Intapp event hub

Upcoming events

Showing 15 results
September 15 - 16, 2026

Alternative Legal IT 2026

Conference

Alternative Legal IT is the must-attend forum for CIOs, CTOs, and IT directors from mid-tier UK law firms — a focused, invitation-only event designed for the technology leaders shaping how modern legal practices operate. Taking place at Wyboston Lakes Resort, Bedfordshire, the programme combines peer-led discussion with practical insight on the issues that matter most to legal IT. Intapp is a sponsor of Alternative Legal IT 2026. Visit our stand to see how Intapp Celeste is helping law firms connect their people, knowledge, and client relationships — and build the operational foundation for a more efficient, competitive firm.

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September 15 - 16, 2026

9th Private Equity Europe Forum: Fundraising, Deals & Value Creation

Conference

Intapp is proud to sponsor the Private Equity Europe Forum, taking place September 15–16, 2026, in London. This education-focused event brings together leading investors, fund managers, and advisors to explore the issues shaping European private capital, from fundraising trends and secondaries to UK market dynamics and the impact of Firm AI on how firms operate. Stop by the Intapp booth to meet our experts, see the platform in action, or schedule a demo.

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Thursday, September 17, 2026

Best Firms to Work For 2026

Conference

Intapp is proud to be a supporting partner of Consulting Magazine’s Best Firms to Work For, an annual awards program recognizing the professional services organizations where consultants do their best work.

Honorees are selected based on confidential survey responses from each firm’s own billable consultants, evaluating six dimensions of employee satisfaction: culture, career development, work-life balance, client engagement, compensation and benefits, and firm leadership.

At the awards dinner, official rankings will be revealed for 44 honoree firms across four size categories: boutique, small, midsize, and large.

This year’s theme, “AI and Workforce,” explores one of the profession’s most pressing questions: How are firms evolving their culture, talent strategies, and operating models as AI reshapes the future of consulting?

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Thursday, September 17, 2026

LegalTech Workshop 10

Conference

Intapp is proud to sponsor the 10th anniversary edition of the LegalTech Workshop, a highly curated gathering of leaders in the legal industry.

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Tuesday, September 22, 2026

DealCloud with Celeste: four playbooks for law firm BD and marketing

Virtual
DealCloud with Celeste gives BD and marketing teams a governed way to put relationship data to work, with agents that do the research and deliver finished work back to the people who need it.Marketing ROI, from every spend to matter closeSee how marketing teams track event investment all the way through to matter close to identify which programs generate the most revenue, and where to focus next.360-degree client intelligence, ready before every meetingSee how partners and BD professionals prepare for client conversations with a complete view of the relationship — prior matters, engagement history, referral paths, and warm connections — surfaced automatically before they walk in the room.Monday morning digests for partners and BDSee how the Monday morning digest works in practice: a weekly rundown of where each partner and BD professional should focus their time, which relationships are going cold, and where opportunities are progressing.Client data across systemsSee how Intapp Celeste connectors bring client data together across firm systems, so BD opportunity can be evaluated against conflicts exposure from the start, not after the fact.
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Wednesday, September 23, 2026

Profitability Partner Network

Virtual
Law firm profitability doesn't start at the timesheet. It starts when work is priced and staffed — and it runs through time, billing, and collections before a dollar is realized. For most firms, those stages operate in silos, and the leakage accumulates at every handoff.The Intapp Profitability Network changes that. Built with specialist partners who lead in each stage of the chain, the network connects pricing, staffing, billing, and collections into one governed, intelligent system with Celeste surfacing intelligence across the full arc.Join us to see the network in action. Each founding partner will walk through how they add value at their stage of the chain, what integration with Intapp Time and Billstream looks like, and how Celeste connects the pieces into firm-level profitability intelligence.
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Thursday, September 24, 2026

Celeste for accounting: governed AI and Moody's risk intelligence

Virtual
Most AI built for professional firms was designed for speed, not governance. For accounting firms, that's a problem. Independence screening, conflicts clearance, and client intake aren't just workflows to accelerate — they're obligations that define whether a firm can take an engagement at all.Intapp Celeste is a governed AI coworker built for professional firms, designed to work within your independence requirements, ethical walls, and compliance policies from day one. This session is the first time we're bringing that story specifically to accounting firm leaders.We'll cover three things you can take back to your team:What Intapp Celeste means for accounting firm compliance. How Celeste works alongside your team in client intake, conflicts clearance, and independence management — and what changes when governed AI is running inside those processes.How the Moody's integration extends what's possible. Celeste now surfaces Moody's entity screening, ownership structures, and company intelligence via MCP — directly inside the moments where intake and independence decisions get made.What separates firms using compliance as a growth lever. The operational patterns that distinguish firms winning the right clients from those creating friction for themselves — and where governed AI fits in.Who should attendManaging partners, risk and compliance leads, and COOs at accounting firms evaluating how AI fits into their compliance infrastructure over the next 12 to 18 months.
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Tuesday, September 29, 2026

Compliance with Celeste: First Look

Virtual
Most firms manage compliance. The best firms use it as a competitive advantage.Join us for a first look at how Intapp Celeste helps firms consolidate intake, conflicts, and terms into a single governed compliance environment—so firms can accept more business faster, without taking on more risk. From onboarding through closing, Celeste guides you through the entire deal lifecycle with AI that works the way lawyers actually think: you can chat with your data, call on intelligent assistants to handle routine work, and get the concierge-level support that keeps deals moving.In this interactive session, we'll demonstrate how Celeste handles the full business acceptance lifecycle, with compliance controls that perform under real pressure. Watch live as the platform manages the workflows that typically tie up your team.Whether you're already on Intapp Compliance or evaluating your options, this session will show you what Firm AI looks like when it's built into the compliance workflow, not layered on top of it.
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Thursday, October 1, 2026

Nordic Private Equity Forum 2026

Conference

The Nordic Private Equity Forum brings together GPs, LPs, fund managers, and institutional investors from across the Nordics, UK, and broader Europe for a day of high-impact discussion on the forces reshaping private equity.

Intapp is a sponsor of this year’s forum. Nikolaus Grefe, Practice Group Leader, DealCloud, will be participating in the roundtable session: AI, obviously: driving the conversation on origination, operations, and returns — exploring how AI is reshaping deal origination, value creation, corporate integration, and evolving LP expectations.

Meet the Intapp team on site to learn how Agentic Firm AI is helping PE firms compound institutional knowledge, deepen relationships, and build the operational edge that separates scaling firms from those that plateau.

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Wednesday, October 14, 2026

The AI bill is growing. The firm isn't: A session for private capital leaders.

