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Beyond Traditional Sourcing: Discovering Opportunities with AI-Driven Origination in Private Capital

Webinar

In this webinar, we’ll move beyond traditional sourcing methods and showcase how Origination, a brand-new AI-powered sourcing capability for DealCloud, transforms and enhances firms’ ability to identify potential deals, investors, and buyers.

Join us as we delve into the current trends and the overall state of private capital markets, providing you with crucial context for your sourcing strategies. We’ll address the persistent challenges of identifying the right opportunities and connections in an increasingly complex landscape.

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Legal trends in EMEA: Strengthen your compliance with smarter solutions 

Webinar

Join us for expert insights from Tamsin Cooper, Head of Risk and Regulatory at Clarion Solicitors Ltd., and Cindy Mundow, Practice Group Leader at Intapp, as they discuss the latest legal trends shaping the EMEA region. We’ll explore the growing importance of thorough information gathering and verification, particularly concerning AML/KYC requirements. They will share best practices and demonstrate how the right risk technology can strengthen your firm’s compliance strategy, helping you stay aligned with evolving regulatory standards across EMEA.

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Missed an event? Watch the On-Demand Webinar!

Webinar

Beyond CRM: Unifying data and AI for unmatched growth

  • Legal
  • Intapp DealCloud
Watch our webinar recording to discover how Intapp DealCloud delivers next-generation data solutions to help your law firm.

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Webinar

Reduce your firm’s risk with a future-proofed compliance technology stack 

  • Legal
  • Intapp Conflicts
  • + 2 more
Professional services firms are facing new risks, including increasing client demands and evolving legal and regulatory requirements. How can your firm effectively respond to current risks while being ready to address future challenges? In this on-demand webinar, “Respond to increasing risk pressure by future-proofing your firm’s compliance technology stack,” you’ll learn how: The right technology can enable your firm to address increasing risks and respond to future unknown risks What your firm should consider when investing in new technology How to overcome any resource constraints in responding to risks

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Webinar

Strengthen law firm compliance with Intapp

  • Legal
  • Intapp Conflicts
  • + 3 more
To stay ahead of their competitors, law firms need to thoroughly analyse and take on new business as fast as possible. But how can firms accelerate new business intake without increasing legal risk? Watch our latest webinar to learn how your law firm can better manage risk and maintain compliance with Intapp technology. Cindy Mundow, Practice Group Leader at Intapp, will showcase Intapp’s legal compliance product line and discuss how these tools can help your teams: Accelerate new business intake Support your firm’s anti-money-laundering process Reduce legal risk in bringing on new business Adhere to clients’ outside counsel guidelines Centralize secure access to sensitive information and enforce permissions Discover how Intapp can help your firm successfully mitigate legal conflicts.

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Webinar

Unlock the hidden value in your firm’s content to drive efficiency and growth

  • Accounting
  • Intapp Collaboration
  • + 1 more
Your accounting firm’s content holds powerful insights and efficiencies that you might be overlooking. But with AI-driven content services, your teams can easily manage, access, and unlock the full value of your content. Explore strategies to enhance content management for accounting firms, improve collaboration, and drive growth. Join our webinar with AAB’s CIO, Lance Fisher.

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Webinar

Intapp DealCloud Ambassador Virtual Series: Release readiness 

  • Intapp DealCloud
On Thursday, November 14, we held our first Intapp DealCloud Ambassador Virtual Series. The panel discussion featured Brendan Carey at Guggenheim Partners and Colin Hannah at The Carlyle Group. They shared how they become aware of, plan for, and train their users around releases. The discussion was led by Heather Brock, Strategic Client Success Manager, and Kaitlin McNeill, Senior Program Manager, on Intapp’s internal release readiness efforts.

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Webinar

Beyond CRM: Unifying data and AI for unmatched growth 

  • Legal
  • Intapp Assist
  • + 1 more
Join fellow tech leaders for an exclusive roundtable on next-generation data solutions for law firms, and discover how Intapp DealCloud’s cutting-edge technologies can help your firm.

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Webinar

Maximize your firm’s year-end revenue potential with Intapp Billstream 

  • Legal
  • Intapp Billstream
As the year-end approaches, is your firm rushing to move work in progress (WIP) through the pre-billing process before the deadline? If so, your billing partners, finance teams, and firm management are likely feeling the stress — and everyone’s probably questioning the need for such a time-consuming process. But it doesn’t have to be this way. On Thursday, November 7, we hosted a prebilling-focused webinar featuring Moe Ban, Director of Financial Systems at Seyfarth Shaw LLP. He shared how Seyfarth Shaw successfully migrated Intapp Billstream to the cloud while simultaneously transitioning their FMS from Elite 3e to Aderant. Shishir Shetty, Vice President of Billstream, also discussed how Intapp Billstream accelerates the prebilling process and enhances revenue across the work-to-cash cycle.

