose-built solutions designed for the unique needs of firms like yours. Join our product leadership team to learn about our latest developments:
- Intapp Integration Service creates seamless interoperability between all your firm’s software and applications on one single platform.
- Intapp Global Independence streamlines acceptance, continuance, and conflicts resolution with process automation, integrated third-party data, and AI capabilities to streamline decisionmaking.
- Intapp Time offers zero-entry capture technology, multidevice and mobility support, and monitoring capabilities that help teams more easily manage to client budgets.
Intapp Virtual Connect
Oct. 27 – 29, 2020
Connect your firm. Accelerate your success. Join industry leaders and peers for an inspirational keynote speaker, though-provoking sessions, and informative discussions surrounding fostering growth and profitability, mitigating risk, and assuring client success.
Creating a Culture of Transparency
Oct. 28, 2020 | 8 - 9 AM PDT
Whether your firm’s culture leans toward intelligence sharing or if most folks keep their information close to the chest, a centralized deal and relationship management platform like DealCloud will inherently change the transparency paradigm. As firms adjust to the new normal, a single source of truth is no longer just a nice-to-have item, but a necessity. In this session, we’ll take a closer look at real-life positive outcomes that result from firmwide transparency. We will also jump into the DealCloud platform to showcase the rationale behind features like Permissions and User Groups, and learn how leveraging them expertly can keep data organized and, where appropriate, confidential.
Mastering the Art of the Win-Win-Win Engagement
Oct. 28, 2020 | 8 - 9 AM PDT
In today’s environment, clients expect plans and budgets that accommodate their evolving needs. At the same time, firms must empower lawyers to deliver great outcomes for their clients and profitable outcomes for the firm. Equipping lawyers with sleek timekeeping tools is no longer enough; time data — along with AI-powered pricing, experience management, and compliance solutions — is the key to more strategic and profitable decisions across the entire client engagement lifecycle. In this session, Chris Kraft, General Manager of Finance Solutions at Intapp, will explore a new framework for profitable delivery; you’ll also hear from OnePlace Operations & Finance clients who have leveraged advanced technology to master engagements that benefit all parties.
Awareness is the New Currency
Oct. 28, 2020 | 9:15 - 10:15 AM PDT
What does it take for a new firm or deal professional to get on your radar? How is your firm getting noticed by key market participants? In the current market climate and the ongoing global pandemic, staying top of mind is harder than ever, but awareness has never had a bigger impact on deal flow, your personal and firm’ reputation, fundraising efforts, and other areas of business. In this session, we‘ll hear insights on generating and maintaining awareness from those who do it best. After all, no matter how sophisticated your business development initiatives are, there will always going to be new ways to make a splash in the market.
Connected Client Experiences: The New Imperative
Oct. 28, 2020 | 9:15 - 10:15 AM PDT
As firms strive to stand out and stay relevant in a crowded virtual world, one thing is clear: your clients’ total experience with your firm matters now more than ever. From strategy through origination and execution, creating and sustaining a connected client experience is a must. Find out how modern marketing and business development teams are using holistic client lifecycle management techniques and technologies to build stronger relationships, drive profitable revenue growth, and create enduring brands in a changing market.
Don’t Let Your Time — and Revenue — Slip Away
Oct. 28, 2020 | 8 - 9 AM PDT
The transition to virtual work caused an unprecedented shift within professional services firms, and raised new questions about how to manage teams remotely. On top of this, clients’ financial uncertainty — and the subsequent cash collection pressures — prompted many firms to think differently about billing and realization, and work harder create better outcomes for both the firm and its clients. Although many firms froze spending on technology projects, others realized that strategic investments could position them to not only weather the storm but emerge with a strong competitive advantage. Join this session to learn a robust timekeeping solution is 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 revenue.
Strengthen Your Decisionmaking with Third-Party Data and AI
Oct. 28, 2020 | 9:15 - 10:15 PM PDT
Rigorous risk management is an enterprise wide effort for professional services firms, and it all starts with the new client acceptance process. With so much riding on sound decisionmaking at the point of acceptance, it’s critical that firms construct processes that ensure the highest levels of data accuracy while also prioritizing speed. Take a deep dive into two important considerations in modern risk management for professional services firms: Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process, and enable analysts to spend more time on high-priority and complex tasks while streamlining the rest.
Context is Everything: Why Your Firm‘s Proprietary Data Grows More Powerful Over Time
Oct. 29, 2020 | 8 - 9 AM PDT
If everyone at your firm leverages the same centralized platform for daily deal and relationship management, your firm is building mountains of intellectual capital. In this session, we’ll dive deep into the DealCloud reporting and data-analysis capabilities that help firms take better advantage of their proprietary data. You’ll learn how to set up relationship scores, notifications, and reports based on cumulative, firmwide insights to help you save time and make better-informed decisions for every transaction.
Client Commitments: Obligation or Opportunity?
Oct. 29, 2020 | 8 - 9 AM PDT
In today’s client-empowered era, outside counsel guidelines and other client requirements are more prevalent and more complex than ever before. But with the proper oversight, there’s an opportunity to drive a competitive advantage from OCGs. In today’s leading firms, client terms have become the new cornerstone of the connected firm; providing visibility into those commitments and ensuring compliance can improve your client relationships, separate your firm from the competition, and lead a deeper share of clients’ legal spend. Moderated by Nigel Riley, General Manager of Risk Solutions at Intapp, this session will explore the opportunity that exists with holistic terms management and introduce you to OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.
Inside DealCloud: Best Practices for Next-Gen Capital Markets Firms
Oct. 29, 2020 | 9:15 - 10:15 AM PDT
In 2020 and beyond, savvy capital markets professionals must recognize the many ways that internal technology can be leveraged as a catalyst for growth. In this session, we’ll speak with top private equity technologists about the benefits of connecting the dots within your firm‘s technology ecosystem.
Key Strategies for Putting Your Tech Investment to Work
Oct. 29, 2020 | 9:15 - 10:15 AM PDT
Law firm management is eager to embrace transformational technologies that can power their business strategies. The benefits that technology promises — improved client experience, increased effectiveness and efficiency of professionals, stronger growth and profitability — are tantalizing, but the potential remains completely untapped if firms don’t appropriately consider lawyer and end-user adoption. “If you buy it, they will come” is a fallacy. Instead, it’s essential to create a concerted effort to redesign underlying business processes, address data issues and have a tailored adoption plan that takes into consideration the end user’s role and key business objectives. This session will bring together clients who share their best tips and tricks, successes and failures, and best-laid plans for making technology investments that truly support their lawyers achieving great things.
Create Speed and Agility in a Volatile Environment
Oct. 29, 2020 | 8 - 9 AM PDT
How you conduct new business acceptance, continuance, and conflicts clearance significantly impacts not only your firm’s reputational and regulatory risk, but also its overall financial health and its book of business. Although assessing a prospect’s strategic fit and its subsequent onboarding are business-critical processes, they’re subject to oversight and error. Learn how simplifying processes can help safeguard your firm by ensuring accurate corporate client data, leveraging continuous risk monitoring, and streamlining regulatory audits response; lower firm costs by reducing the time it takes to confidently begin client work and eliminating the need to maintain outdated systems; and drive profitability by enabling informed and strategic decisions to create the most value for the firm and the best outcomes for the client.
What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm
Oct. 29, 2020 | 9:15 - 10:15 AM PDT
During the past two decades, the professional services business has evolved in countless ways; it continues to transform more quickly than firms can keep pace. As millennials become the largest cohort in the workforce and macroenvironmental factors demand new ways of working, the question of “what’s next?” looms large. Join an esteemed panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.
