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Keep Cool and Remain in Compliance, Part Two: Implementing the Process
It’s tough to implement new business procedures for an area as complex as client commitment management Managing a law firm’s formal client commitments have become a permanent administrative function. Technology can help enhance business processes associated with the management of these client commitments. Discover the various steps your firm should take to successfully bring your new administrative responsibility to life.
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Legal
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Intapp Terms
Data with depth: how PrivCo powers DealCloud’s DataCortex platform and enhances sourcing opportunities
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President, Industries
PrivCo CEO shares insights on the vast resources available to investment professionals and outlined how PrivCo is leading the way in business and financial research.
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Financial services
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Private capital
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The need for private capital data management is more important than ever
Firm leaders who have employed effective private capital data management strategies share key insights on opportunities and challenges that new datasets can offer.
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Financial services
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Intapp DealCloud
4 private capital markets trends to watch according to public market experts
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President, Industries
This article explores how dealmakers leveraged data and tech to navigate unpredictable capital markets in 2020, with public signals offering insights into shifting private allocations and investor sentiment. Key lessons help dealmakers compete for deals via better tech amid ongoing volatility.
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Capital markets
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Private capital
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ESG reporting: Why investors need tracking technology
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President, Industries
Companies are engaging in environmental, social, and corporate governance (ESG) to implement factors that measure sustainability and social impact.
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Financial services
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Private capital
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Intapp Terms Review and Approval Workflow
The management of commitments made to clients — via standard engagement letters, outside counsel guidelines, billing guidelines, etc. — is one of the key areas of law firm risk management. One of the most important aspects of managing these commitments is to ensure that they are reviewed and approved by key subject-matter experts (SMEs) and stakeholders from different areas in the firm.
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Intapp Terms
Diversity and Inclusion: Technology and Data Help Firms Move Beyond Performative Allyship and Tackle Unconscious Bias
Discover how technology can help combat unconscious bias, increase both diversity and inclusion, and allow people to bring their authentic selves to work.
Considerations When Making Client Management Investments
As with many significant investments in life, determining what value you’re seeking from your client management solution — and contrasting this to the cost side of the equation — is often complex. Understanding the right questions to ask technology partners is the first step professional services firms can take in driving smarter investment decisions.
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Legal
Three actionable ways market-leading lenders leverage technology today
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Vice President, Financial Services
Market-leaders share their insights on leveraging technology in the industry, including assisting in deal origination and CRM best practices.
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Financial services
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Intapp DealCloud
Five benefits of private capital market data access in your CRM
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President, Industries
Dealmakers need a deal & relationship management platform that enables efficient research of company financials by accessing the private capital market data directly in their CRM.
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Private capital
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Intapp DealCloud
Key dealmaking trends for capital markets firms
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President, Industries
Discover key dealmaking trends for capital markets firms in 2021. Learn how the pandemic impacts deal flow, platform investments, and investor expectations. Get insights from DealCloud's Dealmaker Pulse Survey.
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Financial services
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Private capital
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Close the technology gap
New research shows that firms that utilize intelligent automation and AI are closing higher revenue growth than the U.K. 200.
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Legal