Blog

Blog

December 16, 2025

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

Legal
Intapp DealCloud

Generic CRMs cost law firms more than they realize. Learn how modern, AI-powered CRM budgeting protects revenue and loyalty while fueling firm growth.

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December 9, 2025

What are spreadsheets costing you?

Accounting
Intapp DealCloud

Brandon Eloy

Practice Group Leader, DealCloud

Spreadsheets slow your firm down. Discover how you can improve collaboration and results using a modern deal management platform with CRM visibility for growth.

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December 4, 2025

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

Legal
Intapp DealCloud

Christopher Raymond

Practice Group Leader - DealCloud

Discover why law firms struggle with CRM adoption and how AI-powered solutions like Intapp DealCloud help modernize client relationship management.

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November 26, 2025

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

Investment banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking
Raphael Sacks

Senior Value Engineer, Business Value Advisory

Research shows investment banks using vertical-specific technology like DealCloud consistently increased wallet share and outperformed peers.

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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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 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 7, 2025

Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards

Rudy Saad

Global Head of Private Equity & Private Capital Markets

DealCloud’s AI-driven deal and pipeline management capabilities recognized forexcellence among service providers in the private equity market Palo Alto, Calif., November 7, 2025 — Intapp (NASDAQ: […]

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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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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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September 23, 2025

Intapp + Lexsoft: bringing innovative technology to Europe and Latin America

Intapp has partnered with Lexsoft to expand its sales and implementation presence across Europe and Latin America. Lexsoft has deep expertise in legal technology and […]

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September 23, 2025

AI in private capital markets: how firms accelerate dealmaking with Intapp DealCloud

Why AI matters in private capital markets Private capital markets face intense competition, compressed timelines, and rising investor expectations. Many firms still rely on spreadsheets […]

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September 23, 2025

AI-powered sourcing: giving PCM firms the edge in deal origination

Private capital markets (PCM) firms face an increasingly competitive landscape. High-value opportunities are scarce, manual research is slow, and critical relationship data is often siloed. […]

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September 22, 2025

The essential CRM features driving success in investment banking

In investment banking, client relationships and deal pipelines move fast. Success hinges on capturing intelligence, reducing compliance risk, and making sure every banker has access […]

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September 17, 2025

Rescue your data from silos and unlock the value of your client relationships

The hidden threat towards your firm’s most valuable asset Professional services firms often declare that relationships are their greatest asset. Yet walk into any accounting […]

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September 16, 2025

Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation

Rudy Saad

Global Head of Private Equity & Private Capital Markets

Private equity firm will modernize pipeline and relationship management with Intapp PALO ALTO, Calif. — September 16, 2025 — Intapp (NASDAQ: INTA), a leading global provider of […]

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September 10, 2025

RPA + AI: How your accounting firm can drive growth through automation

As competition intensifies and clients demand faster, more accurate service, your accounting firm can’t afford to rely on inefficient manual processes. To stay ahead, forward-thinking […]

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September 9, 2025

Institutional Real Estate, Inc. – Overcoming barriers: AI’s transformative role in real estate

Frank Spadafora

Industry Principal, Real Estate

Frank Spadafora, Intapp’s Industry Principal for Real Estate, contributed an article to Institutional Real Estate, Inc. on the potential impact of AI across the real […]

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August 25, 2025

Institutional Real Estate, Inc. – Data-centric foundation: The real challenge isn’t developing the technology but evolving the human culture behind it and building leadership

Frank Spadafora

Industry Principal, Real Estate

Institutional Real Estate, Inc. editor Andrea Zander wrote an article on unlocking the potential of GenAI in the real estate sector that features thoughts from […]

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June 30, 2025

Best practices for selecting a financial services CRM through an RFP process

Raphael Sacks

Senior Value Engineer, Business Value Advisory

For private capital markets seeking to modernize deal and relationship management, choosing the right CRM platform is a high-stakes decision. But how do you evaluate […]

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June 18, 2025

Intapp announces collaboration with Snowflake for enhanced analytics and industry insights

Erin Guinan

General Manager, DealCloud

Joint clients can now unify data and apply analytics that inform deal-related decision-making and improve business outcomes PALO ALTO, Calif. — June 18, 2025 — Intapp (NASDAQ: […]

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June 4, 2025

Slow fundraising, increasing competition, and siloed data: Solving for today’s private capital advisory challenges

Brian Bissonette

Industry Principal, Investment Banking

Building a thriving private capital advisory practice has become more challenging than ever. Meeting GP and LP expectations is tricky, with advisors often finding themselves […]

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June 4, 2025

Intapp and SUBSCRIBE partner to streamline private market operations

Rudy Saad

Global Head of Private Equity & Private Capital Markets

Combined solutions will digitize private fund investor onboarding and subscriptions Intapp and SUBSCRIBE have entered into a partnership to digitize and centralize investment workflows, transforming […]

June 3, 2025

Uncovering hidden revenue: Cross-practice collaboration in a complex market

Laura Saklad

Vice President, Legal Industry
Jon Brewer

Senior PS DealCloud Growth Director

Law firms are sitting on a wealth of untapped potential within their existing client relationships. Yet many fail to recognize the full scope of these […]

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