Blog

Filter by
Sort by

Additional posts

The secret to key client account planning is not what you think

Why does key client account planning get a bad rap? Guy Adams offers his perspective and solutions to a new client account planning approach that works.

  • Legal
  • Professional services

What firm leaders need to know about DAC6

Daragh McLaughlin, Risk and Compliance Practice Group Leader, discusses the implications of DAC6, for professional and financial services firms.

  • Legal
  • Professional services

How RPA is transforming the accounting industry

Why is robotics process automation (RPA) presenting huge opportunities for the accounting sector? 3 key was that accounting firms can benefit from RPA now.

  • Accounting

Intapp OnePlace fall 2019 release

We’re excited to announce the Fall 2019 release of Intapp, the industry cloud for professional services.

How to stress test relationships as mega funds move down-market

To fill a deal pipeline with smaller, down-market deals, it’s critical that investors maintain constant communication with a diverse set of deal sources.

  • Financial services
  • Intapp DealCloud

Drive better business decisions through data analytics

Ron Friedmann, Chief Knowledge & Information Officer, LAC Group talks about the importance of data analytics in the legal sector (internal & external data).

  • Legal
  • Professional services

Supercharge your deals with intelligent ecosystems

Learn more about intelligent dealmaking and the 5 steps you can take to build a smarter, more efficient deal ecosystem.

  • Financial services
  • Private capital
  • + 1 more

Coverage 101: why lender relationships matter to private equity firms

Private equity lender relationship management needs starts by evaluating and analyzing data to creating a consistent evaluation strategy.

  • Financial services
  • Private capital
  • + 1 more

How should firms select a secure cloud service provider?

Intapp's Company Security Officer discusses how professional services firms should select a secure cloud service provider, including CSA Star certification.

Best practices for the modern, data-driven private equity firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website.  […]

  • Private capital
  • Intapp DealCloud

How a modern professional services firm drives marketing ROI

Global Head of Intapp Solutions, Sagar Shukla discusses how to leverage your firm’s data to turbo charge your marketing efforts and drive ROI.

  • Legal
  • Professional services

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.

  • Legal
  • Professional services