Blog

Blog

September 13, 2019

How a modern professional services firm drives marketing ROI

Modern marketers in professional services firms are tasked with a broad and critical mandate: leverage the firm’s marketing dollars to drive brand awareness and top-line […]

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August 27, 2019

Co-founder, Dan Harsell tells Intapp’s history

Co-Founder & Senior Vice President of Technology Dan Harsell discusses how Intapp was founded, our first customers, friendships, and more.

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August 14, 2019

Leveraging Data that Yields Deeper Intermediary Intelligence

Ben Harrison

President, Industries

A key element of any private equity firm’s strategy is sourcing deals, which is often done through an advisor such as an investment bank or […]

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July 31, 2019

Chief marketing officers as change agents

It’s hard for law firms these days. Today’s legal clients scrutinize their spending and are well informed about pricing, value and competitive alternatives. This necessitates […]

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July 17, 2019

What are the hot buttons for today’s legal CMO?

A conversation with Jennifer Johnson Scalzi of Calibrate Legal Always looking for ways to empower our customers and prospective customers through leading industry expertise, we […]

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July 15, 2019

The Power of Business Intelligent Thinking at Capital Markets Firms

Connor Chapman

Director, EMEA Operations

Machine learning (ML) and artificial intelligence (AI) are buzzwords you likely hear every day from service providers, competitors, and colleagues. But without a computer science […]

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July 9, 2019

Three alerts every private equity professional needs in their inbox

Ben Harrison

President, Industries

Every private equity professional wants deal alerts to appear in their inbox. What if that desire wasn’t a pipe dream? You’d also be hard-pressed to […]

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July 9, 2019

AICPA ENGAGE 2019: accounting “pushes the boundaries”

Intapp recently exhibited at the AICPA Engage annual conference, which brings together thousands of accounting and financial professionals looking to evolve and transform their business. […]

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May 23, 2019

The modern dealmaker’s secret weapon

Ben Harrison

President, Industries

If you were taking a crash course in M&A or private equity, or if you spoke with a professional in the industry, you’d likely hear […]

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May 10, 2019

3 practical ways data analytics are transforming law firms

In this third post from business and client development and service strategist, Julie Savarino, we discuss the increasing importance that data analytics plays in today’s […]

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May 3, 2019

Modern legal marketing demands a culture shift

Speaking with The Lawyer, Darryl Cross explains how CMOs must partner with lawyers to develop client-centric business development models that foster firm-wide trust and transparency.

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April 30, 2019

A dedicated site for Intapp University and training courses

Intapp University has a dedicated home on the web: training.intapp.com. Now you can view and register for available training courses, including new eLearning offerings, see […]

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April 23, 2019

5 Tips for Kick-Starting CRM User Adoption

Ben Harrison

President, Industries

Successfully implementing a new customer relationship management (CRM) software or fund management platform is no small feat – it requires planning, foresight and strategy. Once […]

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April 18, 2019

3 trends in pricing and pitching new legal work

In this second post from business and client development and service strategist, Julie Savarino, we discuss the trends firms should consider when pricing and pitching […]

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April 17, 2019

Inputs and outputs: What sponsor coverage data should investment banks be tracking?

Amit Lalwani

Vice President, Financial Services

Gone are the days of the simple “buyer, seller, advisor” deal. The beauty pageants seem never-ending: after competing with potentially dozens of other intermediaries (including […]

April 10, 2019

The 3 Stages of Modern Marketing

Over a 3 stage journey, legal marketing can shift from a supportive role to a strategic function.

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April 9, 2019

Is it time to reevaluate your firm’s CRM?

In this post, we welcome Julie Savarino, an award-winning business and client development strategist. In this article, Julie lends her perspective on the importance of […]

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March 29, 2019

Drive successful marketing programs for professional services

Kim Tasso reveals why a professional services firm can't succeed without a marketing strategy, and provides a 3-step guide for creating one.

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March 19, 2019

2 buy-and-build trends to watch, and how to track each in your CRM

Learn to configure your instance of DealCloud to better track buy-and-build trends. We're working with clients to see how we can make insights more actionable.

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March 15, 2019

DealCloud Spring 2019 Events

Ben Harrison

President, Industries

DealCloud will be hosting, sponsoring, exhibiting and participating in incredible events this spring. We look forward to seeing you there! SIFMA C&L Annual Seminar […]

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