Blog

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

September 15, 2022

ENABLERS Act: Enhance your risk and compliance management

Increased money laundering regulation for professional services firms appears inevitable. Here’s how preparing now and getting ahead can drive long-term benefits. For years, experts have […]

September 14, 2022

Promoting secure collaboration with cloud-based technology: Key takeaways from the 2022 Boomer Technology Circle Summit

From August 14 to August 17, Boomer Consulting held the 2022 Boomer Technology Circles (BTC) Summit, an annual event that brings together firm management, IT […]

September 13, 2022

Change management strategies that help promote lawyer adoption of new technologies

During the ILTACON 2022 session “New Change Management Strategies to Help Build Lawyer Technology Adoption,” Julia Montgomery, Director of the Solutions Advisory Group at Intapp, […]

September 8, 2022

Intapp updates 2022: Innovation for the future

Intapp has changed and grown so much over the last few years. In 2018 and 2019, we acquired DealCloud and Intapp, respectively. In 2021, we […]

August 30, 2022

Gathering and leveraging client feedback: How law firms are using client training programs, interviews, surveys, and matter debriefs to surface BD opportunities and address service gaps

Until recently, most law firms took an unstructured approach to soliciting client feedback. Perhaps they made efforts to collaborate with clients to co-author articles, or […]

August 26, 2022

At-risk programs for law firms: Applying data analytics to strengthen client relationships and increase retention

In a fragile economic environment, law firms are focused on retaining their client base by ensuring that their client relationships remain strong and diversified across […]

August 23, 2022

Navigating the cloud migration journey with Intapp

Cloud migration is rapidly building momentum in the legal industry, with more and more firms prioritizing digital transformation to meet their clients’ growing expectations. However, […]

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