Virtual
The AI bill is growing. The firm isn't.A session for private capital leaders.Every desk in your private capital firm runs AI today. The bill is growing. Firm performance isn't. On Wednesday, October 14, Nikolaus Grefe, Director of AI & Data at Intapp, will show you why and what it looks like when your AI actually knows your firm inside Intapp DealCloud with Celeste, in 30 minutes. Agenda1. Overview2. Product walkthrough: Firm AI inside Intapp DealCloud and Celeste- Stop entering deals by hand- Surface emails and Outlook/Teams content- Celeste in the DealCloud app- Ask Celeste a question your team asks every day3. Q&ACan't join? Still register and we will send you the recording. Intapp powers more than $9.5T AUM for leading financial services firms globally. In strategic collaboration with Microsoft, Anthropic, and over 130 technology and data partners, Intapp is the leading provider of integrated AI solutions to the majority of the PEI 300 globally.
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Wednesday, October 14, 2026

The AI bill is growing. The mandates aren’t: A session for investment banking and advisory leaders

Virtual
The AI bill is growing. The mandates aren’t.A session for investment banking and advisory leaders.Every desk in your investment banking firm runs AI today. The bill is growing. The mandates aren't. On Wednesday, October 14, Nikolaus Grefe, Director of AI & Data at Intapp, will show you why and what it looks like when your AI actually knows your firm inside Intapp DealCloud with Celeste, in 30 minutes. Agenda1. Overview2. Product walkthrough: Firm AI inside Intapp DealCloud and Celeste- Stop entering deals by hand- Surface emails and Outlook/Teams content- Celeste in the DealCloud app- Ask Celeste a question your team asks every day3. Q&ACan't join? Still register and we will send you the recording. Intapp powers more than $9.5T AUM for leading financial services firms globally. In strategic collaboration with Microsoft, Anthropic, and over 130 technology and data partners, Intapp is the leading provider of integrated AI solutions to the majority of the PEI 300 globally.
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October 25 - 28, 2026

2026 NSCP National Conference 

Conference

The risk landscape is changing. Is your firm keeping up?

Join us at the NSCP National Conference, October 25–28 at the Hyatt Regency Grand Cypress — where decision-makers and leaders from across financial services come together to tackle the challenges reshaping compliance.

Visit Intapp at booth 9 to see how connected workflows, embedded governance, and Firm AI can help you manage risk at every stage of the client lifecycle, without slowing down new business.

Save your seat today.

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Wednesday, October 28, 2026

Faster answers, cleaner deals: Celeste in action for private capital

Virtual
Celeste for private capital: a live demoJoin us for a 45-minute live look at Celeste, built for how private capital teams actually work.We'll walk through four workflows pulled straight from the field: diagnosing pipeline health before it becomes a problem, identifying buyers for a portfolio company exit, prioritizing investors for your next raise, and running a fast reputational and ESG check before you commit to a deal.What we'll cover:Active deal pipeline health diagnosticsPortfolio company exit buyer identificationInvestor identification and prioritizationPrivate credit reputational and ESG checkWhat's next on the roadmap
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Thursday, November 5, 2026

Burlington Media Briefing: Operations Leaders 2026 

Conference

Intapp is proud to sponsor Briefing Operations Leaders 2026, an executive briefing event bringing together senior legal operations professionals from leading UK law firms. Hosted by Briefing, this curated gathering convenes C-level leaders, operations directors, and department heads responsible for navigating organizational risk, driving strategic transformation, and optimizing operational workflows across the legal sector.

Join us at Norton Rose Fulbright in London for a half-day of focused discussion on the challenges and opportunities shaping legal operations today. Attendees will explore how leading firms are rethinking workflows, leveraging technology, and building the operational foundations needed to compete in an evolving market — with Intapp on hand to share how our platform supports firms at every stage of that journey.

Intapp will be participating in a client case study session and moderating a roundtable discussion. Speakers to be announced.

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November 18 - 19, 2026

ACG Deal Crawl 2026 

Conference

Intapp is proud to sponsor ACG Deal Crawl 2026, one of the premier dealmaking conferences in the mid-Atlantic and Southeast. Hosted by the Association for Corporate Growth, this two-day event brings together approximately 300 senior dealmakers — including managing directors, partners, principals, VPs, and business development leads — from private equity firms, investment banks, lenders, advisory firms, law firms, and accounting firms.

Join us in Charlotte for an agenda built around meaningful connections: a keynote lunch, affinity seminars, and networking throughout the Dealmakers’ Lounge. Intapp will be on-site as a Silver Sponsor, with representatives available to meet with clients and prospects across the private capital markets and investment banking and advisory verticals.

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Missed an event? Watch the On-Demand Webinar!

Webinar

Time with Celeste: First look

  • Legal
  • Intapp Celeste
  • + 1 more
See what Firm AI looks like when it’s built into the revenue workflow — not layered on top of it. In this session, you’ll see live demonstrations of the new capabilities in Intapp Time with Celeste, organized around three outcomes: capturing time effortlessly, protecting earned revenue, and sharpening profitability decisions. You’ll also hear what’s coming next on the roadmap. Whether you’re already using Intapp Time or evaluating your options, this session show you how Time with Celeste closes the gap between time entry and revenue intelligence — from automatic time capture through billing compliance to economics that compound over time.

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Webinar

Firm AI: On-demand broadcast

  • Intapp Celeste
Watch our Firm AI broadcast on demand to learn how Intapp Celeste delivers Firm AI for professional firm operations — conflicts clearance, intake, BD, and lateral hiring.

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Webinar

Avoiding the common pitfalls of AI

  • Accounting
  • Intapp Conflicts
  • + 2 more
Building trusted, compliant AI on the right data foundations Half of generative AI projects are abandoned over poor data quality and weak governance—and regulators are sharpening their focus. In this Moore North America strategic partner session, Intapp’s Richard Bowes and Maria Volokh walk through the most common AI pitfalls facing professional services firms, from ungoverned data and ethical-wall breaches to costly compliance failures. Drawing on real-world examples, they lay out a practical “stairway to heaven” approach: start with structured data foundations, layer in policy-driven compliance and guardrails, and build toward AI you can actually trust to differentiate your firm.

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Webinar

DealCloud and Celeste: putting your data to work

  • Financial services
  • Private capital
  • + 2 more
Watch to see how DealCloud with Celeste delivers integrated AI for private capital markets that puts your deal history, relationship activity, and market intelligence to work — directly within the platform your team uses every day. Time-consuming work tied to sourcing deals, creating records from CIMs and agreements, researching firm history, and generating critical reports and fund documents becomes an automated process — enabling your team to move faster and focus on the strategic work that matters most. The webinar includes dedicated workflows for: Fundraising and investor relations professionals — Celeste identifies LP relationships that need attention, prepares your team for re-up conversations using engagement history already in DealCloud, and helps you stay ahead of your reporting cycle. Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift. Real assets teams — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform. Watch now to see firsthand how DealCloud with Celeste can change how your firm works.

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Webinar

DealCloud with Celeste, from coverage to close

  • Financial services
  • Investment banking
  • + 2 more
DealCloud and Celeste: From Coverage to Close Watch to see how DealCloud with Celeste delivers integrated AI for investment banking that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day. Time-consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process — enabling your team to move faster and focus on the client relationships and mandates that matter most. This session includes dedicated use cases for: M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platform Sector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm’s full history with that account Capital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversation Watch now to see firsthand how DealCloud with Celeste changes how your investment banking team works

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Webinar

Governed AI in action: how Intapp + Microsoft enable trusted AI for professional services

  • Accounting
  • Consulting
  • + 2 more
Most firms have already deployed AI. The question is whether governance is keeping pace — specifically, whether engagement-specific controls, ethical walls, and the agentic workflows where AI delivers real leverage are in place before deployment reaches client-facing work at scale. The firms building that foundation now will be the hardest to catch. This session explores how Microsoft’s platform controls and Intapp’s governance layer work together, and why data governance ultimately determines whether your AI investment compounds or stalls at the pilot stage. What you’ll learn: How firms are embedding AI governance into engagement workflows — not as a compliance checkpoint, but as the foundation that makes AI safe to scale How to preserve professional standards and confidentiality controls as AI takes on more active work across client engagements How Microsoft and Intapp work together to help firms expand AI adoption across engagements without trading speed for oversight Watch the recording to see how leading firms are building the governance foundation that lets AI move faster.

