Blog

Blog

October 11, 2021

Reimagining Your Risk Assessment Process with Technology

When it comes to risk assessment, many professionals are dissatisfied with their firms’ processes. Lawyers and other legal professionals must often work with inconsistent standards, […]

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October 7, 2021

Lead Your Team to Victory with CRM Software for Professional Services

Joe Pensa

Director, Practice Group Leader - DealCloud

During the past summer, I had the awesome experience of being part of the coaching staff for a Little League All-Star softball team for 8- […]

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September 30, 2021

The Benefits of Cloud-Based and AI-Powered Automated Time Tracking Software

Jill Nelson

Senior Director, Intapp Time
Sharon Scenna

Senior Solution Management Director,
Intapp Time

Lawyers are already overwhelmed by the amount of work and the number of matters they have to juggle; the last thing they want is to spend further effort trying to capture and organize their time entries. Many professionals still rely on spreadsheets and lengthy manual timekeeping processes, which increase the […]

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September 28, 2021

How cloud computing software shapes the business of capital markets firms

Ben Harrison

President, Industries

During the past 18 months, many capital markets firms have shifted to hybrid or fully remote work environments; consequentially, firms’ dealmaking processes have shifted as […]

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September 28, 2021

Meet Our August Intapp Employee Hero, Kristian Uggla

Kristian Uggla, our latest Intapp Hero honoree, has been with Intapp for the past 7 years as a Senior Sales Engineer. Uggla embodies the traits […]

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September 27, 2021

ILTACON 2021: Build a Connected Firm with Intapp

Since our founding in 2000, Intapp has grown tremendously both in size and the way we support the professional and financial services industries. Originally offering […]

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September 24, 2021

Three must-have property management software features for real estate investors

Frank Spadafora

Industry Principal, Real Estate

As the real estate market continues to change rapidly, real estate investors must remain agile to stay relevant in the fast-paced and highly competitive industry. […]

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September 23, 2021

Why Accurate Time Tracking for Accountants Is Crucial for Creating Growth

Accounting firms that improve accuracy and transparency in capturing and recording fee-earner time reap multiple benefits, all of which translate to real value. However, many firms bypass […]

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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. […]

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September 16, 2021

The top three email marketing templates for private equity firms and investment banks

Ben Harrison

President, Industries

Email marketing is a key communications channel for private equity firms and investment banks, allowing dealmakers and other capital markets professionals to easily communicate with […]

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September 13, 2021

How Consulting Firms Can Upgrade the Client Consultant Relationship to Win Recurring Business

The client consultant relationship is the bedrock of every successful consulting firm. Firms can ensure client satisfaction by automating their intake process, billing with transparency, and capturing and tracking client commitments. Using a purpose-built consulting solution — like Intapp — brings all three of these elements into […]

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September 1, 2021

The Future of Accounting: Working In a Connected Firm

In addition to changing workforces that are more geographically distributed and tech savvy than ever before, process automation and artificial intelligence are transforming how accounting firms operate, potentially bringing unity […]

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August 30, 2021

How to better manage relationships with deal pipeline software and CRM solutions

Ben Harrison

President, Industries

People and professionals remain at the heart of all business, as a recent Gartner article explained. However, to truly succeed in their industries — especially […]

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August 25, 2021

Find top candidates with executive talent tracking software

Amit Lalwani

Vice President, Financial Services

Building connections with top-level professionals is vital in any business deal, and keeping those connections is even more important. Private equity professionals benefit from building […]

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August 24, 2021

Improve collaboration and connectivity with Intapp Workspaces

When the COVID-19 pandemic hit, firms quickly adopted digital technology and a hybrid work environment, allowing their professionals — as well as clients and third […]

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August 11, 2021

Why capital market firms need strong financial services cybersecurity

Ben Harrison

President, Industries

Security spending is globally outpacing IT spending for numerous reasons, including the growing trend of digital transformation within firms, the increasing volume of cyber threats, […]

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August 3, 2021

Three must-have dashboards for placement agent CRM software

Placement agents — the rising stars of the private equity world — are a driving force as fundraising heats up across the industry. In a […]

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August 3, 2021

How IAASB’s New Quality Management Standards Affect Your Accounting Firm: A Closer Look at ISQM 1

Jey Purushotham

Compliance Practice Group Lead

As discussed recently, the International Auditing and Assurance Standards Board (IAASB) approved new quality management standards (ISQM 1) in an effort to modernize the organization’s […]

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August 2, 2021

3 Tips to Help Consulting Firms Drive Client Success

In today’s consulting world, firms are undergoing immense pressure to adapt quickly to the changing market, with the entry of non-traditional competitors, new M&A dealings, […]

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July 28, 2021

Five steps to improve independence compliance process

Risk management is a continual process for accounting firms. Recent violators have paid the prices by not adhering to independence guidelines set forth by the […]

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