Law firms are discovering that “compliant time” captures more billable hours and lowers OCGs-related write-offs.

Learn how success will bring significant rewards in increased growth, reduced operational costs, and enhanced client loyalty.

Firms large and small are considering a move to a centralized clearance of conflicts to improve efficiency and effectiveness.

Review the highlights of the 2018 Law Firm Growth Enablement Survey, a joint research study between Calibrate Legal and Intapp.

Automation and AI are driving down prices as many low-end services like tax inquiries are answered by machines, while humans move on to higher value work.

It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace […]

In the first installation of a three-post series, we’ll discuss the four conflict-clearance models prevalent today.

To kick-start business development efforts, follow our four ways for investment bankers to perform a “deal sponsor relationship health” self-assessment.

This AI-powered, intelligent platform enables firms to deliver a unified client experience across the engagement life cycle.

CRM systems serve private equity & investment banking firms of all shapes and sizes— does your firm have a strategy in place for categorization? Learn more.

Learn about key trends shaping dealmaking and private capital markets including easier fundraising, growth of private companies, dry powder, and the private equity vs public markets debate. Understand how leading software platforms like DealCloud, Intapp, and OnePlace help investment managers respond to market changes.

In our latest post, we review the top five books for dealmakers & investment professionals to read this summer, along with the key lessons for the office.