Meet our May Intapp Hero: Joe Call

Joe Call, a Mobile Design Lead based in Illinois, is our May Intapp Hero! He is recognized for his incredible collaboration skills and his willingness to always step in and step up.

The need for speed: Help your transaction advisory teams stay competitive in today’s fast-paced market (and discover why even the best CRM software for accounting isn't enough)

Even the best CRM software for accounting firms isn’t enough to support transaction advisory teams when managing client relationships in accounting. Here are three ways that DealCloud can empower your professionals to improve sales deal velocity and fuel’s your firm’s success.

Buy versus build: Factors to consider when selecting a document management system for your accounting firm

Why U.S. law firms should voluntarily implement anti-money laundering processes

For U.S. law firms, implementing anti-money laundering (AML) and Know Your Client (KYC) processes provides several benefits, helps you avoid significant risks, and is easy to carry out with the right technology.

How an Am Law 200 law firm future-proofed its business through cloud migration

Learn how one Am 200 law firm’s investment in Intapp Risk & Compliance cloud software helped drive technology-led change through cloud migration.

Meet our April Intapp Heroes: Vivienne Calvert and Mahmoud Dakkak

We’re excited to recognize Vivienne Calvert and Mahmoud Dakkak as our April Intapp Heroes! Based in Australia, Calvert and Dakkak are Senior Support Engineers who provide extraordinary effort and expertise when supporting our clients.

Reclaim your time: 5 ways your firm can prevent revenue leakage with time tracking software

Discover how you can work smarter — and increase profits — with time tracking software for accountants and consultants. Here are the top 5 ways inaccurate timekeeping leads to revenue leakage, or unintended loss of revenue.

Ultimate guide to Intapp Workspaces: Law firm collaboration software for Microsoft Teams

Discover how your law firm can employ law firm collaboration software with Intapp Workspaces, which optimizes Microsoft Teams to meet the unique workflow needs, regulatory requirements, and user experience requirements of law firms.

Influx of new business gives accounting firms an opportunity to redesign risk management

An influx of new business has given accounting firms an opportunity to redesign their risk management processes and adopt defined processes that run the new business through thoughtfully chosen risk metrics.

Don't stop at Microsoft Teams: Take the next step in accounting and consulting firm software

Accounting and consulting firms that optimize Microsoft Teams and related Microsoft 365 tools increase their productivity, profitability, and success — and each incremental stage of evolution in accounting and consulting firm software brings further benefits.

Meet Grace Williams, Client Success Manager at DealCloud

Grace Williams, a former intern, now serves as the Client Success Manager for DealCloud. Learn how she was able to thrive in her new role, and discover what advice she has for others looking to enter the workforce.

Meet our March Intapp Hero: Cindy Mundow

We’re excited to recognize Cindy Mundow as our March Intapp Hero! Mundow, a Sales Engineer based in Ireland, is recognized for her wealth of product and industry knowledge, and for always going above and beyond to support her colleagues and clients.

Taking the pulse of legal CIOs: What are their top technology priorities for 2023?

Law firm CIOs are helping their firms understand and embrace technologies to drive better insights, support more data-informed decision making, enable modern collaboration, and provide better service to clients. Here are their top 6 technology priorities for 2023.

How clients of accounting firms benefit from more precise time tracking

Precise time tracking for accountants is a key best practice. But when researching timekeeping products, accounting firms often forget to consider the most important stakeholder: their clients. Learn how the right timekeeping technology can provide the transparency and support your clients need.

Microsoft and Intapp: Document management for accountants

Document management systems for accounting firms are crucial for client success. Since most accounting firms already use Microsoft 365 apps, it only makes sense to leverage the platform to support document management for accountants. Intapp Documents can ease this process.

Best practices for conflict management for consulting

Read our Q&A with Jey Purushotham of Intapp to learn best practices for conflict management for consulting. Discover how risk management software for consulting firms can help you build a more reliable conflicts clearance process.

Intapp Workspaces for legal: Improving document management, security, compliance, and user adoption in Microsoft Teams with firm collaboration software integration

Law firm collaboration software helps legal teams achieve a 360-degree view of matter management. Combining Intapp Workspaces with Microsoft Teams improves document management, strengthens security, automates protocols for compliance, and helps increase user confidence and adoption.

The industry cloud: Driving technology-led change at financial and professional services firms

To gain and retain competitive advantage, fast-moving firms are catching the next wave in enterprise software: industry-specific solutions that combine domain expertise with modern technology.

Breaking down data silos: 5 key benefits for professional and financial services firms

For professional and financial services firms, removing data silos is critical in today’s marketplace. By integrating organizational data, firms can gain more holistic views of their performance, make more informed decisions, identify areas for improvement, and respond quickly to changes in the market.

Top 3 tech trends of 2023 to help promote document control for consultants

As consulting firms seek to address current and emerging industry trends, it’s important that they choose collaborative technology that offers document control for consultants. Here are the three biggest technology trends firms should keep in mind when selecting a new document management solution.

Meet our February Intapp Employee Hero: Mike Coss

We’re excited to recognize Mike Coss as our February Intapp Hero. Coss, a Manager of Managed Services at DealCloud, is based in Charlotte, North Carolina, and is recognized for supporting his colleagues and community, advocating for clients, and putting thought and effort into everything he does.