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Blog

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? […]

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December 23, 2025

Law360 – ‘Change Agents’: Law’s CMOs Shift From Tactical To Strategic

Jon Brewer

Senior PS DealCloud Growth Director

Aebra Coe, senior reporter at Law360 wrote an article on how law firm CMOs are moving from tacticians to agents of strategic growth. In the […]

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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 […]

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December 15, 2025

The Line – The retailisation tech ecosystem

Rudy Saad

Global Head of Private Equity & Private Capital Markets

The Line editor Alice Murray wrote an article on how smaller firms are using tech to gain the scale and infrastructure needed to compete in […]

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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 […]

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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 […]

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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 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 7, 2025

Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards

Rudy Saad

Global Head of Private Equity & Private Capital Markets

DealCloud’s AI-driven deal and pipeline management capabilities recognized forexcellence among service providers in the private equity market Palo Alto, Calif., November 7, 2025 — Intapp (NASDAQ: […]

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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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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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September 23, 2025

Intapp + Lexsoft: bringing innovative technology to Europe and Latin America

Intapp has partnered with Lexsoft to expand its sales and implementation presence across Europe and Latin America. Lexsoft has deep expertise in legal technology and […]

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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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September 22, 2025

The essential CRM features driving success in investment banking

In investment banking, client relationships and deal pipelines move fast. Success hinges on capturing intelligence, reducing compliance risk, and making sure every banker has access […]

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September 17, 2025

Rescue your data from silos and unlock the value of your client relationships

The hidden threat towards your firm’s most valuable asset Professional services firms often declare that relationships are their greatest asset. Yet walk into any accounting […]

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September 16, 2025

Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation

Rudy Saad

Global Head of Private Equity & Private Capital Markets

Private equity firm will modernize pipeline and relationship management with Intapp PALO ALTO, Calif. — September 16, 2025 — Intapp (NASDAQ: INTA), a leading global provider of […]

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September 10, 2025

RPA + AI: How your accounting firm can drive growth through automation

As competition intensifies and clients demand faster, more accurate service, your accounting firm can’t afford to rely on inefficient manual processes. To stay ahead, forward-thinking […]

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September 9, 2025

Institutional Real Estate, Inc. – Overcoming barriers: AI’s transformative role in real estate

Frank Spadafora

Industry Principal, Real Estate

Frank Spadafora, Intapp’s Industry Principal for Real Estate, contributed an article to Institutional Real Estate, Inc. on the potential impact of AI across the real […]

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August 25, 2025

Institutional Real Estate, Inc. – Data-centric foundation: The real challenge isn’t developing the technology but evolving the human culture behind it and building leadership

Frank Spadafora

Industry Principal, Real Estate

Institutional Real Estate, Inc. editor Andrea Zander wrote an article on unlocking the potential of GenAI in the real estate sector that features thoughts from […]

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