Intapp: Manage AML and CDD with OnePlace Risk and Compliance

The ability to streamline anti-money-laundering (AML) and customer due diligence (CDD) management can revolutionise the way professional services firms evaluate their clients for financial, professional, and strategic risk.

Intapp webinar: OnePlace Marketing & Business Development Solution overview – Partners and professionals are like pilots

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work effectively.

Intapp: Three steps to deploying a connected firm strategy

As clients continually increase their requirements for billing, pricing, staffing, and other business practices, firms face the imperative of better connecting their people, processes, and data to meet client expectations.

Intapp: Ensuring billing compliance and accurate timekeeping with AI

To maintain strong client relationships, firms must ensure that they comply with all billing and outside counsel guidelines (OCGs); however, following through with these agreements can prove difficult, and numerous firms have lost clients as a result.

Intapp: Streamlining AML and CDD management

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation.

Intapp webinar: OnePlace marketing and business development solution overview – Partners and professionals are like pilots

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way.

Intapp: Improving profitability management with AI-based data-management technology

Clients’ demands for transparency and cost certainty have driven many professional services firms to reconsider the ways they approach legal service delivery. Firms are training associates not only to better understand pricing and resourcing for profitability, but also to support client goals and learn how to craft fee arrangements that meet client objectives.

Benefits of leveraging Intapp AI-based technology

Intapp recently hosted a Legal Week session with Jill Nelson, Senior Director of OnePlace Operations & Finance at Intapp, and Sharon Scenna, Senior Solutions Management Director for OnePlace Operation & Finance at Intapp.

Three steps to deploying connected firm strategy

As clients continually increase their requirements for billing, pricing, staffing, and other business practices, firms face the imperative of better connecting their people, processes, and data to meet client expectations.

Intapp webinar: Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong

Join us to learn how OnePlace for Marketing & Business Development, a purpose-built modern platform, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies.