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Blog

November 28, 2022

How legal marketing and business development talent in client-facing roles drives revenue and improves client relationship management

Law firms have invested in hiring client-facing business development staff over the past several years, and that trend is only likely to grow. As clients […]

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November 28, 2022

7 types of meetings that private equity firms and investment banks can streamline or eliminate with technology

Ben Harrison

President, Industries

The phrase “This could have been an email” perfectly sums up how most professionals feel about ineffective, time-insensitive meetings. Frustrated about wasting their time with […]

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November 22, 2022

Five reasons why technology is your advisory firm’s most valuable asset

Ben Harrison

President, Industries

Where is your client data? Is it all in one place? Is it easily accessible? Does it lend itself to efficient work processes? If not, […]

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November 22, 2022

Meet our November Intapp Employee Hero, Samantha Kobak

This month, we’re excited to recognize Samantha Kobak, Senior Manager of Solutions Engineering, as our Intapp Hero. Based in Chicago, Kobak is recognized for […]

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November 22, 2022

Alternative asset managers need a better way to build institutional knowledge

Ben Harrison

President, Industries

This article was originally published by the Dallas Business Journal. To read the original, click here. Let’s face it, managing a portfolio of alternative […]

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November 21, 2022

Intapp and ILTA roundtable recap: How top firms are deploying Microsoft Teams and promoting secure collaboration

According to the recent 2022 ILTA Tech Survey, more than 68% of law firms have deployed Microsoft Teams for online meetings, chat, and collaboration. To […]

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November 21, 2022

3 ways to optimize Microsoft 365 to improve document management for accountants

From invoices to contracts to tax returns, accounting firms are responsible for securing and properly governing thousands of documents — yet many firms struggle to […]

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November 11, 2022

8 change management tips to help CRE teams ease new software adoption

Ben Harrison

President, Industries

After spending more than 4 decades observing leaders trying to transform their organizations, Dr. John Kotter developed 8 Steps for Leading Change. Although the private […]

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November 11, 2022

Leverage proposal management solutions to improve pitches

Creating successful, personalized pitches for clients is challenging for many professional services firms — especially if they don’t have the proper technology and processes in […]

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November 10, 2022

Better manage material non-public information and conflicts

Amanda Tooker

Senior Industry Strategist, Risk & Compliance

When working with sensitive data like material non-public information (MNPI), you must be able to store this information in the most secure manner possible. Private deals […]

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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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