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Webinar

Transform your CRM experience: Unlocking market insights and maximizing ROI with Gain.pro and Intapp DealCloud

  • Financial services
  • Intapp DealCloud
Integrating Gain.pro market intelligence into the Intapp DealCloud CRM gives you real-time insights that enhance deal sourcing and analysis. View the webinar to learn how.

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Webinar

Accelerate your firm’s growth: Migrate Intapp Time to the cloud

  • Legal
  • Intapp Time
Are you interested in learning more about cloud migration? Watch our on-demand webinar, featuring Jeremy Morris, Digital Technology Architect at Clyde & Co.

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Webinar

The strategic challenges in investor reporting for private equity

  • Private capital
  • Intapp DealCloud
Join Intapp and UNTAP for our virtual webinar, “The strategic challenges in investor reporting for private equity.” We’ll explore new ways your private equity firm can increase transparency with investors through Intapp DealCloud — including AI-powered analytics, valuation, and portfolio management tools. A Q&A will follow.

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Webinar

Fulfill and comply: Master client obligations with Intapp Terms

  • Legal
  • Intapp Assist
  • + 1 more
Learn how Intapp Terms, now equipped with Intapp Assist AI, can help you: Remove the guesswork from complying with client terms Generate immediate answers about client commitments directly in Microsoft Teams Save time by reducing menial research and administrative work Expedite business acceptance and boost revenue by integrating compliance with OCGs

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Webinar

Navigating compliance challenges: Leveraging Intapp Walls to address oversharing with Microsoft Copilot

  • Accounting
  • Consulting
  • + 2 more
With the introduction of Microsoft Copilot, firms are starting to apply generative AI to their daily work — but data security remains a concern for many. How can your firm confidently deploy Copilot while preventing oversharing and maintaining client trust? Watch this on-demand webinar to find out. You’ll learn how: Intapp’s partnership with Microsoft can help your firm address these concerns Your firm can use Intapp Walls with Copilot to prevent oversharing Copilot helps your professionals save time on key tasks Intapp Walls complements Microsoft Purview

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Webinar

Unlocking the potential of modern legal work: A Microsoft Teams and Intapp Workspaces exploration

  • Legal
  • Intapp Workspaces
Learn about the future of legal work with Intapp Workspaces and Microsoft Teams leading the way. Experience the seamless integration of real-time collaboration, document co-authoring, and unified matter management. Microsoft Teams is revolutionizing the legal landscape by offering secure client collaboration and efficiency-enhancing tools. Join our webinar, “Unlocking the Potential of Modern Legal Work: A Microsoft Teams and Intapp Workspaces Exploration.” We’ll unveil practical legal scenarios and unveil how to leverage your Microsoft Teams and M365 investment with Intapp Workspaces. Key Points: Unleashing the power of M365 and Microsoft Teams in modern law firms Streamlining matter collaboration with Intapp Workspaces within Microsoft Teams Elevating document collaboration and co-authoring with Teams and your DMS Facilitating real-time client engagement, collaboration, and document sharing Embracing change management and adopting the new paradigm of M365 modern legal work

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Previous events

Showing 57 results
Webinar

Driving growth through efficiency: Intapp’s cloud strategy

  • Legal
  • Intapp Conflicts
  • + 2 more
Applied AI, interoperability, and modern user experiences are driving innovation at Intapp. Join the Intapp Product and Client Experience teams to learn about our cloud strategy and how we’re bringing it to life in Intake, Conflicts, and Terms to help our clients operate more efficiently and drive growth

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Webinar

Enhance Efficiency and Gain a Competitive Edge with Intapp Assist for DealCloud

  • Intapp Assist
  • Intapp DealCloud
Join us for an exclusive webinar where we’ll show you how Intapp Assist for DealCloud integrates powerful AI technology and automation into your firm’s daily workflows. Learn how you can minimize manual tasks and access critical insights within seconds, empowering your team to work smarter and more efficiently.

