Five reasons why technology is your advisory firm’s most valuable asset

Alternative asset managers need a better way to build institutional knowledge

During a recent Intapp roundtable, Intapp spoke with firm representatives about how they leverage Intapp Workspaces and Microsoft Teams to address issues such as information governance and security requirements, channel provisioning processes, and application integrations.

Industry-specific document management systems are essential for accounting firms’ success. Microsoft 365 — a tool your firm probably already has — supports document management for your accountants, while Intapp Collaboration & Content optimizes it for their specific needs.

Follow these eight steps to improve change management at your CRE firm and ease the adoption process.

Creating successful, personalized pitches for clients is a challenge for many professional services firms. Intapp and QorusDocs recently hosted a panel discussion to explore how proposal management solutions and other technology can increase productivity and get more pursuits across the finish line.

Intapp DealCloud automates risk assurance to protect material non-public information to help your firm appropriately monitor conflicts.

Quality data is the basis for all meaningful, actionable insights. Learn best practices for data hygiene and set standards and processes that support data integrity on an ongoing basis to support your digital transformation.

Corporate development deal sourcing is growing increasingly complex — but firms can combat the chaos by implementing organized systems.

Although Microsoft 365 is a great collaboration tool, it lacks industry-specific features that corporate legal teams require to conduct their work. Intapp Collaboration for Corporate Legal can bridge these gaps so your team members can continue to use the Microsoft applications they’re familiar with.

DealCloud’s helps firms like KPMG support their capital market deal teams, improve collaboration, and streamline operations.

Many consulting firms still store data on outdated, disparate systems, leading to inefficient document management and security concerns. An all-in-one system like Microsoft 365 can help seamlessly connect your people, processes, and data to improve document management for consultants.