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Webinar

Data-driven private capital firms: Enhancing investing and fundraising workflows with institutional-grade benchmarks

  • Private capital
  • Intapp DealCloud
Private markets benchmarking has long been one of the industry’s most persistent challenges — but it doesn’t have to be. Watch this on-demand webinar from Intapp and MSCI to explore how institutional-grade data and AI-driven insights are helping private capital firms modernize investing and fundraising workflows.

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Webinar

DealCloud with Celeste: ​AI purpose-built for private capital​

  • Private capital
  • Intapp Celeste
  • + 1 more
This webinar explores how AI is reshaping private capital workflows and introduces DealCloud with Celeste—Intapp’s next‑generation, governed AI platform built specifically for private capital firms. Speakers Rudy Saad, Nikolaus Grefe, Katie Chanana walk through the most in‑demand AI use cases across fundraising, deal origination, portfolio management, and governance, and demonstrate how Celeste automates data extraction, surfaces relationship intelligence, and accelerates decision‑making. The session includes a live demo showing automated teaser/CIM ingestion, deal creation, and on‑demand LBO modelling—all directly inside DealCloud.

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Webinar

Reinventing real assets with an AI-powered operating system

  • Real assets
  • Intapp Properties
Watch this on-demand webinar to see how Intapp Properties unifies real assets data and applies AI across the full acquisition-to-disposition lifecycle — reducing tech sprawl and driving measurable performance gains.

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Webinar

The expanding role of AI in investment banking

  • Investment banking
  • Intapp Celeste
  • + 1 more
The investment banking landscape is shifting, and it’s shifting quickly. Deal volume is bifurcating, competition for mandates is intensifying, and the largest banks are investing heavily in AI, presumably with the expectation of a substantial return in the form of more deals and better deal outcomes. The question isn’t whether AI will reshape how the industry operates, it’s which firms are positioning themselves, today, to take advantage of it. In this on-demand webinar, we share what we’re hearing from investment banks of all sizes, and in all corners of the globe, demonstrate what AI-powered investment banking looks like in practice today, and lay out the path to firm-wide AI adoption. What we’ll cover: The current market reality for investment banks: deal dynamics, where firms are winning and struggling, and what the industry’s AI leaders are doing right now The “Firm AI” vision: where the technology is headed and why the decisions your firm makes today will determine your readiness for what’s coming A live look at DealCloud with Celeste in action: conversational AI that helps bankers identify coverage gaps, prep for pitches, and execute deals, all in natural language

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Webinar

Intelligence Applied – The next phase of AI in law

  • Legal
  • Intapp Celeste
Law firms are at an inflection point. What happens in the next twelve to eighteen months will define how firms compete for the next decade. Agentic AI is reshaping professional services, but generic AI tools weren’t built for the complexity of law firm environments. Your conflicts logic, confidentiality obligations, ethical walls, and client engagement data require something purpose-built. In this executive webinar, Intapp leaders with decades of firsthand law firm experience explore how Intapp Celeste, Intapp’s AI-native agentic platform, is transforming the way law firms grow, operate, and stay compliant. You’ll also hear about Intapp’s strategic partnership with Harvey, bringing a new layer of compliance governance to one of the fastest-growing AI applications in the practice of law. This is a defining moment for the business of law. Are you positioned to lead? What you’ll learn: Why individual AI productivity tools fall short and how Firm AI embeds intelligence into firm-wide workflows to create durable competitive advantage How DealCloud with Celeste surfaces relationship intelligence, identifies cross-sell opportunities, and helps BD and marketing teams turn data insights into client action (available now) How Time with Celeste automates time capture, enforces billing compliance, and gives firm leadership visibility into engagement economics, write-off trends, and AI adoption ROI How Compliance with Celeste accelerates new business intake, automates conflict screening, and enables continuous matter monitoring so your team can focus on judgment rather than manual prep work How Intapp’s partnership with Harvey extends ethical wall and confidentiality governance directly into AI workflows, ensuring your compliance policies don’t stop where your AI starts Why compliance-native AI is a non-negotiable for law firms and how Celeste is built from the ground up to respect the professional obligations that are existential to your firm

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Webinar

Growth, redefined: Governed AI across the engagement lifecycle

  • Accounting
  • Consulting
  • + 5 more
Moving beyond experimentation to embed professional grade intelligence into firm workflows The conversation around AI in accounting and advisory has shifted from “if” to “how.” As growth expectations rise alongside intensifying regulatory scrutiny and margin pressures, firms are moving beyond simple experimentation toward a more thoughtful, governed evolution. In this session, we explore how professional-grade AI is officially arriving for the accounting industry. Discover how the Celeste platform—an AI-native, agentic solution built in collaboration with innovators like Anthropic, Microsoft, and Harvey—is activating intelligent agents to automate compliance, time intelligence, and engagement execution.

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Webinar

Rethinking firm-wide compliance: Why quality growth requires risk intelligence

  • Accounting
  • Intapp Conflicts
  • + 2 more
Growth is getting harder to achieve without increasing risk. For many accounting firms, legacy compliance models are slowing decisions, limiting opportunity, and exposing gaps. Watch this webinar to see how leading firms are using risk intelligence to move beyond reactive compliance. Learn how to evaluate your current approach, improve client acceptance decisions, and enable confident, high-quality growth.  

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Webinar

How leading law firms power growth with Intapp DealCloud

  • Legal
  • Intapp DealCloud
Four firms. Four real implementations. See what’s actually working. Law firms are not short on data. They’re short on connected, actionable intelligence – and the operational infrastructure to put it to work. In this on-demand session, business development and client intelligence leaders from four AM Law and global firms share how they are implementing DealCloud to solve the challenges specific to their firm. What you’ll hear: Baker Botts consolidated client, financial, and market intelligence into a single source of truth to scale BD firmwide. A&L Goodbody unified conflicts, new business intake, and CRM workflows to improve insight into strategic opportunity selection and to drive lawyer adoption. Crowell & Moring replaced their legacy InterAction CRM through careful data planning and a mindset shift toward what modern BD infrastructure can actually do. Gould & Ratner is using DealCloud’s configuration engine to build succession planning dashboards that improve visibility into institutional knowledge and long-term client relationships. In this hour-long session: hear director from firms that have already made the CRM migration. Gain a practical, peer-driven perspective on capturing, connecting, and activating client intelligence. Real implementation. Real lessons. One session.

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Webinar

Intapp Amplify 2026 – London

Catch what you missed, anytime, anywhere. Learn about a different kind of AI: Firm AI, that’s built around your firm’s knowledge, expertise, compliance obligations, and workflows.

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Webinar

Secure collaboration in Microsoft 365

  • Accounting
  • Intapp Collaboration
Top accounting firms have invested heavily in Microsoft 365 — but fragmented governance, inconsistent provisioning, and unmanaged collaboration create risk and inefficiency. This webinar explores how secure collaboration enables modern service delivery, strengthens compliance, and prepares firms to confidently leverage AI across client engagements.

