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Additional posts
Real estate investment management is complex – your technology platform should rise to the task
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Industry Principal, Real Estate
Purpose-built data solutions designed for a multifaceted world are critical for unlocking actionable real estate investment insights. Read more.
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Real assets
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Intapp DealCloud
Intapp Celebrates 20 Years of Innovation
From Humble Beginnings When Thad Jampol, Dan Harsell, and Vera Newman co-founded Intapp — then known as Tsunami Software — in December 2000, they recognized […]
How leading financial services firms are using API solutions to create efficiencies
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President, Industries
Having all of the relevant data points in a single source of truth when evaluating a potential opportunity would save deal teams crucial time and […]
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Intapp DealCloud
Legal AI Explained: A No-Nonsense Explanation of AI in Law Firms
Legal AI is poised to unleash the next wave of digital disruption in the industry. But when it comes to AI in law firms, how do we separate fact from fiction, make sense of all the hype, and identify strategies within the cultural context of existing incentive structures?
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Legal
Keeping Cool and Remain in Compliance, Part One: Establishing Roles and Model Processes for Client Matter Management
Managing formal client commitments has become a permanent administrative function, and it’s essential that firms both establish clear roles and create processes to fully comply with these obligations.
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Legal
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Intapp Terms
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.