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Knowledge management benefits: Talent development

Transcript: Knowledge management is actually pervasive throughout law firms and professional services firms, and it influences so many different areas. In particular in development, I […]

The Activator Playbook: Commit, connect, and create

Transcript: I would say that activators do three things that make them different from their colleagues. They commit. Now, that’s all about the cadence the […]

The pathway to modern legal work: Why and how law firms should begin or continue their journey to a modern way of working

Chances are that your law firm has already embraced remote or hybrid work and is using modern technologies like Microsoft Teams for both chatting and […]

  • Legal
  • Intapp Workspaces

Modern rainmakers: What makes them so successful?

Transcript: I think the really interesting thing about the research is that it has turned conventional wisdom on its head. What we saw from the […]

  • Intapp DealCloud

How to enhance IR fundraising efforts with strategic data

Learn how the Preqin integration within DealCloud DataCortex allows your IR professionals to fundraise more efficiently.

  • Financial services
  • Intapp DealCloud

The importance of a well-designed new business acceptance process at professional services firms

Can your firm’s new business acceptance process pass a risk “health check”? Your firm may already have a new business intake software in place, but […]

  • Professional services
  • Intapp Intake

Why your firm needs a central database for success in the debt capital markets

Implementing an integrated central database has become a necessity for firms operating in the debt capital markets.

  • Financial services
  • Private capital
  • + 1 more

Why real estate debt investors need an industry-focused CRM

Implementing an integrated central database has become a necessity for firms operating in the debt capital markets.

  • Financial services
  • Real assets
  • + 1 more

3 ways DealCloud supports Activator behaviors

In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.

  • Intapp DealCloud

Due diligence tips for multinational firms

Transcript: Many jurisdictions and regions across the globe have due diligence AML regulations in place. An example would be the UK and EMEA that’s regulated. […]

How professional service firms can optimize conflict management

Improve your firm's conflict review process with these best practices and Intapp Conflicts. Learn how to make faster decisions and reduce report size.

  • Professional services
  • Intapp Conflicts

Tips for managing geopolitical risk

Transcript: The evolving geopolitical landscape is shaping the regulatory landscape for professional and financial services firms in a number of ways. Events that are occurring […]