Blog

Blog

June 30, 2025

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

Financial services
Private capital
Intapp DealCloud

Learn about pros and cons of the RFP process, and best practices for running an RFP for a financial services CRM.

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June 19, 2025

How client risk and independence management impact your financial sponsor’s exit strategy

Accounting
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Discover how client risk and independence management can safeguard your financial sponsor’s exit strategy, maximize valuation, and enable compliant growth.

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June 4, 2025

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

Investment banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

Learn how the Intapp DealCloud CRM for private capital advisory helps advisors win more deals, minimize manual work, and outpace the competition.

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June 3, 2025

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

Legal
Intapp DealCloud

Laura Saklad

Vice President, Legal Industry
Jon Brewer

Senior PS DealCloud Growth Director

Discover how law firms can unlock hidden revenue through cross-practice collaboration, enhanced visibiity, and technology-driven client insights.

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June 3, 2025

How your financial sponsor’s portfolio impacts firm independence

Accounting
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Due to the surge of private equity (PE) investment over the past few years, several growth and expansion opportunities have arisen within the accounting industry. […]

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June 3, 2025

Make your Intapp DealCloud rollout a success: Real user adoption tips from a global investment firm

Investment banking
Intapp DealCloud

User adoption is one of the most difficult — yet most important — elements of a successful new technology rollout. Unfortunately, many firms make the […]

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June 3, 2025

What’s holding you back? Addressing the fears that prevent firms from moving to the cloud

Legal
Intapp Conflicts
Intapp Intake
Intapp Terms
Intapp Time

How to persuade skeptical or reluctant colleagues to embrace cloud migration Migrating software to the cloud is no longer just a tech trend — it’s […]

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June 3, 2025

3 ways to drive your law firm’s growth with Intapp cloud-based compliance solutions

Legal
Intapp Conflicts
Intapp Intake
Intapp Terms

Deliver real benefits that matter to your team Competition in the legal industry is intensifying every year. Efficient client onboarding, meticulous risk management, and reliable […]

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June 1, 2025

5 ways Intapp Collaboration boosts post-acquisition efficiency across accounting firms

Accounting
Consulting
Intapp Collaboration

Pat Archbold

General Manager, Collaboration

Whether you’re a sponsor firm in the private equity space or a large accounting practice scaling through acquisition, one thing remains certain: True value creation […]

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May 27, 2025

Prebills: Turn your pains into gains

Legal
Intapp Billstream

How law firms can improve billing speed and cash flow Client invoices communicate work value, document your service team’s deliverables, and initiate cash flow for […]

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May 27, 2025

Key takeaways from Intapp Amplify

Intapp Assist
Intapp DealCloud
Intapp Time
Intapp Walls

What you missed at Intapp’s premier event Recently, Intapp hosted the first-ever Intapp Amplify — a premier event where we previewed the latest advancements in […]

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May 22, 2025

How to accelerate your law firm’s revenue cycle

Legal
Intapp Billstream
Intapp Time

Why a compliance-first, technology-driven approach is essential Your law firm has likely already taken steps to accelerate its work-to-cash cycle through automation. But how can […]

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May 22, 2025

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 a major trend: the surge of private equity (PE) investment. Although this surge in M&A […]

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May 20, 2025

How Intapp clients simplify and elevate their email marketing with Dispatch

Financial services
Legal
Intapp DealCloud

We recently hosted a panel with Intapp clients to discuss how they use Dispatch, a marketing automation tool that allows firms to create, launch, and […]

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May 12, 2025

Bridging the Gap Between Law Practice Expertise and Business Development

Legal
Intapp DealCloud

Jon Brewer

Senior PS DealCloud Growth Director

Not long ago, legal acumen alone was enough to win clients. Not anymore. In today’s hypercompetitive legal market, client loyalty has plummeted from 76% to […]

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May 7, 2025

How AI transforms sell-side engagements for corporate finance teams

Accounting
Intapp DealCloud

When clients engage corporate finance teams to manage sell-side transactions, the stakes are high: maximizing value, ensuring a smooth process, and finding the right buyer […]

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May 1, 2025

How Intapp DealCloud helps investment bankers deliver targeted client solutions

Investment banking
Intapp Assist
Intapp DealCloud

Clients expect more than execution — they expect insight, creativity, and a deep understanding of their goals. Investment bankers need more than just spreadsheets and […]

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April 24, 2025

How Corbin Capital Partners empowers employees through innovative data practices

Financial services
Intapp DealCloud

At Corbin Capital Partners, a specialized alternative investment management firm, fostering a culture of trust and transparency is more than just a goal — it’s […]

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April 10, 2025

How Stout makes conferences count

Investment banking
Intapp DealCloud

As firms continue to prioritize in-person meetings and connections, attending conferences is a natural extension of that priority. Industry conferences are a great way to […]

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April 3, 2025

What’s keeping law firm leaders up at night? Rethinking growth in a shifting market

Legal
Intapp DealCloud

Laura Saklad

Vice President, Legal Industry

After spending over 30 years inside law firms—including a decade as COO at a global AmLaw 30 firm—I’ve had countless conversations with managing partners about […]

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March 23, 2025

Accelerate conflicts analysis: 3 phases for getting started

Legal
Intapp Conflicts

Does your firm’s conflicts process take too long and yield unclear results? Analyzing and escalating conflicts issues are the most time-consuming parts of a conflicts […]

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March 23, 2025

Unlocking the future of joint client representation with Intapp Intake and Intapp Conflicts

Accounting
Consulting
Legal
Intapp Conflicts
Intapp Intake

In the fast-moving world of professional services, it’s essential to manage complex client relationships effectively while ensuring smooth business onboarding and compliance. For firms that […]

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March 19, 2025

Show client focus through outside counsel guideline (OCG) adherence

Legal
Intapp Terms

How Intapp helps your law firm embrace the opportunity OCGs present Effectively representing your clients is only one part of a winning strategy for client […]

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March 18, 2025

Top 3 advantages that DealCloud users value most

Financial services
Intapp DealCloud

At Intapp, we’re dedicated to building solutions that unlock unprecedented growth opportunities for our clients. To achieve this, we develop our product roadmap directly with […]

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