Blog

May 26, 2023

Intapp Workspaces content connector: Improve document management by connecting iManage and NetDocuments to Microsoft Teams

Colin Truesdale

Senior Director, Solutions Consulting

Many firms use a document management system (DMS) such as Intapp Collaboration for storing essential matter information. However, firms using a legacy DMS provider other […]

May 26, 2023

Microsoft and Intapp: Document management for accountants

Support document management for accountants with Microsoft 365 Organized document management systems (DMSs) for accounting firms are necessary for facilitating relationship management, improving decision-making, and […]

May 25, 2023

Streamline your sanctions screening workflow with Intapp DealCloud

Firms must adapt to changing sanctions rules and regulations to meet client expectations and navigate the evolving geopolitical environment. Using highly configurable technology, firms can […]

May 24, 2023

Buy versus build: Factors to consider when selecting a document management system for your accounting firm

Most generic, industry-agnostic document management systems for accounting firms don’t address the many unique needs of both certified public accountants (CPAs) and their clients. For […]

February 18, 2023

Top tech trends to consider when investing in document management software for accounting firms

Marc McNicholl

Managing Director

Your firm’s IT team must ensure it has the proper technology in place to successfully meet the firm’s goals as well as growing client expectations. […]

January 9, 2023

How accounting firms should leverage cloud-based collaboration tools during mergers and acquisitions

Following a slowdown of mergers and acquisitions early in the COVID-19 pandemic, the number of M&A deals at certified public accountant (CPA) firms rebounded in […]

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 […]

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 […]

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 […]

October 25, 2022

Kreston Reeves selects Intapp Collaboration & Content for engagement-centric document management

New solution will simplify collaboration on Microsoft 365 and enhance firmwide knowledge management PALO ALTO, Calif.—October 25, 2022—Intapp (NASDAQ: INTA), a leading provider of cloud-based […]

August 11, 2022

Corporate legal and IT departments find alignment with Microsoft and Intapp

According to KPMG’s 2021 Global Legal Department Benchmarking Survey, 78% of legal departments expect increased workloads — without increased headcounts. Thankfully, investing in management and […]

August 4, 2022

Improve collaboration with Microsoft Teams shared channels

Finding ways to securely, effectively collaborate with external clients can be challenging for firms, as revealed during a recent Intapp Workspaces webinar, “Preparing your Firm […]

April 29, 2022

Improve your tech strategy and Microsoft Teams workflow

One of the fastest growing trends in the legal industry is the implementation of advanced technology, such as collaboration tools like Microsoft Teams, workflow automation […]

March 9, 2022

Consultant Data Management: 8 Tips for Using Microsoft Teams to Collaborate Efficiently, Safely, and Effectively

Effective consultant data management requires a thoughtful, proactive approach to data integration; when engagement teams receive direct shared access to the data they need, they’re […]

January 27, 2022

Cliffe Dekker Hofmeyr Selects Intapp Collaboration & Content Suite

New Solution Will Simplify Collaboration on Microsoft 365 and Enhance Firmwide Knowledge Management PALO ALTO, Calif.—January 27, 2022—Intapp (NASDAQ: INTA), a leading provider of cloud-based […]

December 16, 2021

Using LPM Technology to Build Your Firm’s Competitive Advantage

At the end of a matter, lawyers tend to base their success on whether they’ve won the case or filed the documents correctly. But firms […]

October 20, 2021

Benefits of Intapp Workspaces and Microsoft 365 integration

The COVID-19 pandemic forced many professional services firms to adopt a remote work environment and, consequentially, digital collaboration technology to support their distributed workforce. Although […]

September 20, 2021

Intapp Collaboration: Using Microsoft SharePoint as a Legal DMS

When the COVID-19 pandemic hit, firm leaders realized they needed to rethink the ways their professionals collaborated — both with their teams and their clients. […]

June 22, 2021

A First Look at Intapp Collaboration & Content for Accounting and Consulting

The COVID-19 pandemic has greatly affected the way accounting and consulting firms do business, quickly turning connected firm management software from a luxury into a […]

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