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Webinar

Modern collaboration for accounting firms ready to scale

  • Accounting
  • Intapp Collaboration
Accounting firms are increasingly weighed down by fragmented systems, disconnected document repositories, and manual processes that slow down engagements and frustrate both staff and clients. When documents, workflows, and communication live in separate tools, firms lose visibility, consistency, and momentum across client work. In this on-demand webinar run by Boomer Consulting and sponsored by Intapp, you’ll see how a centralized, modern document management system combined with integrated client collaboration and automated workflows creates a unified engagement experience. The session explores how firms can eliminate duplication, reduce operational friction, and deliver predictable, repeatable engagement execution across service lines. Watch the recording to learn how modern collaboration helps firms streamline document-centric work, improve transparency, and run engagements more efficiently without adding complexity for teams or clients. Key takeaways: How a centralized, firmwide DMS reduces friction caused by fragmented systems and manual processes Ways to automate document and workflow activities to eliminate status chasing and manual routing How consistent, predictable engagement execution improves both staff efficiency and client experience What it takes to orchestrate document-driven client interactions using a single connected ecosystem

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Webinar

Private Equity in Accounting: Insights & trends from industry leaders

  • Accounting
Expert analysis on how private equity is reshaping capital strategy, growth, and technology adoption in accounting. Unlock actionable insights from leading experts as they break down the future of private equity in the accounting profession. In this on-demand webinar featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today), you’ll explore key research findings on how firms are approaching capital needs, technology modernization, and the strategic opportunities and challenges presented by private equity investment. Learn what firms of all sizes are considering, how PE can accelerate growth, and where the greatest impacts are expected across the industry.

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Webinar

Inside Pinion’s transformation: Streamlining collaboration across the firm

  • Accounting
  • Intapp Collaboration
Watch the on-demand webinar from Intapp and Boomer Consulting to learn how accounting firms can drive growth and efficiency with connected technology, improved data visibility, and streamlined operations.

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Webinar

Transform conflicts management into a competitive advantage

  • Consulting
  • Intapp Conflicts
Watch this on-demand webinar to learn how consulting firms can scale with confidence by turning conflicts management into a strategic growth advantage.

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Webinar

DealCloud: The future of work in private capital with AI

  • Private capital
  • Intapp Assist
  • + 1 more
Private capital markets have continued to evolve, and so has the way deal teams need to work to stay competitive. In this 30-minute session designed exclusively for private capital professionals, we explored how Intapp DealCloud is redefining origination, collaboration, and execution through the power of Applied AI. We examined today’s most pressing challenges across the deal lifecycle — from sourcing and pipeline management to collaboration — and demonstrated how the latest DealCloud capabilities address those needs. Attendees learned how to: Originate smarter: Leverage data and AI to uncover and prioritize opportunities faster. Work more efficiently: Use Intapp Assist to streamline workflows and gain actionable insights. Collaborate seamlessly: Connect teams, content, and context across the firm for faster decision-making. The session highlighted how AI is shaping the future of work in private capital, empowering firms to move faster, work smarter, and compete with confidence.

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Webinar

Competitive Advantage Series: Compliance in the Cloud

  • Legal
  • Intapp Conflicts
  • + 4 more
Modernize compliance with cloud-based, AI-enhanced solutions. Learn how Intapp Intake and Conflicts boost efficiency, reduce risk, and streamline firm operations.

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Webinar

How investment banks are winning in a concentrated deal environment

  • Investment banking
  • Intapp DealCloud
Competition in investment banking is fiercer than ever. Deal counts are down, and the bulge bracket banks are taking the biggest mandates—leaving middle-market investment banks to fight for a smaller pool of opportunities where every win matters more.  Join Intapp and Monarch for a 45-minute webinar that shows how investment banks are tackling these challenges head-on— strengthening networks and accelerating deal execution. What you’ll take away: Industry trends you can’t ignore: The realities of deal concentration—and how middle-market firms are adapting From cost to outcome: How leading firms are aligning tech investments with business impact What peer firms want: The must-have capabilities firms are asking for in a modern relationship intelligence platform Live Q&A with industry experts: Ask your toughest questions and hear how others are solving the same challenges Watch the webinar now and learn how middle-market investment banks can win more mandates when every deal counts.

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Webinar

Unlock the next level of deal execution in DealCloud

  • Intapp Assist
  • Intapp Collaboration
  • + 1 more
In this exclusive client session, Intapp experts showcased the latest enhancements to Intapp DealCloud, designed to help investment banking teams work smarter, faster, and more collaboratively. Attendees received an early look at new functionality that centralizes document management, reduces manual data entry, and harnesses trusted AI to improve efficiency and transparency across the deal pipeline. During the webinar, participants learned: How firms are navigating current market dynamics and improving deal origination and execution efficiency How Collaboration for DealCloud integrates with Microsoft SharePoint to create a single, secure source of truth for deal documentation How Intapp Assist for DealCloud uses AI to automate data extraction, streamline workflows, and deliver actionable insights How Intapp’s AI roadmap is shaping a more intelligent, compliant, and connected future for dealmakers Watch on demand to see how DealCloud is transforming the way firms collaborate, manage data, and drive growth.

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Webinar

The ethics of AI for law firms

  • Legal
  • Intapp Walls
Explore how AI is reshaping the legal industry and the ethical challenges it presents. This webinar, Ethics of AI for Law Firms, features expert insights on balancing innovation with compliance and professional responsibility.

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Webinar

Timekeeping, Transformed: Maximize firm profitability and performance

  • Legal
  • Intapp Billstream
  • + 1 more
Discover how leading firms are modernizing timekeeping with Intapp Time’s Horizon Release Intapp and our partner Epiq showcase the Horizon Release of Intapp Time – a next-generation solution rebuilt from the ground up with AI-powered productivity tools, instant compliance validation, and a modern user experience that works the way lawyers do. Key takeaways: Capture more billable hours with AI-powered tools like Quick Add and Activity Stream Ensure compliance automatically with real-time validation that prevents costly write-offs Unlock insights instantly using Ask Intapp to query time and revenue data on-demand Delight lawyers with a sleek, browser-based interface and intuitive mobile experience

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Previous events

Showing 56 results
Virtual

How firms are using Dispatch to navigate email marketing challenges

The DealCloud Ambassador Virtual Series is an exciting extension of Intapp's broader Ambassador Program. These virtual events provide a unique opportunity to learn best practices from your peers and the DealCloud team through engaging panel-style interviews. To ensure our conversations are as productive and relevant as possible, we collaborate with our clients to select the most pertinent topics.Session topicJoin us for an exciting panel discussion where you'll hear from your peers on how they are leveraging Dispatch to overcome email marketing challenges. Calli Greenwald, Centerbridge PartnersKetan Patel, CD&RRebecca Leon, Robins KaplanArielle Steffen, TaftAshley Van Dyke, Taft This discussion will be led by Intapp's Cordelia Montes, Client Success Manager. You'll also hear from members of our product team, Tyson Hellmich and Grace Dziedzic-Carroll, who will share an exclusive preview of the Dispatch roadmap.

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Virtual

Beyond CRM: AI-powered solutions for private markets

Is your tech stack built for fast-moving private markets?  Generic CRMs aren’t designed to handle private market complexities. Join industry experts from Intapp and Alpha Alternatives for an educational webinar on September 10 to learn how you can maximize returns, minimize risk, and strategically reposition your firm in the AI era.  You’ll discover how leading firms are future-proofing their growth strategies and accelerating deal execution by identifying and implementing the optimal AI-powered solutions to scale their businesses. You’ll also gain practical tips for building a business case. Reserve your spot today. Agenda:Thinking beyond CRM: AI-powered investing and fundraising solutions Market considerations for multi-strat and specialized firms  Scoping for multi-strat and specialized firms  Q&A with our experts  

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Virtual

Timekeeping, transformed: Maximize firm profitability and performance

Discover how Intapp Time’s Horizon Release empowers firms to capture more billable hours, ensure compliance, and unlock revenue insights – all with less burden on lawyers.Join Intapp and Epiq for an exclusive live session showcasing the Horizon Release of Intapp Time – completely reimagined to deliver a next-generation experience that works the way your lawyers do.Rebuilt from the ground up with intuitive design and powerful AI capabilities, Intapp Time’s Horizon Release simplifies time entry, eliminates revenue leakage, and boosts profitability – giving your firm the competitive advantage. Attend this webinar to discover how Intapp Time is transforming timekeeping:Instant compliance validation: Catch billing issues before they become write-offs with real-time compliance checks and one-click corrections that enforce client terms automatically.Seamless experience across all devices: A brand-new interface delivers greater flexibility, smarter matter matching, and enhanced user control on desktop, web, and mobile.AI-powered productivity tools: Transform voice memos into structured time entries instantly with Quick Add, or get instant answers about logged time using Ask Intapp – all without leaving your browser.Don’t get left behind – Learn why Intapp Time is trusted by 78 of the Global 100, and register now.

