On March 25, 2021, Intapp and Fireman & Company hosted “Creating the Connected Firm: Why Experience Matters,” the first in a series of industry roundtable discussions. Kieron Champion, Managing Director at Fireman & Company, and Gareth Thomas, Practice Group Leader at Intapp, explored the importance of building a connected firm, hiring the right people, and adopting strong governance, processes, and technology. When attendees were polled about how easy it was for their firms to find and connect with colleagues beyond their immediate personal networks, most attendees ranked their firms in the middle of the pack. The majority of attendees also…

  Kyle Washington, our latest  Intapp Hero honoree, is a Solution Architect who joined our Intapp family last year.   As a member of the Relationships Champions team, Washington frequently steps up to help his team create or improve processes, taking on a lot of the work himself and leading projects that may arise. Washington is always willing to identify or resolve issues for clients, even those he is not assigned to, and readily provides assistance and guidance to team members in need of help.   “Kyle has worked tirelessly across the organization to help ensure client satisfaction for relationships, deployments, and upgrades,” said Kyle Bourne, Implementation Manager at Intapp. “When several unforeseen issues popped up for during various clients’ projects, Kyle quickly escalated and worked with our engineering team to resolve all the…

The Strategy Sphere podcast — brought to you by Intapp — features interviews with leading experts in academia, innovation, and business. Our hosts are Lavinia Calvert, who leads the global marketing and business development solutions business at Intapp, and Deborah Farone, a marketing strategy consultant and author. In each episode, Calvert and Farone explore today’s world of professional services marketing, leadership, innovation, and education. Listen and subscribe on Apple Podcasts, Spotify, and Stitcher. In episode thirteen of Season One, Calvert and Farone spoke with David Lubars, Chief Creative Officer of BBDO Worldwide and Chairman of BBDO North America, often…

As local and global laws and regulations evolve, the risk landscape has become a moving target. Firms need to continuously update processes to keep up with these changes, as well as those related to outside counsel guidelines (OCGs) and other client mandates. According to a recent International Legal Technology Association (ILTA) survey, 33% of firms are considering moving to the cloud, which could help risk and compliance teams better address these very pressing issues. Check out five of the most important advantages you should keep top of mind when purchasing your next cloud-based risk and compliance suite, and learn how…

Before Warrick McDowell joined OnePlace in 2017 as a technical lead, he and his manager discussed McDowell’s goal of becoming an engineering manager. McDowell’s manager supported his ambition and eventually gave McDowell more people-management responsibilities in addition to his technical work. After Intapp acquired OnePlace in 2019, McDowell continued to find support toward his career pursuits. “My manager and I created a growth path for the next 6 to 9 months, when more product groups will come under my manager’s guidance,” McDowell said. “I’ll be able to start owning the responsibilities of managing a product group. My HR business partner…

The Strategy Sphere podcast — brought to you by Intapp — features interviews with leading experts in academia, innovation, and business. Our hosts are Lavinia Calvert, who leads the global marketing and business development solutions business at Intapp, and Deborah Farone, a marketing strategy consultant and author. In each episode, Calvert and Farone explore today’s world of professional services marketing, leadership, innovation, and education. Listen and subscribe on Apple Podcasts, Spotify, and Stitcher. In episode twelve of Season One, Calvert and Farone spoke with Professor Scott Westfahl, Director of Harvard Law School’s Executive Education Program. Westfahl also teaches courses…

On March 3, members of the Legal Value Network attended the Legal Pricing and Practice Management (LPPM) Virtual Summit to discuss the results of the inaugural LPPM Survey produced with Blickstein Group in collaboration with Intapp. The webinar explored the many challenges professional services firms face, including change management, data and solution silos, and scalability. Read on for some of the top takeaways from each breakout session, and learn how OnePlace Operations & Finance can give your firm a competitive advantage. (The event was convened under the Chatham House Rule, which allows us to share relevant information without revealing speakers’ identities.) Address…

The Software Report (March 16, 2021) – The Software Report is pleased to announce The Top 25 Software Sales Executives of 2021. These exceptional individuals play the critical role of ensuring their companies have optimal sales strategies and processes in place while implementing effective execution. They recruit key team members and oversee well-orchestrated plans to meet and exceed revenue targets. Without them, organizations would struggle to keep afloat. They are the gatekeepers to sustained cash flow. The awardees of 2021 were selected based on a thorough review of hundreds of nomination submissions and a close evaluation of each nominee’s drive,…

The 2019 Legal Value Network survey revealed that the second-biggest challenge for firms is meeting client demands for value while still hitting profit targets. Efficient, connected business acceptance processes can improve communications, from early conversations, pitches, and proposals through intake and conflicts clearance. Unfortunately, numerous factors — including human error due to manual intake, pricing, and risk identification procedures — often prevent business acceptance processes from flowing smoothly. Perhaps the biggest business acceptance hurdle is a lack of visibility into matter requirements and client goals early in the client matter lifecycle. To alleviate this issue, many firms are investing in…

The Strategy Sphere podcast — brought to you by Intapp — features interviews with leading experts in academia, innovation, and business. Our hosts are Lavinia Calvert, who leads the global marketing and business development solutions business at Intapp, and Deborah Farone, a marketing strategy consultant and author. In each episode, Calvert and Farone explore today’s world of professional services marketing, leadership, innovation, and education. Listen and subscribe on Apple Podcasts, Spotify, and Stitcher. In episode 11 of Season One, Calvert and Farone spoke with Patrice Tanaka, Chief Joy Officer of Joyful Planet.   Next to the day you were born, Tanaka believes that the day you articulate your life’s purpose…

On March 3, members of the Legal Value Network attended the Legal Pricing and Practice Management (LPPM) 2021 Virtual Summit. During this online event, participants discussed the results of the LPPM Survey and Legal Department Operations (LDO) Survey, which highlighted the differences in client communications and ongoing representations. According to the LDO survey, nearly 60% of clients have terminated a law firm because the firm ignored instructions or billing guidelines. Although some clients may choose to direct directly voice their displeasure with firms disregarding their directives, most clients don’t communicate to law firms that they’re on the verge of being…

Due to anxiety surrounding potential conflicts of interest, large accounting firms are preparing to separate their audit and non-audit practices, and spin off their restructuring businesses. As with any restructuring transaction, it will be critical for these firms to identify and track the complex and evolving relationships with other parties involved. To meet this significant productivity challenge, firms require purpose-built conflicts management solutions they can effectively and consistently leverage to manage risk and remain compliant without reducing productivity or returns. Today, many firms involved in debt restructuring, business recovery planning, and bankruptcy consulting often conduct manual checks across hundreds of…

On March 4, Intapp collaborated with Profitable Ideas Exchange (PIE) to host a virtual roundtable with risk leaders from accounting and consulting firms. The event — hosted by Nigel Riley, General Manager of Risk and Compliance Solutions at Intapp, and Warren Knowles, Senior Director for Product Management at Intapp — focused on how the COVID-19 pandemic affects client relationships, and how firms can best assess risk during this unprecedented time. As discussed during the roundtable, more and more firms are realizing just how much of an impact their risk assessments have on profitability. Failing to identify all potential risks may…