Blog

Blog

October 12, 2023

How professional service firms can optimize conflict management

Best practices that accelerate conflict review and decision-making Does your firm’s conflicts process take too long and yield unclear results? After bringing a potential new […]

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October 4, 2023

PCAOB auditing standards and change management

Since its creation in 2002, the Public Company Accounting Oversight Board (PCAOB) has regulated and monitored accounting firms’ audits of public companies to protect the […]

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September 22, 2023

Meet WIN’s Executive Sponsors: Jennifer Richard and Lavinia Calvert

The Women’s Interest Network (WIN) at Intapp was established as a means of growing, supporting, and investing in our global community of women. From discussing […]

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September 11, 2023

Best practices for sourcing venture capital deals

When sourcing venture capital deals, your firm needs a clear plan to ensure its pursuing the right deals. This plan should include: You’ll also need […]

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September 6, 2023

How best-in-class deal and relationship management technology helps TAS teams win more business (and why solutions once considered the best CRM software for accounting firms can’t)

To win more deals and grow their business, transaction advisory services (TAS) teams need to successfully highlight their detailed experience to prospective and existing clients. […]

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August 22, 2023

Inside Intapp Spotlight: Meet Jaqualia Jones, Senior Manager of Client Success

When a former co-worker reached out to Jaqualia Jones to tell her about a job opening at Intapp, Jones was intrigued. “Laura Fallone [Senior Director […]

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August 17, 2023

The CRM strategy guide: Challenges and tips for cross-functional teams

Up to 70% of all customer relationship management (CRM) projects fail. While every organization is different, many firms report the same reasons for failure: misalignment, unclear goals, and […]

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August 14, 2023

Weaponizing data to gain a competitive edge

Professional and financial services firms are inundated with data every day: new contact information, a target firm’s recent earnings announcement, how much a current client […]

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August 11, 2023

Legal modern work consortium discusses legal technology

The July 14 meeting of the Intapp Legal Modern Work Consortium offered its law firm chief information officer (CIO) members insights into how their peers […]

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August 10, 2023

Preqin and Intapp: 3 data management use cases

To move quickly, stay organized, and keep ahead of the competition, today’s firms require a well-connected technology ecosystem. Critically, the most successful firms aren’t just […]

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August 7, 2023

Choosing the best software for outside counsel guidelines management

How to protect client relationships, avoid vendor/client conflicts, and reduce your firm’s risk of write-offs Without careful management, outside counsel guidelines (OCGs) can pose significant […]

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August 2, 2023

How cloud-based software enables your firm to deliver on outside counsel guidelines

One of the most important ways a law firm can win new clients — and retain old ones — is by demonstrating its commitment to […]

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July 20, 2023

Briarcliffe Credit Partners: Unleashing the power of data centralization for placement agents

In the fast-paced, hyper-competitive environment of capital fundraising, placement agent firms need access to reliable, actionable data to help them manage complex relationships, reporting, and deals throughout […]

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July 18, 2023

How employee compliance software facilitates better dealmaking

Samuel Bergen

Practice Group Lead

Employee compliance is a necessity for all dealmakers. But if your firm relies on manual or homegrown processes, staying on top of compliance regulations is […]

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July 12, 2023

Experience management software for law firms

Improve client service with a purpose-built BD solution that automates your firm’s expertise and credentials data Law firms know all too well that it’s easier […]

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July 11, 2023

4 key risk management trends for consulting firm leaders

Nigel Riley

General Manager, Compliance Solutions

In an unregulated industry without mandates to collect and manage client data, consulting firms have historically taken a very different approach to risk management than […]

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July 5, 2023

Digital prebilling reduces costs and boosts profits

Prevent revenue leakage and improve realization with prebilling modernization A reliable way law firms can improve their revenue without adding new work or new clients […]

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June 28, 2023

Why in-house legal departments are moving from point solutions to leveraging Microsoft 365 for their legal operations

Is your corporate law department under pressure to rein in costs? Perhaps you have too many costly point solutions that create silos. Or maybe you’re […]

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June 22, 2023

How top law firms transform their practice with purpose-built firm collaboration software for Microsoft Teams

The technological problems that slow down lawyers at top law firms may sound very familiar to you: The good news is that some top U.S. […]

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June 21, 2023

Buy vs. build: Top 5 factors to consider before implementing time tracking software for accountants

To remain competitive and keep up with growing client expectations, it’s essential for accounting firms to implement advanced time tracking software for accountants. Not only […]

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