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Virtual

How investment banks are winning in a concentrated deal environment

Competition in investment banking is fiercer than ever. Deal counts are down, and the bulge bracket banks are taking the biggest mandates—leaving middle-market investment banks to fight for a smaller pool of opportunities where every win matters more. Join Intapp and Monarch on November 18 for a 45-minute webinar that shows how investment banks are tackling these challenges head-on—modernizing origination, strengthening networks, and accelerating deal execution. What you’ll take away: Industry trends you can’t ignore: The realities of deal concentration—and how middle-market firms are adapting From cost to outcome: How leading firms are aligning tech investments with business impact Smarter origination: Using AI-driven tools to break into new networks and secure quality deals earlier What peer firms want: The must-have capabilities firms are asking for in a modern relationship intelligence platform Live Q&A with industry experts: Ask your toughest questions and hear how others are solving the same challenges Reserve your spot today and learn how middle-market investment banks can win more mandates when every deal counts. This webinar will be recorded for those who are unable to attend live. 

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In person

Risk Roundtable Series Minneapolis: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders. This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

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In person

Risk Roundtable Series Phoenix: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders. This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

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In person

Risk Roundtable Series Los Angeles: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders. This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

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In person

Risk Roundtable Series San Francisco: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series St. Louis: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

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In person

Risk Roundtable Series Kansas City: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series Dallas: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series Chicago: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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Virtual

DealCloud for private capital markets

See why leading private capital firms choose DealCloud  On Thursday, February 19 at 1:00 p.m. EST join a 30-minute live demo of Intapp DealCloud built for private capital front office teams. See firsthand how 1,700+ private capital and investment banking firms leverage DealCloud to manage relationships, deals, and fundraising on a single, purpose-built platform. In this demo, you’ll see: A Relationship-centric CRM that’s designed for investors, issuers, and advisors Deal pipeline management with real-time visibility from opportunity to close IR & fundraising workflows that tracks investor engagement and commitments Outlook integration to automatically capture emails and meetings Why DealCloud Built specifically for private capital markets, DealCloud supports firms at every stage of growth, from emerging and mid-sized teams to the largest global enterprises. Highly configurable and easy to adopt, DealCloud scales as your firm grows, allowing smaller teams to get value quickly while ensuring you’ll never outgrow the system.  Register now to see DealCloud in action and understand why your peers and many of the PEI 300 firms rely on DealCloud as their deal management platform. A similar demonstration geared to Investment Banking is being done right after this one. If interested in attending both, register for the Investment Banking demo here.

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Virtual

DealCloud for investment banking

See why leading investment banks choose DealCloudOn Thursday, February 19 at 2:00 p.m. EST, join a 30-minute live demo of Intapp DealCloud, purpose-built for M&A advisory and investment banking front-office teams.See how the leading investment banks and financial services firms are using DealCloud to manage client relationships, drive M&A origination, and execute transactions all on a single, purpose-built platform for investment banking teams.In this demo, you’ll see:A relationship-centric CRM for M&A bankers that connects buyers, sellers, sponsors, executives, and intermediariesEnd-to-end M&A deal tracking, from origination and pitching through mandate, diligence, and closeCoverage and opportunity management to identify targets, track buyer interest, and prioritize outreachOutlook integration to automatically capture emails, meetings, and deal activityWhy DealCloudBuilt specifically for M&A advisory and investment banking teams, DealCloud adapts to your coverage model, sectors, and deal processes. Highly configurable and scalable, it supports boutiques through global advisory firms helping bankers originate more opportunities, run tighter deal processes, and deliver better outcomes for clients.Register now to see how DealCloud helps M&A teams improve origination, streamline execution, and strengthen client relationships across every stage of the deal lifecycle.A similar demonstration geared to Private Capital Markets is being done prior to this one. If interested in attending both, register for the Private Capital Markets demo here.

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Conference

Alternative Accountancy Management Summit 2026

  • Accounting
  • Consulting
Intapp is proud to sponsor the Alternative Accountancy Management Summit 2026, taking place at Wyboston Lakes Resort, Bedfordshire, from 2–3 March. The event is designed to inspire innovation across your firm’s strategic roadmap, future sustainability, and profitability, combining insightful knowledge sharing with a sprinkling of fun. The curated agenda is tailored for an exclusive audience of managing partners, senior partners, managing directors, and CEOs from the UK’s top 300 accountancy practices.

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Conference

Alternative Accountancy Tech Summit 2026

  • Accounting
  • Consulting
Intapp is proud to sponsor Alternative Accountancy Tech Summit 2026, taking place at Wyboston Lakes Resort, Bedfordshire, from 3–4 March. The summit brings together an exclusive audience of IT directors, CIOs, CTOs, heads of innovation, and IT leaders from the UK’s top 300 accountancy firms to explore a strategic roadmap for digital transformation.

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In person

Risk Roundtable Series Detroit: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series Philadelphia: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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Conference

Intapp Amplify 2026 – London

Join industry leaders at this premier event to experience intelligence applied in action. Discover how our latest AI-powered innovations — built exclusively for your professionals — can amplify your firm’s competitive edge. Through product demos, networking events, and expert-led sessions, you’ll uncover new ways to elevate your firm’s performance.

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In person

Risk Roundtable Series Toronto: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series New York: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series DC: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

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Virtual

How leading law firms power growth with DealCloud

Law firms are not short on data. They're short on connected, actionable intelligence.Relationship history lives in inboxes. Client insight sits in spreadsheets. CRM data goes untouched. And critical signals never reach the partners who need them most.The firms pulling ahead have changed this — and they're seeing measurable impact.They’ve unified firmwide client intelligence, so relationship risk surfaces early, cross-sell opportunities are prioritized strategically, and business development efforts are focused where they will win.Join us on March 12 at 11:00 AM ET for a candid discussion with law firm leaders who are putting connected client intelligence into practice. Featured speakersJohn Byrne, Chief Business Development Officer, Gould & RatnerStephanie Bishop, Client and Business Intelligence Director, Crowell & MoringJoanne Cummins, Head of Client Development, A&L GoodbodyNicole Goodwin, Associate Director of Client Development Technology and Operations, Baker BottsThese leaders will share:How they are institutionalizing client relationships across practicesHow they are increasing partner engagement and accountabilityHow they are reducing friction across intake, conflicts, and CRM to create a seamless, insight-driven new business processHow they are translating intelligence into revenue impactIf you are evaluating how your firm captures, connects, and activates client intelligence, this session will provide a practical, peer-driven perspective.

