Blog

Blog

January 13, 2026

Planning your firm’s CRM transformation (without the heavy lift)

Legal
Intapp DealCloud

Discover how firms skip custom CRM builds and activate a preconfigured, legal-specific blueprint to modernize faster and scale over time

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December 22, 2025

Consulting firms are rethinking conflicts management to scale with confidence

Consulting
Intapp Conflicts

As consulting firms grow through M&A and private equity investment, conflicts management is becoming a strategic growth capability. Learn how AI and automation help firms reduce risk and onboard clients faster.

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December 22, 2025

The cloud migration imperative: Moving your compliance operations forward

Legal
Intapp Conflicts
Intapp Intake
Intapp Terms

Brad Sidwell

Client Technology Strategist
Alexa Pothier

Senior Client Experience Director
James Edwards

Senior Director, Compliance Delivery

See why cloud migration is now essential for modern compliance and how new AI powered capabilities help firms reduce risk and onboard clients faster.

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December 19, 2025

Building the connected compliance stack: Technology infrastructure for modern risk management

Accounting
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Maria Volokh

Practice Group Leader, Accounting and Consulting

See how Intapp’s integrated compliance technology transforms audit risk management. Connect business development to intake, conflicts, and independence monitoring — all with AI-powered analytics for forward-looking insights.

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December 16, 2025

How to budget strategically for a modern, AI-powered CRM: Making the case for change

Jon Brewer

Senior PS DealCloud Growth Director

Law firm leaders readily invest millions in talent, lateral growth, and new markets. But CRM investment? That’s where the hesitation creeps in. Not because firms […]

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December 9, 2025

Strategic portfolio management: How top firms are rethinking client risk

Maria Volokh

Practice Group Leader, Accounting and Consulting

Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies and SQM […]

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December 9, 2025

What are spreadsheets costing you?

Brandon Eloy

Practice Group Leader, DealCloud

How hidden inefficiencies slow your firm’s growth, delay deals, and stall service delivery Spreadsheets used to stand for efficiency. They offered familiarity, flexibility, and control […]

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December 5, 2025

Webinar recap: How private equity and AI are reshaping accounting firms

Recently, Accounting Today hosted an in-depth panel discussion featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today). The session […]

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December 4, 2025

Law firm CRM adoption: Why firms struggle and how to fix it

Christopher Raymond

Practice Group Leader - DealCloud

Law firms know they need to modernize. Yet despite investing millions in technology, many still struggle to drive meaningful adoption. The problem isn’t that lawyers […]

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December 3, 2025

Beyond engagement reviews: How SQM audit requirements are transforming quality control

Maria Volokh

Practice Group Leader, Accounting and Consulting

Regulators have fundamentally changed how they conduct audit inspections. For decades, inspections zeroed in on individual engagements — the audit files, the testing, and the […]

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November 26, 2025

Five-year study uncovers remarkably consistent wallet-share gains among investment banks investing in vertical-specific technology

Brian Bissonette

Industry Principal, Investment Banking
Raphael Sacks

Senior Value Engineer, Business Value Advisory

Trusted by more than 1,700 financial services institutions, Intapp has a broad view into how leading investment banks (IBs) are leveraging technology to stay competitive regardless […]

November 18, 2025

Unauthorized AI in law firms: the silent threat to client trust

How secure, stateless timekeeping tech restores control and compliance Your associates are already using AI. The question isn’t whether artificial intelligence has arrived at your […]

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November 13, 2025

Streamlining confidential information management with Intapp Walls

In financial services, confidentiality isn’t just important — it’s everything. Managing information barriers and protecting sensitive client information has traditionally meant navigating complex systems, manual […]

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November 13, 2025

Six months from now, will your firm still be catching up?

Why now is the moment to modernize your compliance tech stack Six months from now your peers and competitors won’t still be evaluating their compliance […]

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November 13, 2025

Start small, scale smart: A beginner’s guide to Intapp DealCloud automations

Intapp DealCloud’s automations feature makes deal flow and data management simple. With outcome- or action-based triggers, the automations feature is built to reduce administrative burden […]

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November 11, 2025

The audit quality reckoning: The true costs of audit deficiencies for accounting firms

Maria Volokh

Practice Group Leader, Accounting and Consulting

Audit quality failures don’t only lead to regulatory fines — they also destroy client relationships, damage firm reputations, and cost millions in revenue loss. And […]

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November 10, 2025

AI enablement: Setting your firm up for success

Quinn Caswell

Value Engineer, Business Value Advisory

AI is no longer a boardroom buzzword — it’s here and it’s moving fast. Executives across industries are looking to innovations in AI to improve […]

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November 5, 2025

LP Tech Summit: AI, Secondaries, and the Next Frontier of LP Efficiency

Chris Palladino

Client Development Director

Recently, the LP Tech Summit brought together leaders from across private markets; LPs, GPs, data vendors, and infrastructure providers to talk about how technology is […]

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November 3, 2025

Explore key features of Intapp Time’s Horizon release

Every day, timekeepers lose billable hours they’ll never recover. Not because they didn’t do the work, but because their timekeeping systems make it too difficult […]

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October 31, 2025

Introducing faster, smarter document categorization to Intapp Terms

Law firms can spend countless hours on a critical but time-intensive process: identifying and cataloging client requirements during new business intake. That’s why, way back […]

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October 30, 2025

From control to confidence: Compliance in the cloud

Compliance professionals know that control is everything. But in today’s fast-changing regulatory and AI-driven environment, the very systems once designed to ensure control — on-premises […]

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October 30, 2025

How top accounting and consulting firms turn compliance into a competitive advantage

Samantha Crespi

Director, Value Engineering

One missed conflict of interest can cost a firm millions through lawsuits, regulatory penalties, and reputational damage. The stakes have never been higher — and […]

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October 28, 2025

Key takeaways – Beyond CRM: AI-powered solutions for private markets

Rudy Saad

Global Head of Private Equity & Private Capital Markets
Raphael Sacks

Senior Value Engineer, Business Value Advisory

Beyond CRM: AI-powered solutions for private markets offered valuable insights into how AI and CRM technologies are transforming private capital markets, particularly in areas such […]

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October 23, 2025

What’s really holding firms back from the cloud and why it’s time to move

In a recent Intapp LinkedIn poll, we asked firm leaders a simple question: What’s the biggest factor preventing your firm from moving on-premises software to […]

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