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Blog

November 9, 2022

Data hygiene: A guide for professional and financial services firms

Marie-Claire O'Reilly

Senior Client Experience Director

Why quality data is critical — for your firm, your professionals, and your clients Quality data is the basis for all meaningful, actionable insights — […]

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November 9, 2022

How to organize your corporate development deal sourcing

For corporate development M&A teams, corporate development deal sourcing involves much more than simply finding and vetting new investment opportunities. Research shows that M&A deals […]

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November 8, 2022

Improve your corporate legal teams’ Microsoft 365 experience

Jack Owens

Channel Partner Manager

Transform Data, an Intapp Certified Implementation Partner, recently held a partner conference. Chris Turk, Regional Vice President of EMEA at Intapp, and Jack Owens, Associate […]

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November 8, 2022

3 steps for better collaboration within capital market deal teams

Ben Harrison

President, Industries

Several studies conducted over the last decade suggest that 50% of all finalized M&A deals fail to achieve their initial objectives — including the most […]

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November 7, 2022

Optimizing Microsoft 365: Document management for consultants

With huge volumes of information flowing in and out of their firms every day, consultants need to know that their data is accurate, secure, and […]

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November 7, 2022

How dealmakers at an investment banking firm are winning new business and preserving existing revenue

Ben Harrison

President, Industries

This article was originally published by the South Florida Business Journal. To read the original, click here. We all know that if there are fewer […]

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November 4, 2022

How Microsoft 365 and Intapp Collaboration & Content can support your corporate legal team’s digital transformation

Undergoing a digital transformation isn’t easy, but the benefits of digital technology initiatives are simply too significant for corporate legal departments to pass up. As […]

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November 3, 2022

Improve legal risk management and compliance: How midsize law firms can continue to thrive in a post-pandemic market

Despite an uncertain economy brought on by the COVID-19 pandemic, a recent Thomson Reuters report* revealed that midsize law firms are currently well positioned for […]

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October 28, 2022

CRM for accountants: Why traditional CRMs fail to meet the needs of accounting firms

Today’s accounting clients seek a wide breadth of nonlinear, on-demand services. Unfortunately, traditional CRMs focus on linear, transactional buyer’s journeys rather than multidirectional, interdepartmental relationships. […]

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October 27, 2022

Meet our October Intapp Employee Hero, Rod Fleck

This month, we’re excited to recognize Rod Fleck, Senior Solutions Advisory Director for Risk and Compliance, as our Intapp Hero. Based in New Jersey, […]

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October 26, 2022

Strategic account management for law firms: How strategic account programs can support your top clients and position your client team as trusted advisors

Chris Whitmore

Senior Director, PGL DealCloud

Designed and executed well, strategic account management programs can help law firms forge strong, sustainable alliances with clients whose businesses align with their own long-term […]

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October 14, 2022

Key takeaways from the 2022 Boomer Marketing and Business Development Circle

I recently had the pleasure attending the 2022 Boomer Marketing and Business Development Circle, a two-day conference where marketing and business development leaders in the […]

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October 14, 2022

Law firm cloud storage: How law firm cloud migration closes technology gaps, streamlines operations, and ensures access to cutting-edge software capabilities

Devin O'Leary

Practice Group Leader, Intapp Time
Chris Gaskin

Director, Collaboration Delivery

Pre-pandemic, some law firms were still wary of cloud migration — whether because of concerns about security risks, data privacy, contractual obligations with clients, or […]

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October 12, 2022

How the right tech improves efficiency for ventures operations managers

Ben Harrison

President, Industries

We went from a 5,000-line spreadsheet to DealCloud. It changed our lives. Arc Ventures, a New York–based venture capitalist (VC) firm specializing in founders, relies […]

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October 5, 2022

Pitch and RFP analysis for law firms: Leveraging proposal analytics to increase content relevance and win rates

Prior to automated pitch and RFP analysis, legal marketing and BD teams often spent weeks drafting and organizing the necessary documents to deliver to client […]

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October 5, 2022

Venture capital versus private equity relationships — and how to improve both

Ben Harrison

President, Industries

Private capital investors and fund managers purchase a wide range of alternative assets, and the relationships involved in these deals vary depending on which securities […]

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September 29, 2022

Meet our September Intapp Employee Heroes, Maria Goldfinch and Simara McDermott-Dixon

We’re excited to recognize teammates Maria Goldfinch, Office Manager, and Simara McDermott-Dixon, Executive Assistant and Operations Support, as our Intapp Heroes. Based in London, both are known for their incredible work ethic, deep focus on taking care of staff needs, and seamlessly getting the new Intapp London office up and running.

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September 27, 2022

Time tracking and billing for law firms: Automating compliance with outside counsel guidelines for improved revenue, profitability, realization rates, and client satisfaction

Jill Nelson

Senior Director, Intapp Time

Many law firms struggle to achieve compliant time and billing — and typically, this is a result of inadequate technology. Compliance requires continuous adherence to […]

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September 26, 2022

Modernize your private equity marketing to attract LPs, intermediaries, and private companies

Ben Harrison

President, Industries

As we near the end of 2022, deal volume, transaction sizes, and fundraising are all trending downward. That said, dry powder is still up, and […]

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September 20, 2022

Innovative law firm relationship management

Christopher Raymond

Practice Group Leader - DealCloud
Chris Whitmore

Senior Director, PGL DealCloud

Keeping track of your law firm’s many client relationships is difficult enough, but gathering and leveraging key insights about those relationships is nearly impossible if […]

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