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Legal Transformation Summit 2026

  • Consulting
  • Legal
Intapp is proud to sponsor the Legal Transformation Summit, a two-day interactive event bringing together the most innovative minds in legal operations and transformation. Designed for in-house professional and law firm leaders, the summit delivers expert-led sessions, strategic discussions, and meaningful networking focused on the future of legal work. Attendees will explore how technology, data, and modern operating models can drive efficiency and innovation, while gaining practical insights to apply within their organisations.

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In person

Risk Roundtable Series Boston: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.  

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In person

Risk Roundtable Series Houston: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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In person

Risk Roundtable Series Atlanta: Maximize the value of your cloud compliance solutions

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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Virtual

Intelligence Applied: The next phase of AI in law

How Firm AI and trusted partnerships are redefining the business of lawAgentic AI is reshaping professional services. But in law firms, AI should do more than draft RFP responses or client emails. It must operate within complex regulatory boundaries, integrate firm relationship and engagement data, and enhance how lawyers work.In this executive webinar, Intapp will explore the evolving AI landscape and introduce how new strategic partnerships are bringing frontier AI capabilities into a trusted, compliant ecosystem built for law firms.This is a defining moment for the business of law.Are you positioned to lead?

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Virtual

Growth, redefined: Governed AI across the engagement lifecycle

AI is dominating headlines. For accounting and advisory firms, the real question is not whether AI matters. It is how it will redefine growth, risk management, and client delivery. This moment is less about experimentation and more about thoughtful evolution. Growth expectations are rising, margin pressure continues, and regulatory scrutiny is intensifying. Firms are considering how to embed AI in ways that deliver measurable impact while aligning with professional standards and governance requirements. At Amplify 2026, Intapp introduced Celeste, an AI-native agentic platform purpose-built for professional firms. Celeste activates intelligent agents across growth, engagement execution, compliance, and time intelligence, embedding domain expertise directly into your workflows. Intapp is building with leading AI innovators — including Anthropic, Microsoft, and Harvey — to deliver integrated solutions for accounting and advisory firms. Professional-grade AI for accounting and advisory firms has arrived. Reserve your spot for April 8 to learn what this next era looks like for your firm. Agenda subject to change as we incorporate the latest developments in AI and industry innovation. 

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Conference

LegalTech 9

  • Legal
Intapp is proud to sponsor LegalTech 9, a highly curated gathering of leaders shaping the future of legal technology and the business of law. Hosted by Doon Insights, this intimate salon brings together innovators from law firms, corporate legal departments, and the legal tech ecosystem for a day of discussion and collaboration. Attendees will explore key trends in legal innovation, including AI-first practices, agentic AI, evolving ownership models, and the changing economics of legal services. The event features keynote talks, discussions, and focused sessions like “Codifying the Business of Law: How to Identify High-Value Workflows, Turn Them into Autonomous Code, and Ensure Compliance Along the Way” with Robin Tech, Vice President of AI at Intapp.

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Virtual

DealCloud for Legal: Marketing 101

Law firm marketing teams are under pressure to deliver smarter campaigns, sharper audience insights, and measurable ROI — without adding headcount. In this live demo, see how DealCloud with Celeste gives marketers the unified data, intelligent automation, and AI-driven insights they need to operate as true strategic partners to BD and firm leadership.In 60 minutes, you'll learn how DealCloud helps marketing teams:Break down data silos to target the right clients and contacts with precisionAutomate campaigns and event workflows to free up time for high-value workDemonstrate the commercial impact of marketing activity with confidenceWork smarter with Celeste, your AI layer for research, drafting, and day-to-day marketing tasksReady to elevate your marketing function and compete in an AI-first legal market? Save your spot.

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Virtual

DealCloud for Legal: Business Development 101

Law firm BD teams are expected to pursue the right opportunities, assemble the right teams, and win more work faster than ever. In this live demo, see how DealCloud with Celeste equips BD professionals with the data, workflows, and AI-driven intelligence to modernize pursuit management and accelerate growth.In 60 minutes, you'll see how DealCloud helps BD teams:Manage every pursuit with a single source of truth — no more scattered spreadsheets or missed follow-upsIdentify the right pitch team instantly using experience data, relationship history, and internal expertiseUncover whitespace and cross-sell opportunities before your competitors doPut Celeste to work — AI built for the BD tasks that matter mostIf your firm wants to compete more strategically, respond faster, and win more high-value work in an AI-first market, this session is for you.

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Virtual

Reinventing real assets with an AI-powered operating system

Reinventing real assets with an AI-powered operating system Real asset firms are facing a structural shift. In today's tighter, more complex markets, fragmented systems and disconnected data prevent firms from realizing meaningful AI impact. To compete, firms need a unified, property-centric operating model built specifically for the realities of real estate. Join us as we introduce Intapp Properties, the purpose-built, enterprise-grade operating system for real assets. Backed by Intapp's scale, real estate suite, and AI innovation. We'll explore how an AI-first data foundation enables intelligent automation across the full lifecycle, from acquisition and development through portfolio management and disposition, and how consolidating into a single system reduces tech sprawl, increases productivity, and drives measurable performance gains. We'll also preview the future state with Celeste and what agentic AI means for the modern real asset firm. What we'll discuss:The big shift in real assets - why fragmented systems limit AI impact in today's marketIntapp's broader investment - What Intapp Properties means within the real estate suiteIntroducing Intapp PropertiesThe AI-first data foundationThe operating system across the real assets lifecycleUnlocking AI-driven performance - reducing tech sprawl, increasing productivity, and driving measurable gainsThe future state: Celeste for the Firm - preview of agentic AI in action

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Virtual

The expanding role of AI in investment banking

The expanding role of AI in investment bankingThe investment banking landscape is shifting, and it's shifting quickly. Deal volume is bifurcating, competition for mandates is intensifying, and the largest banks are investing heavily in AI, presumably with the expectation of a substantial return in the form of more deals and better deal outcomes. The question isn't whether AI will reshape how the industry operates, its which firms are positioning themselves, today, to take advantage of it.Join us on April 16 for an exclusive webinar where we'll share what we're hearing from investment banks of all sizes, and in all corners of the globe, demonstrate what AI-powered investment banking looks like in practice today, and lay out the path to firm-wide AI adoption.What we'll cover:The current market reality for investment banks: deal dynamics, where firms are winning and struggling, and what the industry's AI leaders are doing right nowThe "Firm AI" vision: where the technology is headed and why the decisions your firm makes today will determine your readiness for what's comingA live look at DealCloud with Celeste in action: conversational AI that helps bankers identify coverage gaps, prep for pitches, and execute deals, all in natural languageSave your seat now!

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In person

Risk Roundtable Series Amsterdam: Maximize the value of your cloud compliance solutions

This roundtable event is designed for firms in the region to explore how Intapp Risk and Compliance solutions are ensuring law firm leaders can respond swiftly to evolving risk management challenges. We will discuss how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.Located upstairs at Lotti's in The Hoxton | Herengracht 255, 1016 BJ Amsterdam, Netherlands

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In person

Risk Roundtable Series Copenhagen: Maximize the value of your cloud compliance solutions

This roundtable event is designed for firms in the region to explore how Intapp Risk and Compliance solutions are ensuring law firm leaders can respond swiftly to evolving risk management challenges. We will discuss how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

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Virtual

DealCloud with Celeste: AI purpose-built for private capital

DealCloud with Celeste: AI purpose‑built for private capital Join our webinar on April 22, 2026, as we share our AI‑powered capabilities available today in DealCloud with Celeste, as well as our future agentic AI roadmap.Rudy Saad, Global Head of Private Equity & Private Capital Markets, and Nikolaus Grefe, AI Practice Group Leader, will discuss in a session moderated by Katie Chanana, Client Development Director.Intapp powers more than $9.5T AUM for leading financial services firms globally. In strategic collaboration with Microsoft, Anthropic, and over 130 technology and data partners, Intapp is the leading provider of integrated AI solutions to the majority of the PEI 300 globally.Register to learn how our next-generation of governed AI is transforming private equity and private capital, from deal origination and financial modeling, to due diligence and risk management.

