Blog

Blog

December 9, 2025

Strategic portfolio management: How top firms are rethinking client risk

Accounting
Intapp Conflicts
Intapp Intake

Leading accounting firms are moving beyond reactive client decisions to strategic portfolio management. Discover how multi-dimensional risk analysis protects both quality and revenue.

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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 5, 2025

Webinar recap: How private equity and AI are reshaping accounting firms

Accounting

Discover how private equity and AI are reshaping accounting firms, driving capital strategy, talent shifts, and technology adoption. Get expert insights, survey findings, and the top questions firms are asking about PE investment and AI readiness.

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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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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 […]

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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 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 […]

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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 […]

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November 13, 2025

Six months from now, will your firm still be catching up?

Why now is the moment to modernize your compliance tech stack Six months from now your peers and competitors won’t still be evaluating their compliance […]

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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 11, 2025

The audit quality reckoning: The true costs of audit deficiencies for accounting firms

Maria Volokh

Practice Group Leader, Accounting and Consulting

Audit quality failures don’t only lead to regulatory fines — they also destroy client relationships, damage firm reputations, and cost millions in revenue loss. And […]

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November 10, 2025

AI enablement: Setting your firm up for success

Quinn Caswell

Value Engineer, Business Value Advisory

AI is no longer a boardroom buzzword — it’s here and it’s moving fast. Executives across industries are looking to innovations in AI to improve […]

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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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November 3, 2025

Explore key features of Intapp Time’s Horizon release

Every day, timekeepers lose billable hours they’ll never recover. Not because they didn’t do the work, but because their timekeeping systems make it too difficult […]

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October 31, 2025

Introducing faster, smarter document categorization to Intapp Terms

Law firms can spend countless hours on a critical but time-intensive process: identifying and cataloging client requirements during new business intake. That’s why, way back […]

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October 30, 2025

From control to confidence: Compliance in the cloud

Compliance professionals know that control is everything. But in today’s fast-changing regulatory and AI-driven environment, the very systems once designed to ensure control — on-premises […]

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October 30, 2025

How top accounting and consulting firms turn compliance into a competitive advantage

Samantha Crespi

Director, Value Engineering

One missed conflict of interest can cost a firm millions through lawsuits, regulatory penalties, and reputational damage. The stakes have never been higher — and […]

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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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October 23, 2025

What’s really holding firms back from the cloud and why it’s time to move

In a recent Intapp LinkedIn poll, we asked firm leaders a simple question: What’s the biggest factor preventing your firm from moving on-premises software to […]

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October 16, 2025

5 common C-suite questions about digital transformation — and how CIOs can prepare for them

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

For accounting firms, digital transformation begins with rethinking how documents are managed, shared, and secured across the organization. Outdated file systems and fragmented collaboration tools […]

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September 26, 2025

A tale of two deadlines: What the QC 1000 delay really means for accounting firms

Major changes are coming to auditing standards — but not when you originally expected. The American Institute of Certified Public Accountants (AICPA) is still launching […]

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September 26, 2025

Ride the wave of legal services growth with AI-powered compliance

Growth across the legal industry has skyrocketed in recent years, with firms seeing higher demand in evolving industries, strong performance across practice areas, and improved […]

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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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