Upcoming events

Showing 10 results
Thursday, March 12, 2026

How leading law firms power growth with DealCloud

Virtual
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.
March 23 - 26, 2026

Legal Transformation Summit 2026

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.

Tuesday, March 24, 2026

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

In person
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.  
Wednesday, March 25, 2026

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

In person
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.
Thursday, March 26, 2026

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

In person
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.
Tuesday, April 7, 2026

Intelligence Applied: The next phase of AI in law

Virtual
How agentic 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?
Wednesday, April 8, 2026

Growth, redefined: Governed AI across the engagement lifecycle

Virtual
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. 
Wednesday, April 15, 2026

Reinventing real assets with an AI-powered operating system

Virtual
Reinventing real assets with an AI-powered operating system Real asset firms are navigating a structural shift. In tighter, more complex markets, fragmented systems in disconnected data won’t deliver meaningful AI impact. Firms need a unified, property-centric operating model built for the realities of real estate. The next era of advantage belongs to firms that deploy AI not as a side tool, but as an embedded capability across the real asset lifecycle, powering smarter acquisition, portfolio management, and disposition through connected, property-level data. Intapp is building with leading AI innovators, including Anthropic and Microsoft, to deliver integrated solutions for Real Asset firms.We are proud to announce Celeste, our agentic AI platform purpose-built for real assets that embeds industry expertise directly into your workflows to accelerate sourcing, underwriting, diligence, investor communications, and pricing decisions across the entire real asset lifecycle. Professional-grade firm AI has arrived. Reserve your spot today to learn more on April 15th. 
Thursday, April 16, 2026

The expanding role of AI in investment banking

Virtual
The rise of agentic AI in modern investment banking In investment banking and advisory, the stakes are high. Every mandate won, every risk managed; every deal closed depends on professionals who must move quickly while staying precise.  The next era of advantage belongs to firms that deploy AI not as a side tool, but as an embedded operator across coverage, execution, and fee forecasting. Structural advantage comes from combining advanced AI with deep industry intelligence, embedded directly into the platforms firms already rely on to run their business.  Intapp is proud to announce Celeste, an agentic AI platform that embeds domain expertise into workflows and activates intelligent agents across deals, engagements, and compliance. We’ll also discuss how Intapp is building with leading AI innovators, including Microsoft and Anthropic, to deliver integrated solutions for IB&A firms.Professional-grade firm AI has arrived. Reserve your spot today to learn more on April 16th. 
Wednesday, April 22, 2026

The future of agentic AI across the private equity Lifecycle

Virtual
The future of agentic AI across the private equity lifecycleFrom deal origination and financial modeling to due diligence and risk management, join us to discuss how our most recent launch of Intapp Celeste powers the world’s largest private equity and private capital firms.Rudy Saad, Global Head of Private Equity & Private Capital Markets, and Nikolaus Grefe, AI Practice Group Leader, discuss in a session moderated by Katie Chanana, Client Development Director.Intapp is building with leading AI innovators, including Microsoft, Anthropic, and over 130 other technology and data providers, to deliver integrated solutions for PCM firms. Intapp is the leading provider of integrated Agentic AI solutions to over 1,200 private equity firms globally.Reserve your spot today to see how Agentic AI is transforming the private equity lifecycle.

Previous events

Showing 32 results
Virtual

How firms are using Dispatch to navigate email marketing challenges

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Join Intapp at ILTACON 2025

  • Legal
  • Intapp Billstream
  • + 3 more
Connect with us at ILTACON to discover how our new Applied AI capabilities deliver the real-time insights and intelligence your professionals need to discover new opportunities faster, make smarter decisions, and strengthen critical relationships.

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Virtual

Beyond CRM: AI-powered solutions for private markets

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Webinar

Timekeeping, Transformed: Maximize Firm Profitability and Performance

  • Legal
  • Intapp Time
Join Intapp and Inflection IT 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.

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Virtual

Timekeeping, transformed: Maximize firm profitability and performance

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Virtual

Dan & Jordan Practice

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Official CREtech New York after-party

  • Real assets
Mingle with fellow attendees and dealmakers and keep the energy going long after the show floor closes at the official CREtech after-party.

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Conference

Briefing Marketing and BD Leaders 2025, London

  • Private capital
  • Intapp DealCloud
Intapp is proud to be the Platinum partner of Briefing Marketing and BD Leaders 2025, taking place on 6 November at Wallacespace Spitalfields, London. This premier event brings together senior marketing and business development leaders from across the legal sector to explore how firms can navigate uncertainty, enhance client relationships, and harness the power of generative AI.

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Conference

ILTACON Europe

A one-day, peer-led conference for law-firm and in-house legal technology leaders. It focuses on how firms modernise IT, security, data/AI, and operations—sharing practical lessons from leaders across the legal ecosystem.

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Virtual

How investment banks are winning in a concentrated deal environment

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Conference

Chilli IQ Anti-Money Laundering Forum 2025

  • Intapp Conflicts
  • Intapp DealCloud
  • + 1 more
Intapp are delighted to be the principal partners at this years’ Chilli IQ AML Forum. The one-day forum focused on Australia’s AML/CTF reforms taking effect in 2026, held 19 November 2025 at Pier One Sydney Harbour. Context: The AML/CTF Amendment Bill 2024 expands the regime (incl. tranche-two entities), modernises virtual assets/payments, and simplifies the framework to align with FATF standards; reporting entities expected to grow from ~17,000 to ~90,000. Learning focus areas (highlights): Compliance & governance; regulatory updates; risk assessment; why the new rules matter to enforcement; information-sharing & tipping-off; international standards/FATF. 14:45 – 15:30 p.m. Samia Rauf, director and segment lead for APAC Legal and UK/EMEA Pursuit, alongside Jeremy Moller, senior advisor – risk advisory, will deliver a session titled From Policy to Process: Turning AML Compliance into a Competitive Advantage.

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Conference

ACG Charlotte Deal Crawl

  • Investment banking
  • Private capital
  • + 1 more
Intapp is proud to sponsor the 12th annual ACG Charlotte Deal Crawl, taking place 19–20 November 2025 in the Queen City. This flagship event brings together leading middle-market professionals — including private equity investors, investment bankers, and advisors — for two days of high-impact networking, dealmaking, and insights. From the opening reception at Bank of America Stadium to a full day of sessions and 1-on-1 meetings, Deal Crawl remains one of the premier forums for fostering connections and driving growth across the M&A community.

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Apprehension, opportunity, and the future: Private equity in accounting

  • Accounting
Private equity is reshaping the accounting profession, fueling growth and modernization while also creating change management challenges. Join us at Accounting Today’s PE Summit for a special session featuring Intapp’s Global Managing Principal for Accounting and Consulting, Tom Koehler, and Grant Thornton Advisors CEO Jim Peko. Drawing from joint survey data from Accounting Today and Intapp, they’ll explore the impact that private equity-fueled growth can have on a firm’s cultural and structural dynamics. You’ll also hear strategies on how to successfully turn private equity into a catalyst for growth. Jim Peko will share his firsthand experience leading his firm through a private equity transformation, while Tom Koehler will offer his unique insights and experience powering transformation at leading global firms.

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In person

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

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In person

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

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In person

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

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In person

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

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In person

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

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In person

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

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In person

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

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In person

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

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Virtual

DealCloud for private capital markets

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Virtual

DealCloud for investment banking

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Conference

Intapp Amplify 2026 – New York

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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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 Philadelphia: Maximize the value of your cloud compliance solutions

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In person

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

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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 New York: Maximize the value of your cloud compliance solutions

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In person

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

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In person

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

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