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In person

Risk Roundtable Series London: Maximize the value of your cloud compliance solutions

This roundtable event is designed for firms in the region to explore how Intapp Risk and Compliance solutions are ensuring law firm leaders can respond swiftly to evolving risk management challenges. We will discuss how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.This event is in the 1776 Private Dining Space at 1 Lombard Street, London EC3V 9AA

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Conference

PE Live 2026

PE Live is a CPD-accredited conference produced by Real Deals, bringing together 400+ senior private equity professionals from across the European midmarket. The event takes intelligence off the page and into the room — featuring real conversations with the people doing the deals, building the value, and raising the bar, with no fluff, just relevance. It serves as a premier forum for GPs, advisers, and investors to explore the challenges and opportunities shaping European private equity.

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Conference

4th Private Markets Summit 2026

  • Private capital
  • Intapp DealCloud
The 4th Private Markets Summit brings together senior professionals from across the private markets industry for a day of insight, networking, and discussion. Intapp is proud to be a sponsor of this year’s event, supporting the private markets community with purpose-built technology designed to help firms manage deals, relationships, and operations more efficiently.

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In person

Intapp Marketing & BD Roundtable: The function of the future

Time: Breakfast from 8:30, discussions from 9:00 to 10:30amLocation: The Royal Yacht Hotel, Vista Suite  This interactive session is a chance to sit down with peers to discuss how different law firms are rethinking the roles and responsibilities of M&BD teams to support strategy, collaboration and growth. We’ll unpack:The skills and structure needed for M&BD teams to succeed in the futureOpportunities to streamline M&BD workflows using technology and AICommon challenges in aligning M&BD strategy with broader firm goals We’re delighted to be joined by Intapp's Jon Brewer, former CMO at Orrick and European Legal Marketing Association Board member. Jon will chair a candid conversation on how he reimagined his M&BD team, and how law firms are responding challenges they are facing.

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Virtual

Data-driven private capital firms: Enhancing investing and fundraising workflows with institutional-grade benchmarks

Data-driven private capital firms: Enhancing investing and fundraising workflows with institutional-grade benchmarksPrivate markets benchmarking has long been one of the industry's most persistent challenges, but it doesn't have to be. Join Intapp and MSCI for an exclusive webinar exploring how institutional-grade data and AI insights are reshaping the way GPs approach deal sourcing, portfolio monitoring, and fundraising.In this session, our experts will unpack the benchmarking challenges GPs face today, from justifying valuations to LPs to finding the right peer universe. You'll hear MSCI's perspective on what reliable data looks like in practice, and see how the Intapp and MSCI partnership surfaces actionable intelligence inside your DealCloud workflows, supporting decision-making at both the deal and fund level.

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Conference

Global RegTech Summit

  • Consulting
  • Investment banking
  • + 1 more
Intapp is proud to sponsor the Global RegTech Summit, bringing together leaders shaping the future of financial technology and innovation. This curated gathering convenes executives, innovators and practitioners from across the fintech ecosystem for a day of connection and insight. The program features: Keynote sessions from industry leaders Interactive discussions and peers Focused presentations on industry challenges and opportunities Sessions will explore key trends, including AI-driven transformation, emerging technologies, evolving business models and regulatory shifts. Attendees will gain fresh perspectives and practical insights from some of the industry’s leading voices. If you’re attending, be sure to stop by the Intapp table — we’d love to connect.

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Conference

The Moore North America 2026 Conference

  • Accounting
  • Consulting
  • + 3 more
The Moore North America 2026 Conference is a three-day event dedicated to exploring the latest trends, strategies, and technologies transforming the business landscape. Delegates will have the opportunity to engage with keynote speakers, participate in interactive workshops, and network with peers across diverse sectors. Intapp is proud to be attending as a strategic sponsor. We will be located in the Pacific Foyer on the 2nd floor.

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Virtual

DealCloud for Legal: Partner and Lawyer 101

Partners and lawyers are expected to bring in business, deepen client relationships, and stay ahead of a fast-moving market — on top of billable work. In this live demo, see how DealCloud with Celeste gives partners and lawyers the relationship intelligence, deal visibility, and AI-driven tools they need to originate more business and strengthen client connections without adding to the administrative burden.In 60 minutes, you'll see how DealCloud helps partners and lawyers:Get a complete view of every client relationship — contacts, history, activity, and opportunity — in one placeStay on top of active matters, pursuits, and key client touchpoints without relying on memory or manual trackingIdentify cross-sell and referral opportunities using your firm's collective relationship dataPut Celeste to work — AI built for the research, drafting, and client prep tasks that eat into your dayIf you want to spend less time tracking down information and more time building the relationships that grow your book of business, this session is for you.

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In person

Intapp + EY Leadership Summit

Intapp Leadership Summit in partnership with EYPrivate capital markets and financial services are being reshaped by forces that reward firms who move with clarity — on AI, on data, and on how operating models need to evolve. This is a day built around that conversation.Join us on June 2 for a facilitated roundtable bringing together CIOs and senior financial services technology leaders, co-hosted by Intapp and EY. The conversation focuses on the technology and market forces defining 2026 across private capital markets — including AI and data as competitive differentiators, regulatory and cyber realities, and where transformation is gaining traction and where it isn't. This is a peer-level discussion, not a presentation. Stay around for lunch following the program.Attendance is by invitation only. Reserve your place today.Hotel Accommodations Hotel rooms are available at the Renaissance New York Midtown Hotel at a special group rate. Book here by May 22.

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In person

UK Law Firm Technology Leadership Roundtable

Tuesday, 3 June | Intapp London OfficeRegistration from 2:30 pm | Sessions 3:00-4:30 pm | Drinks to followA session built around your prioritiesWe'll be covering the topics that matter most to technology leaders in law firms right now, and we intend to run this twice a year going forward.On the agenda:Tony McKenna, CIO at Lawfront — Hear from a long-time Intapp client on how Intapp solutions integrate with and support the broader technology stack. Followed by open discussion of real-world successes and challenges.Richard Baskerville, Senior Director of Global Microsoft Alliance at Intapp — Where the Intapp and Microsoft co-innovation conversation is headingBrad Sidwell, Client Technology Strategist at Intapp — A practical update on AI and agentic AI: what's deployed, what's working, and what's next.Drinks and continued conversation to follow.

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Conference

AICPA ENGAGE 2026

  • Accounting
Intapp is proud to exhibit at AICPA ENGAGE 2026, a premier event for accounting and finance professionals. This annual conference brings together industry leaders, practitioners, and innovators for several days of learning, networking, and collaboration across the evolving landscape of accounting, audit, tax, and advisory services. AICPA ENGAGE features a dynamic lineup of keynote sessions, expert-led workshops, and in-depth discussions focused on the most pressing topics shaping the profession — from emerging technologies like AI and automation to regulatory updates and strategies for driving firm growth and client value. Attendees will gain actionable insights and fresh perspectives from some of the field’s most influential voices. If you’re attending in person, be sure to visit Intapp at Booth 129 to connect with our team. We look forward to meeting you and discussing how we can support your firm’s success.

