Blog | Intapp

Blog

February 4, 2026

How investment banks are winning in a concentrated deal environment

A recent webinar, hosted by Intapp in partnership with Monarch, examined the growing role of technology in transforming the investment banking sector, with a particular […]

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February 3, 2026

Centralizing collaboration to reduce engagement friction

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

Your advisory practice is growing faster than audit. Your best talent wants flexibility you could not offer five years ago. And your newest partner just […]

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January 18, 2026

Structured credit & ABS in 2026: winning execution in a high‑volume cycle

2026 is a proving ground for structured credit desks. Market activity is accelerating across CLOs, ABS, and SRTs, while regulators demand audit-ready data and investors […]

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January 18, 2026

Why technology is reshaping the secondary market pipeline in 2026

With trillions in private capital dry powder still waiting to be deployed, and limited partners (LPs) increasingly selective about where they commit, competition in the […]

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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 22, 2025

Consulting firms are rethinking conflicts management to scale with confidence

As consulting firms grow, conflict management is no longer just a risk function. It has become a strategic capability that directly impacts speed to revenue, […]

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December 22, 2025

The cloud migration imperative: Moving your compliance operations forward

Brad Sidwell

Technology Strategist, Legal industry
Alexa Pothier

Senior Client Experience Director
James Edwards

Senior Director, Compliance Delivery

The shift from on prem to cloud based compliance is gaining momentum as firms look to harness AI and modernize core risk processes. To support […]

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December 19, 2025

Building the connected compliance stack: Technology infrastructure for modern risk management

Maria Volokh

Practice Group Leader, Accounting and Consulting

Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies, SQM audit […]

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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 9, 2025

Strategic portfolio management: How top firms are rethinking client risk

Maria Volokh

Practice Group Leader, Accounting and Consulting

Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies and SQM […]

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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 5, 2025

Webinar recap: How private equity and AI are reshaping accounting firms

Recently, Accounting Today hosted an in-depth panel discussion featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today). The session […]

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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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December 3, 2025

Beyond engagement reviews: How SQM audit requirements are transforming quality control

Maria Volokh

Practice Group Leader, Accounting and Consulting

Regulators have fundamentally changed how they conduct audit inspections. For decades, inspections zeroed in on individual engagements — the audit files, the testing, and the […]

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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 18, 2025

Unauthorized AI in law firms: the silent threat to client trust

How secure, stateless timekeeping tech restores control and compliance Your associates are already using AI. The question isn’t whether artificial intelligence has arrived at your […]

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November 13, 2025

Streamlining confidential information management with Intapp Walls

In financial services, confidentiality isn’t just important — it’s everything. Managing information barriers and protecting sensitive client information has traditionally meant navigating complex systems, manual […]

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November 13, 2025

Six months from now, will your firm still be catching up?

Why now is the moment to modernize your compliance tech stack Six months from now your peers and competitors won’t still be evaluating their compliance […]

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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 11, 2025

The audit quality reckoning: The true costs of audit deficiencies for accounting firms

Maria Volokh

Practice Group Leader, Accounting and Consulting

Audit quality failures don’t only lead to regulatory fines — they also destroy client relationships, damage firm reputations, and cost millions in revenue loss. And […]

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