Blog | Intapp

Blog

March 19, 2026

Intapp Amplify 2026: Key takeaways on the future of Firm AI

Intapp Celeste
Intapp Walls

Intapp Amplify provided a clear look at what the agentic AI era means for professional and financial services firms. See the top takeaways from the event.

Continue reading

March 19, 2026

How precise can your coverage be without unified and real-time data?

Financial services
Investment banking
Intapp DealCloud

Fragmented systems create blind spots that prevent investment banks from delivering precision coverage. Unified, real-time data is the new baseline — learn why.

Continue reading

March 18, 2026

Built in or left behind: The operating model decision that defines the next decade

Accounting
Consulting

Tom Koehler

Global Managing Principal, Accounting and Consulting

AI is no longer an add-on tool — instead, it’s the backbone of leading firms. See how governed AI can institutionalize growth, improve margin resilience, and reduce systemic risk across accounting and consulting firms.

Continue reading

March 13, 2026

Leading in the next era: 4 private capital takeaways from Intapp Amplify 2026

Private capital
Intapp Celeste
Intapp DealCloud

Discover how Firm AI and Intapp Celeste are transforming private capital with AI built for dealmaking, governance, and growth.

Continue reading

March 13, 2026

Reshaping investment banking in the age of AI: 3 key takeaways from Amplify 2026

Brian Bissonette

Industry Principal, Investment Banking

Before Amplify even opened, the conversations were happening. Clients arriving with the same urgency, asking the same harder question — not whether AI would reshape […]

Continue reading

March 10, 2026

The shift from AI tools to law firm architecture

AI productivity is no longer theoretical. Your lawyers are using AI. Some of your best partners have built workflows around it. And the ROI on […]

Continue reading

February 4, 2026

The performance divide: Why the next 24 months will define market position

Tom Koehler

Global Managing Principal, Accounting and Consulting

Across Accounting Today’s “State of PE in Accounting 2025” survey, our recent webinar discussion, and conversations at the PE Summit, one pattern became increasingly clear: […]

Continue reading

February 4, 2026

How investment banks are winning in a concentrated deal environment

A recent webinar, hosted by Intapp in partnership with Monarch, examined the growing role of technology in transforming the investment banking sector, with a particular […]

Continue reading

February 3, 2026

Centralizing collaboration to reduce engagement friction

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

Your advisory practice is growing faster than audit. Your best talent wants flexibility you could not offer five years ago. And your newest partner just […]

Continue reading

January 18, 2026

Structured credit & ABS in 2026: winning execution in a high‑volume cycle

2026 is a proving ground for structured credit desks. Market activity is accelerating across CLOs, ABS, and SRTs, while regulators demand audit-ready data and investors […]

Continue reading

January 18, 2026

Why technology is reshaping the secondary market pipeline in 2026

With trillions in private capital dry powder still waiting to be deployed, and limited partners (LPs) increasingly selective about where they commit, competition in the […]

Continue reading

January 13, 2026

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

Chris Whitmore

Senior Director, PGL DealCloud

You’ve made the case. Leadership agrees a modern CRM is essential. Now comes the question every firm asks: How do we actually do this without the year-long implementation nightmare? […]

Continue reading

December 22, 2025

Consulting firms are rethinking conflicts management to scale with confidence

As consulting firms grow, conflict management is no longer just a risk function. It has become a strategic capability that directly impacts speed to revenue, […]

Continue reading

December 22, 2025

The cloud migration imperative: Moving your compliance operations forward

Brad Sidwell

Client Technology Strategist
Alexa Pothier

Senior Client Experience Director
James Edwards

Senior Director, Compliance Delivery

The shift from on prem to cloud based compliance is gaining momentum as firms look to harness AI and modernize core risk processes. To support […]

Continue reading

December 19, 2025

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

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, SQM audit […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

1
2
3
…
41
»