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Virtual

DealCloud and Celeste: from coverage to close

DealCloud and Celeste: from coverage to close, is designed for existing DealCloud customers across investment banking. We will demonstrate how DealCloud with Celeste delivers integrated AI that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day. Time consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process - enabling your team to move faster and focus on the client relationships and mandates that matter most. This session includes dedicated use cases for:M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platformSector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm's full history with that accountCapital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversationSee firsthand how DealCloud with Celeste will transform how your investment banking team works.

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Virtual

DealCloud and Celeste: putting your data to work

DealCloud and Celeste – putting your data to work, is designed for existing DealCloud customers across private capital markets. We will demonstrate how DealCloud with Celeste delivers integrated AI that puts your deal history, relationship activity, and market intelligence to work — directly within the platform your team uses every day. Time-consuming work tied to sourcing deals, creating records from CIMs and agreements, researching firm history, and generating critical reports and fund documents becomes an automated process — enabling your team to move faster and focus on the strategic work that matters most.The webinar includes dedicated workflows for:Fundraising and investor relations professionals — Celeste identifies LP relationships that need attention, prepares your team for re-up conversations using engagement history already in DealCloud, and helps you stay ahead of your reporting cycle.Infrastructure and real assets firms — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform.Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift.See firsthand how DealCloud with Celeste will transform how your firm works.

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Conference

LegalTechTalk 2026

  • Legal
Intapp is a sponsor of LegalTechTalk 2026, joining legal professionals and technology leaders for two days of insight and discussion on the future of legal practice. On 17 June, 11:30–12:30, Laura Saklad, VP of Legal Industry at Intapp, will host a workshop: From proof to production: building your firm’s agentic AI playbook. Attendees will leave with a clear view of where agentic AI creates the most immediate business value, visibility into what their peers are prioritising, and a practical framework for building their firm’s agentic roadmap.

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Virtual

Discover the future of agentic Firm AI

Don't miss this exclusive first look at the Intapp vision for agentic Firm AI — and the next generation of AI agents bringing it to life today.This session's time is geared toward those in North America and Europe. We are also offering this session to those in APAC/MENA on Thursday, July 16. To register for that session instead, please click here.

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Virtual

Discover the future of agentic Firm AI

Don't miss this exclusive first look at the Intapp vision for agentic Firm AI — and the next generation of AI agents bringing it to life today.This session's time is geared toward those in APAC and MENA. We are also offering this session to those in North America and Europe on Wednesday, July 15. To register for that session instead, please click here.

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In person

Intapp at ILTACON 2026

Intapp at ILTACON 2026Firm AI for the business of lawYour professionals already have AI. The bigger prize is the firm itself: governed AI that runs the business of the firm — business development, key client programs, new business, intake, conflicts, client and engagement economics to drive firm profitability — on your firm’s data and inside the rules that govern it. That is Firm AI, and Intapp delivers it through Intapp Celeste, our agentic AI platform.At Intapp, AI governance isn’t optional, it formally grounds our entire product suite. Celeste is built for the specialized workflows and complex relationship networks of professional firms. Intapp’s AI understands how your firm operates and acts inside your risk structures, ethical walls, need-to-know rules, and security requirements.At ILTACON, see what it makes possible. Spend the week with us and leave with a clear path from your first use case to firmwide advantage.Build your weekClick "Register Now" above to reserve your seats for a roundtable or click here to book a demo.Book a 1:1 demoBook 25 minutes with our team and see how Firm AI fits your firm. The most-requested demos:Celeste for the Firm Intapp Celeste — Firm AI that understands your firm’s data, acts inside your governance, and gets real work done across conflicts, compliance, time, and business development.Compliance with Celeste — clear conflicts and onboard new business faster, with client obligations enforced across the matter lifecycle.DealCloud with Celeste — make firmwide relationships, activity, and market intelligence one source of truth, so teams pitch sharper and win more work.Time with Celeste — From timekeeping to profitability intelligence — Time with Celeste. Time becomes the data layer behind sharper pricing, staffing, and realization decisions — captured automatically, governed by billing rules, and turned into the insights firm leadership runs on.Walls for AI and Intapp Workspaces with Celeste are available on request.Slots are limited and the calendar fills before the show. Click here to book time now rather than on the floor.Hosted roundtables: breakfast and lunchIntapp hosts focused, hour-long working sessions each morning and midday on a single topic, designed for candid discussion among peers. Seats are limited and fill quickly.Scale AI without scaling risk.Walls for AISpeaker: Simran Shah, Senior Product Manager, Intapp Sponsor: HarveyMon, Aug 24, 7:30–8:30 a.m.Ethical walls built for AI — so you can expand without exposing client confidences. Hear how firms are moving fast and staying safe.Agentic compliance at the speed of new business.Compliance with Celeste — Conflicts, Intake, and TermsSponsor: Helm360Speakers: Marie-Claire O'Reilly, Senior Client Experience Director, Intapp, Alexa Pothier, Senior Growth Director, Intapp, and Bim Dave, CEO, Helm360 Mon, Aug 24, 12:30–1:30 p.m. Onboard clients and clear conflicts faster — so your team spends time on work that actually moves the needle.Turn relationships into revenue.DealCloud with CelesteSponsor: HarborSpeakers: Chris Raymond, Practice Group Leader, DealCloud, Intapp, Chris Whitmore, Senior Director, Practice Group Leader, DealCloud, Intapp, and Sarah Happy, Director of Marketing Technology, Harbor Tue, Aug 25, 7:30–8:30 a.m. Relationships, activity, and market intelligence unified — one source of truth your whole firm can act on.Coworker agents in every function of the firm.Celeste for the FirmSpeaker: Kelly Catalane, Managing Director, Applied AI, Intapp and Brandon Eloy, Senior Solutions Engineer, Applied AI, IntappTue, Aug 25, 12:00–1:00 p.m. Repeat: Wed, Aug 26, 7:30–8:30 a.m.See leading firms deploy agentic AI across every practice — inside the ethical walls that already protect them.Engagement economics, sharpened in real time.Time with CelesteSponsor: EpiqSpeaker: Ken Houseman, VP, GM Time, Intapp, David Robinson, Director, Solution Architecture, Epiq, and Sharon Scenna, Senior Solution Management Director, IntappWed, Aug 26, 12:00–1:00 p.m. Know which engagements actually make money — with time captured automatically and validated against billing rules, so leaders see exactly where the margin is.At the top of this page, click "Register Now" to reserve your roundtable seats.

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Conference

Alternative Legal Management 2026

  • Legal
The legal sector’s most senior leaders gather once a year to exchange what’s actually working — and what isn’t. Alternative Legal Management brings together managing partners, CEOs, CFOs, and COOs from mid-tier UK law firms for an invitation-only programme of content-driven sessions and peer-led roundtables at Wyboston Lakes Resort, Bedfordshire. Intapp is a sponsor of Alternative Legal Management 2026. Visit our stand to see how Intapp Celeste is helping law firms work smarter — connecting people, knowledge, and client relationships across the firm.

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Virtual

Time with Celeste: First Look

Most firms track time. The best firms act on it.Join us on September 15 for a first look at how Intapp Time with Celeste closes that gap — from automatic time capture through billing compliance to engagement economics that compound over time.In this session, you’ll see live demonstrations of new capabilities organized around three outcomes: capturing time effortlessly, protecting earned revenue, and sharpening profitability decisions. You’ll also hear what’s coming next on the roadmap.Whether you’re already using Intapp Time or evaluating your options, this session will show you what Firm AI looks like when it's built into the revenue workflow, not layered on top of it.

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