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Blog

March 21, 2022

Strengthen Your Investor Relations Strategy With a Purpose-Built CRM

Ben Harrison

President, Industries

As the market becomes increasingly competitive, it’s more important than ever for investor relations (IR) and fundraising professionals to have a strong investor relations strategy […]

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March 14, 2022

Improving AML Compliance, CDD Practices, and Risk Assessment

Expectations around anti-money-laundering (AML) compliance and client due diligence (CDD) practices are rapidly evolving, causing many challenges for risk and compliance professionals in the U.K. […]

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March 10, 2022

The Benefits of Automated Timekeeping for Mid-Sized Firms

Feeling the Big Squeeze Improving Efficiency and Client Outcomes Accelerating Time to Payment Staying Agile in the Cloud Making Time for What Matters

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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 […]

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March 2, 2022

Balancing Client-Value Delivery and Profitability Targets Through Enhanced Service Models

In 2021, law firm pricing and project management professionals (LPPMs) demonstrated they can improve profitable delivery under unprecedented pressures. In this year’s survey results, we […]

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March 1, 2022

2022 Law Firm Pricing Trends: AFAs Go Mainstream as Technology Improves Matter Management

Dan Pratt

Product Manager
Devin O'Leary

Practice Group Leader, Intapp Time

As AFAs become a reality rather than a novelty, firms will need to automate matter monitoring and tracking to provide clients better visibility into law firm pricing models.

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February 28, 2022

Meet Our February Intapp Hero, Eve Boardman

Eldean Ward

Vice President, Client Success and Support

Our February Intapp Hero, product consultant Eve Boardman, manages client interactions and is focused on delivering our Intapp Collaboration & Content suite to meet their […]

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February 28, 2022

Three capital markets technology trends to watch in 2022

Ben Harrison

President, Industries

Staying on top of capital markets technology trends — those defining 2022 and into the future — is no longer optional. High-paced deal activity remained […]

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February 22, 2022

Inside Intapp Spotlight: Meet Connor Chapman, Director of Professional Services at DealCloud

As a freshman in college, Connor Chapman knew he wanted to join a rising entrepreneurial organization. He discovered that DealCloud was offering an internship and […]

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February 16, 2022

Intapp and QorusDocs: Better Together

At Intapp, we know our clients are increasingly seeking sophisticated, specialized proposal management tools to complement the experience management capabilities of DealCloud. We’re also aware of […]

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February 14, 2022

Better manage material non-public information and conflicts

Ben Harrison

President, Industries

When working with sensitive data like material non-public information (MNPI), you must be able to store this information in the most secure manner possible. These […]

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February 14, 2022

Three reasons why focusing on private equity business development is key to your firm’s success

Ben Harrison

President, Industries

Business development work can be difficult to scale, as every interaction with clients and prospects requires a significant amount of time and attention. Previously, private […]

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February 9, 2022

Deal sourcing best practices for 2022 and beyond

Ben Harrison

President, Industries

Sutton Place Strategies’ Deal Origination Benchmark Report shows how careless deal sourcing and origination in private equity leads to slower, more disorganized deal management and, […]

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February 4, 2022

Automate and improve limited partner and investor reporting

Ben Harrison

President, Industries

In addition to the COVID-19 pandemic and consequential economic disruption, the changing and increasing queries of limited partners (LPs) have put a great deal of […]

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February 3, 2022

Managing risk in the deal process

Ben Harrison

President, Industries

As investment banks, private equity firms, and other capital markets firms face tremendous compliance obligations and other risk elements in their everyday work, evolving market […]

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February 3, 2022

Three ways general partners can improve their investor pipeline

Ben Harrison

President, Industries

More than 90% of limited partners (LPs) predict that the private markets will continue to outperform the public market. Many feel that private equity offers […]

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January 27, 2022

Intapp Terms: Technology for Risk Management in a Post-Pandemic Market

The COVID-19 pandemic led many firms to abandon the idea of returning to business as usual and reassess many traditional risk management practices. As revealed […]

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January 26, 2022

Meet January’s Intapp Employee Hero: Tanya Tomkiewicz

Our January Intapp Hero, Senior Client Advocacy Manager Tanya Tomkiewicz, has served clients at Intapp for 6 years. During this time, she has worked closely with […]

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January 19, 2022

What We Learned at Intapp Connect20 — Intapp for Accounting & Consulting Track

From October 27 to 29, Intapp hosted Connect20, helping attendees learn more about how top professional services firms are adapting to the next normal, and […]

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January 18, 2022

Three ways investment banks can use pipeline management technology for staffing and productivity tracking

Ben Harrison

President, Industries

Productivity tracking is no longer a nice-to-have process for investment banking and M&A advisory firms. With remote and hybrid work becoming the norm, firms must […]

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