Meet WIN’s Executive Sponsors: Jennifer Richard and Lavinia Calvert

Meet Jennifer Richard and Lavinia Calvert, the Executive Sponsors of the Women’s Interest Network (WIN) at Intapp. Discover how WIN supports our global community of women.

How best-in-class deal and relationship management technology helps TAS teams win more business (and why solutions once considered the best CRM software for accounting firms can’t)

Transaction advisory services teams must demonstrate experience to win new clients. Even the best CRM software for accounting firms can’t highlight a firm’s track record, though — so to improve sales deal velocity and manage client relationships, firms should invest in deal ecosystem technology.

Inside Intapp Spotlight: Meet Jaqualia Jones, Senior Manager of Client Success

Learn all about Jaqualia Jones, Senior Manager of Client Success at Intapp, and what skills and best practices she embraced to become a successful manager and leader.

Weaponizing data to gain a competitive edge

Dan Surowiec of Bryan Cave Leighton Paisner and Phil Olson of Waud Capital Partners share best practices for unlocking intelligence in knowledge-based firms. Learn how you can leverage data to drive profitability and efficiency at your firm.

Legal Modern Work Consortium members discuss solutions that improve attorney and client experience

The July 14 meeting of the Intapp Legal Modern Work Consortium offered its law firm chief information officer (CIO) members insights into how their peers are using legal technology to enable a modern work experience and usher in the future of legal work.

Choosing the best software for outside counsel guidelines management

This article describes the key features that have made Intapp Terms the leading tool for managing OCGs and vendor terms.

How cloud-based software enables your firm to deliver on outside counsel guidelines

A cloud-based software solution can provide law firms with the capability of centralizing outside counsel guidelines (OCGs), helping to win new clients. You firm will also be able to analyze OCGs throughout the client lifecycle, so your firm can deliver on its commitment to OCGs from day one.

Actionable client intelligence: Can next-gen dashboards deliver?

Data dashboards should empower financial and professional services firms to make data-informed decisions, but so often they don’t. Though dashboards promise to give firms an edge over their competitors, in reality, they often fall short on their promise to deliver actionable client intelligence.

Strengthen business development (BD) with experience management software for law firms

Experience management software for law firms makes it easier for firms to educate clients on firm experience and capabilities. By automatically capturing and updating experience and credentials data, experience management software powers status updates and business development.

4 key risk management trends for consulting firm leaders

Risk management is fast becoming top of mind for forward-thinking consulting firm leaders. With the right technology, combined with updated risk processes, leaders can help their firms reach their growth and profitability goals.

Digital prebilling reduces costs and boosts profits

Intapp Billstream helps law firms increase speed and accuracy in bill preparation and improve compliance and realization.

Why in-house legal departments are moving from point solutions to leveraging Microsoft 365 for their legal operations

By using Microsoft 365 as the foundation for your legal operations and layering other legal-specific, Microsoft-integrated software on top, law departments can reduce costs and gain other critical advantages.

How top law firms transform their practice with purpose-built firm collaboration software for Microsoft Teams

Top U.S. law firms have discovered that the right firm collaboration software for Microsoft Teams organizes matter information more effectively, helps lawyers work simultaneously on assets, and eliminates point solution fatigue.

Buy vs. build: Top 5 factors to consider before implementing time tracking software for accountants

Is it more efficient for your accounting firm to buy off-the-shelf time tracking software for accountants, or to build a solution from scratch? Explore the pros and cons of both options and learn more about the top five factors to consider when selecting time sheet software for accountants.

Company Security Officer Thomas Hadig retires from Intapp

Since joining Intapp in 2004, Thomas Hadig has been core to the organization’s innovation and growth. Hired as a Senior Systems Engineer, he quickly moved up the ranks to become Company Security Officer. This spring, he’s retiring after more than 18 years at the company.

Top 7 ways accounting and consulting firms can profit from risk management

Risk management in accounting and consulting can be a powerful tool for increasing your firm’s profitability. This article looks at how implementing rigorous business acceptance and continuance risk management processes helps your firm avoid costs and/or increase revenue.

Thinking about adopting AI at your law firm? Here's what you need to know.

AI can transform law firm workflows, uncover insights, free up lawyers for higher level tasks, and improve client service. But it also poses challenges. This article covers recent developments in AI, opportunities and pitfalls, and guidance on how to take advantage of this technology.

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

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.

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