Darryl discusses into the importance of “taking the lead” in order to reinforce your client’s confidence in your services and expertise.

Darryl Cross provides a deeper dive on 'protecting the core', an essential business development skill that could make or break your fiscal year.

Check out the top 7 questions to ask when sourcing an M&A deal, and learn how the right technology can help you reach success.

Like most of us, our corporate clients spent the month of January setting goals and realigning on their strategies for the year ahead. This exercise […]

Your firm needs modern dealmaker tools you can rely on, not ones that are outdated or soon to be obsolete.

Succeed with client strategic initiatives and elevate client service by building legal client teams to support strategic accounts. Intapp and its Marketing & Business Development solution can help you qualify clients by providing data analytics to inform your analysis.

If you’re like most private equity (PE) dealmakers, you want to continually up-level your skills and stay on top of trends. But you often find […]

At any professional and financial services firm, data is one of the most valuable organizational assets. It should always be treated accordingly, with sound, formal […]

To remain profitable, strengthen your client relationships, and stay ahead of your competitors, your professional services firm must invest in automated tools to improve time tracking. Here are the top five features your professional services time tracking software should offer.

Successful organizational technology adoption depends on understanding and addressing the needs and preferences of its users. Here are five tips for embarking on a change management campaign to introduce new technology to a law firm or team of lawyers.

Accounting firms have seen a surge in M&A activity during the pandemic, and tools like Microsoft Teams have helped streamline the M&A process. Intapp Collaboration & Content adds a layer of professional services capabilities to Microsoft Teams to further support document management for accounting firms.

Although Microsoft Teams offers advanced collaborative capabilities, many professional services firms find it difficult to properly manage the platform. Learn how Intapp Walls and Intapp Workspaces integrate with Microsoft 365 to help promote security, ensure compliance, and improve collaboration.