• Becoming the Firm of Tomorrow Today

    In today’s dramatically transformed business environment, firms face accelerating pressure to remain agile and successful. At Intapp, we believe that firms that connect their people and data with digital processes will win the future. And at Intapp Connect21, we’ll explore how your firm can meet this moment with innovation and technology that enable better outcomes.

Innovating Your People, Process, and Data to Meet Your Clients’ Needs

Nov. 18, 2021 | 9–9:45 a.m. PT/12–12:45 p.m. ET/5–5:45 p.m. GMT

A McKinsey & Company study revealed that data-driven organizations are 23 times more likely to acquire customers, 6 times as likely to retain customers, and 19 times as likely to be profitable as a result. To become a truly connected firm that makes data-driven decisions, you need to connect your people, process, and data, and ensure that your...

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Harnessing the Power of Client Data: Going Beyond the Traditional Risk Paradigm

Nov. 18, 2021 | 8–8:45 a.m. PT/11–11:45 a.m. ET/4–4:45 p.m. GMT

For too long, professional services firms’ data has lived and died in departmental siloes, creating blind spots and inefficiencies, and often introducing risk. Today, the risk paradigm is evolving, and the most innovative firms are recognizing the strategic role risk teams and client onboarding data can play across the firm.

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Purpose-Built Innovations for Data-Driven Outcomes

Nov. 18, 2021 | 9–9:45 a.m. PT/12–12:45 p.m. ET/5–5:45 p.m. GMT

In an increasingly competitive market, leading accounting and consulting firms rely on Intapp solutions to help maximize their technology investments in order to operate more efficiently and meet and exceed client expectations. With more than 20 years’ experience cultivating deep expertise in professional services, Intapp offers a suite of...

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Offense & Defense: How Data Ecosystems Are Being Built, Maintained, and Protected by Firms in Finance

Nov. 18, 2021 | 8–8:45 a.m. PT/11–11:45 a.m. ET/4–4:45 p.m. GMT

Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high data-cleanliness standards, and automating the capture of...

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The Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Nov. 18, 2021 | 9–9:45 a.m. PT/12–12:45 p.m. ET/5–5:45 p.m. GMT

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Dealmakers want better ways to stay connected and tighten up their approaches to sourcing, origination, and relationship management. 

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Breaking Silos: Harnessing the Power of Client Data for Key Client Account Programs

Nov. 18, 2021 | 8–8:45 a.m. PT/11–11:45 a.m. ET/4–4:45 p.m. GMT

As law firms provide expert counsel to their clients, they need every nugget of information — regarding the client, the matter, and the firm’s experience — at their fingertips. But it hasn’t been easy to leverage this knowledge and information from a single authoritative source, manage access to sensitive...

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Connecting People: Collaboration as a Business Imperative

Nov. 17, 2021 | 9:30–10:15 a.m. PT/12:30–1:15 p.m. ET/5:30–6:15 p.m. GMT

The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. This means not only reimagining how people collaborate but...

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Integrating Processes: Engineering the Modern Firm

Nov. 17, 2021 | 10:30–11:15 a.m. PT/1:30–2:15 p.m. ET/6:30–7:15 p.m. GMT

What if all of your firm’s core systems seamlessly exchanged data, and your teams worked easily together without manual, error-prone processes? What if your timekeeping system generated deep insights into resource utilization and project profitability to help you staff client projects most efficiently and cost effectively? What if your...

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Intapp Connect21

Nov. 17 – 18, 2021

In today’s dramatically transformed business environment, firms face accelerating pressure to remain agile and successful. At Intapp, we believe that firms that connect their people and data with digital processes will win the future. And at Intapp Connect21, we’ll explore how your firm can meet this moment with innovation and technology that...

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Apprenticeship, Burnout & Collaboration: The ABC’s of People-First Capital Markets Firms

Nov. 17, 2021 | 9:30–10:15 a.m. PT/12:30–1:15 p.m. ET/5:30–6:15 p.m. GMT

Preserving apprenticeship models, hiring top talent, and retaining happy professionals have certainly been a challenge for most capital markets firms during the last year. Firms of all shapes and sizes are now looking for better ways to improve collaboration, increase productivity, maintain a positive reputation, boost morale, avoid employee...

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Workflows & Status Quos: Creating Best-in-Class Processes Firm-Wide in Financial Services

Nov. 17, 2021 | 10:30–11:15 a.m. PT/1:30–2:15 p.m. ET/6:30–7:15 p.m. GMT

As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing administrative burden, or automating repetitive processes, firm...

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Connecting People: Enabling Collaboration to Support the Client Engagement Lifecycle

Nov. 17, 2021 | 9:30–10:15 a.m. PT/12:30–1:15 p.m. ET/5:30–6:15 p.m. GMT

The legal industry has long been known for grueling hours, pressure to generate business, and constant billing demands. To promote positive work environments, reduce stress, and improve profitability, law firm leaders have shifted focus toward increasing information accessibility, reducing administrative burden, improving the pathway to...

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Integrating Processes: Modernizing Lateral Onboarding

Nov. 17, 2021 | 10:30–11:15 a.m. PT/1:30–2:15 p.m. ET/6:30–7:15 p.m. GMT

As law firms navigate complex digital transformation processes, leaders struggle to balance the needs of clients with the needs of lawyers and staff. The most profitable firms are the ones implementing tools and processes that deliver exceptional client service. In this session, a panel of firm leaders discuss how they’re...

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Webinar

Total Time Visibility:​ Delivering Improved Analytics and Visibility to Lawyers and Finance

Oct. 21, 2021 | 11 a.m.–12 p.m. PT/2–3 p.m. ET/7–8 p.m. BST

Join us as we reintroduce Intapp Time, part of the Intapp OnePlace connected firm management solution. In this session, we’ll deliver an insightful discussion of the chance for firms to embrace and access total time visibility using Intapp Time.

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Transforming Microsoft Teams for Client-Centric Collaboration

Sep. 30, 2021 | 8–9 a.m. PT/11 a.m.–12 p.m. ET/4–5 p.m. BST

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 work.

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Webinar

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

Sep. 29, 2021 | 9:30–10:30 a.m. PT/12:30–1:30 p.m. ET/5:30–6:30 p.m. BST

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 — these obstacles. You’ll benefit from their learning...

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