Blog

January 19, 2025

Navigating year-end billing challenges: How Intapp Billstream helps you invoice and get paid faster

Legal
Intapp Billstream

With Intapp Billstream, your firm can transform prebilling from a painful process to a strategic function. You can streamline the close of each financial period by reducing invoice preparation time from weeks to days — decreasing billing disputes and quickly converting WIP into realized revenue.

January 16, 2025

Best practices for conflict management for consulting

Consulting
Intapp Conflicts

Jey Purushotham

Practice Group Leader – Risk & Compliance

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.

January 16, 2025

Key steps to take before migrating Intapp Time to the cloud

Legal
Intapp Time

This article discusses the key steps to take before migrating Intapp Time to the cloud.

January 8, 2025

Enhancing client value with Intapp DealCloud: The future of investment banking technology

Investment Banking
Intapp DealCloud

Emanuel Mesa

Industry Architect

Discover how DealCloud can help your investment bankers strengthen their relationships, uncover new opportunities, and deliver unprecedented client value.

January 7, 2025

What’s next for Australian law firms now that the AML and CTF Amendment Bill 2024 has passed?

Legal
Intapp Conflicts
Intapp Intake

Beginning in 2026, Australian law firms will be subject to new legal requirements relating to anti-money-laundering (AML) compliance. Below we look at what’s changed and […]

January 5, 2025

How investment bankers can exceed rising client expectations

Investment Banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

In the investment banking industry, client expectations are higher than ever, and bankers are struggling to keep up. While deal activity is strong, the traditional […]

January 2, 2025

Looking for true client intelligence? Consider retiring your generic CRM.

Financial Services
Professional Services
Intapp DealCloud

Kelly Catalane

Enterprise Account Director

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

January 2, 2025

Understanding reciprocity and optimizing coverage in private capital markets

Financial Services
Private capital
Intapp DealCloud

Raphael Sacks

Senior Value Engineer, Business Value Advisory

During a recent workshop with a major investment bank evaluating our Intapp DealCloud deal and relationship management platform, a managing director identified a key strategic […]

December 31, 2024

Accounting in 2025 and beyond: How private equity and tech are reshaping the industry

Accounting

The accounting profession is experiencing an unprecedented transformation driven by two major trends: the surge of private equity (PE) investment and the evolution of compliance […]

December 31, 2024

4 tips to prepare your firm for Intapp DealCloud product releases

Intapp DealCloud

As an Intapp DealCloud solution owner, your firm relies on you to guide users through our quarterly product releases. That means you need to understand […]

December 22, 2024

How corporate development teams can tighten workflows with deal management software

Corporate Development
Intapp DealCloud

Bill Medlock

Vice President, Corporate Sales

As your corporate development team takes on more deals and strategic opportunities, your team needs a solution that can keep up with the growing workload. […]

December 20, 2024

4 steps to optimize your corporate development pipeline

Corporate Development
Intapp DealCloud

Emily Somma

Industry Cloud Architect

For corporate development teams, an optimized pipeline is the backbone of strategic growth. But optimizing your pipeline requires efficient sourcing, precise evaluations, quick approvals, and […]

December 19, 2024

Support your accounting firm’s M&A journey with a centralized, scalable DMS

Accounting
Intapp Documents
Intapp Workspaces

The accounting industry is undergoing a major transformation due to multiple factors, from evolving regulations to advancements in AI technology. But perhaps the biggest factor […]

December 16, 2024

Help M&A teams boost efficiency and profitability with industry-specific AI

Financial Services
Professional Services
Intapp DealCloud

Over the last 2 years, interest in generative AI has skyrocketed thanks to the launch of AI tools like ChatGPT and Microsoft Copilot. Professionals and […]

December 10, 2024

Increase corporate banking market share and improve intra-CIB collaboration

Investment Banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

Corporate banking, sometimes referred to as wholesale banking, occupies a large but often poorly understood corner of the financial services industry. Corporate banking — which […]

December 6, 2024

How to securely use Microsoft Copilot at your law firm

Legal
Intapp Walls

As law firms continue to transform their workflows and technology in an effort to become more efficient, many are adopting Microsoft Copilot. Yet while Microsoft […]

November 25, 2024

3 reasons you should enroll in Intapp University

Industry-recognized certifications, simpler onboarding, and faster ROI: Yours at Intapp University If you’ve recently purchased or implemented a solution by Intapp — welcome! To help […]

November 25, 2024

3 ways to increase user adoption: Tips from Intapp client success stories

Financial Services

For financial services firms, selecting and implementing a new technology solution is usually a resource-intensive endeavor. Stakeholders are typically under pressure to get a fast […]

November 19, 2024

Enhanced user experience enabled with latest Intapp DealCloud updates

Intapp DealCloud

With the updates in the 2411 Europa product release, Intapp DealCloud users have gained several new features that will save them time by bringing DealCloud […]

November 18, 2024

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

Private capital
Intapp DealCloud

Michael Hoyt

Product Manager
Susan Cobb

Senior Product Manager

For private equity and venture capital firms, finding the best deals requires working faster and smarter than the competition. The right tech can make all […]

November 15, 2024

3 strategies for effective change management at your firm

Large-scale, firmwide change can be triggered by organizational or leadership changes, a decision to expand firm offerings, or a need for updated technology. No matter […]

November 14, 2024

Aligning your accounting firm’s tech investments with private equity trends

Accounting
Private capital
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Private equity firms are increasingly recognizing accounting firms as attractive investments, offering steady revenue streams and growth potential.

October 31, 2024

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

Legal
Intapp Intake

Cindy Mundow

Practice Group Leader, Risk & Compliance
Yelena Chervinsky

Director of Risk Consulting

How international law firms can simplify AML and know-your-client (KYC) compliance with a single framework Do any of these situations apply to your law firm? […]

October 28, 2024

5 ways to prepare for the AICPA’s new quality management standards

Accounting

Jey Purushotham

Practice Group Leader – Risk & Compliance

The American Institute of Certified Public Accountants (AICPA) has issued four new quality management and risk assessment standards for auditing private companies. These standards will […]

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Navigating year-end billing challenges: How Intapp Billstream helps you invoice and get paid faster

Best practices for conflict management for consulting

Key steps to take before migrating Intapp Time to the cloud

Enhancing client value with Intapp DealCloud: The future of investment banking technology

What’s next for Australian law firms now that the AML and CTF Amendment Bill 2024 has passed?

How investment bankers can exceed rising client expectations

Looking for true client intelligence? Consider retiring your generic CRM.

Understanding reciprocity and optimizing coverage in private capital markets

Accounting in 2025 and beyond: How private equity and tech are reshaping the industry

4 tips to prepare your firm for Intapp DealCloud product releases

How corporate development teams can tighten workflows with deal management software

4 steps to optimize your corporate development pipeline

Support your accounting firm’s M&A journey with a centralized, scalable DMS

Help M&A teams boost efficiency and profitability with industry-specific AI

Increase corporate banking market share and improve intra-CIB collaboration

How to securely use Microsoft Copilot at your law firm

3 reasons you should enroll in Intapp University

3 ways to increase user adoption: Tips from Intapp client success stories

Enhanced user experience enabled with latest Intapp DealCloud updates

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

3 strategies for effective change management at your firm

Aligning your accounting firm’s tech investments with private equity trends

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

5 ways to prepare for the AICPA’s new quality management standards

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