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Lunch and learn

Intapp Applied AI Deep Dive Tech Briefing

  • Legal
  • Intapp Time
Register now for an exclusive deep dive into Intapp Applied AI. This Lunch and Learn is an opportunity to network with your peers while learning about the philosophy, technology, and practical applications of Intapp’s AI solutions. The session will be led by Intapp’s Field CTO Brad Sidwell and Principal Solutions Consultant Peter Scott.

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Webinar

Preparing for regulatory change: Leveraging data and technology for AML/CTF success

  • Legal
  • Intapp Conflicts
  • + 1 more
Join us to discover how your law firm can use the findings from our latest AML survey to develop its compliance strategy and confidently navigate the impending AML/CTF regulatory changes. This webinar, which will feature an expert panel discussion on the AML and CTF Amendment Bill 2024, will equip you with the knowledge and tools you need to be ready for the new requirements.

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DealCloud Legal Roundtable: Driving proactivity in your client and business development programmes

  • Legal
  • Intapp DealCloud
Intapp is delighted to invite you to an Irish roundtable for marketing and business development leaders looking at how law firms can transition their client and business development programmes from reactive to proactive and from marketing-led to sales-focused. The discussion will be hosted at The Marker Hotel by Jon Brewer, former Chief Marketing Officer at Orrick and immediate past president of the Legal Marketing Association in Europe. Jon now joins us at Intapp as a Senior Growth Director for DealCloud, our client and market intelligence platform, and will be in conversation with law firm leaders to share best practices and industry insights, including perspectives from the broader and financial services industries. The roundtable will be followed by drinks and networking providing an opportunity to continue the conversation and ideas exchange with your peers.

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Lunch and learn

Dublin: Legal risk management roundtable

  • Legal
  • Intapp Conflicts
  • + 2 more
Meet with peers and industry leaders to discuss the latest trends, challenges, and innovations in legal risk management. Enjoy lunch as you connect with your peers and gain valuable insights from Cindy Mundow, Compliance Practice Group Lead, and Marie-Claire Le Houerou, Senior Client Experience Director at Intapp, who will guide an interactive agenda designed to foster discussion, share best practices, and explore cutting-edge solutions for compliance professionals.

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March 2025: Forum of Peers for Conflicts in Investment Banking

  • Investment banking
  • Intapp Conflicts
Join us for our March 2025 Forum of Peers for Conflicts in Investment Banking, a virtual roundtable where you can learn and connect with other industry professionals from around the world. Leading this discussion are Nigel Riley, General Manager of Compliance Solutions at Intapp, and Amanda Tooker, Principal Director of Financial Services at Intapp, who will share their own insights and experiences in the risk space. The Forum of Peers for Conflicts in Investment Banking will take place under the Chatham House Rules to encourage inclusive and open dialogue.

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Webinar

Accounting industry M&A: Navigating independence & compliance in the age of private equity

  • Accounting
  • Intapp Conflicts
  • + 1 more
M&A activity is surging in the accounting industry — but how can your firm successfully navigate the complexities of M&A without slowing down client service delivery? Join our webinar to hear top M&A strategies and best practices from Tom Koehler, Global Managing Principal of Accounting and Consulting at Intapp, Jey Purushotham, Practice Group Leader for Risk and Compliance at Intapp, and industry leader Allan Koltin, CEO of Koltin Consulting Group. Review the latest trends in private equity investment Learn how to overcome independence and compliance challenges Discuss the implications of the “flip” — i.e., the recent trend of accounting firms transitioning from one private equity owner to another, as exemplified by Citrin Cooperman’s ownership transfer from New Mountain Capital to Blackstone Explore the needs of firms not pursuing private equity investment

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Webinar

Beyond CRM: Unifying data and AI for unmatched growth

  • Legal
  • Intapp DealCloud
Join your fellow tech leaders for an exclusive webinar to discover how Intapp DealCloud delivers next-generation data solutions to help your law firm.

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You’re invited: Intapp + DCM Insights Activator Retreat in London

  • Legal
  • Intapp DealCloud
Please join Intapp and DCM Insights on 29 April for the Activator Executive Retreat in London.

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Look to the future with Intapp DealCloud

  • Accounting
  • Consulting
  • + 3 more
Join our program and networking lunch to learn about the upcoming DealCloud release and new capabilities. You’ll also get an exclusive preview of major roadmap themes and features planned for 2025, and learn how DealCloud is positioned to serve new industry use cases in the future.

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How Intapp is investing in your journey to the cloud

  • Legal
  • Intapp Billstream
  • + 4 more
Join our technical briefing to learn how Intapp’s approach to the cloud and AI lets law firms improve operational efficiency and securely scale business.

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