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Centralizing collaboration to reduce engagement friction

  • Brad Teed

    Brad Teed

    Practice Group Leader - Intapp Collaboration
    Accounting & Consulting

Accounting firms lose billable time to disconnected systems. Learn how centralized collaboration reduces engagement friction, improves delivery, and supports Microsoft 365 investments.

  • Accounting
  • Intapp Collaboration

Structured credit & ABS in 2026: winning execution in a high‑volume cycle

How structured credit technology and AI help ABS, CLO, and private credit desks manage data, comply with regulators, and win mandates in

  • Private capital
  • Intapp DealCloud

Why technology is reshaping the secondary market pipeline in 2026

How secondary market technology uses AI to accelerate deal pipelines, improve LP visibility, and help private capital firms win competitive auctions.

  • Private capital
  • Intapp DealCloud

Planning your firm’s CRM transformation (without the heavy lift)

Discover how firms skip custom CRM builds and activate a preconfigured, legal-specific blueprint to modernize faster and scale over time

  • Legal
  • Intapp DealCloud

Consulting firms are rethinking conflicts management to scale with confidence

As consulting firms grow through M&A and private equity investment, conflicts management is becoming a strategic growth capability. Learn how AI and automation help firms reduce risk and onboard clients faster.

  • Consulting
  • Intapp Conflicts

The cloud migration imperative: Moving your compliance operations forward

See why cloud migration is now essential for modern compliance and how new AI powered capabilities help firms reduce risk and onboard clients faster.

  • Legal
  • Intapp Conflicts
  • + 2 more

Building the connected compliance stack: Technology infrastructure for modern risk management

See how Intapp’s integrated compliance technology transforms audit risk management. Connect business development to intake, conflicts, and independence monitoring — all with AI-powered analytics for forward-looking insights.

  • Accounting
  • Intapp Conflicts
  • + 2 more

How to budget strategically for a modern, AI-powered CRM: Making the case for change

Generic CRMs cost law firms more than they realize. Learn how modern, AI-powered CRM budgeting protects revenue and loyalty while fueling firm growth.

  • Legal
  • Intapp DealCloud

Strategic portfolio management: How top firms are rethinking client risk

Leading accounting firms are moving beyond reactive client decisions to strategic portfolio management. Discover how multi-dimensional risk analysis protects both quality and revenue.

  • Accounting
  • Intapp Conflicts
  • + 1 more

What are spreadsheets costing you?

Spreadsheets slow your firm down. Discover how you can improve collaboration and results using a modern deal management platform with CRM visibility for growth.

  • Accounting
  • Intapp DealCloud

Webinar recap: How private equity and AI are reshaping accounting firms

Discover how private equity and AI are reshaping accounting firms, driving capital strategy, talent shifts, and technology adoption. Get expert insights, survey findings, and the top questions firms are asking about PE investment and AI readiness.

  • Accounting

Law firm CRM adoption: Why firms struggle and how to fix it

Discover why law firms struggle with CRM adoption and how AI-powered solutions like Intapp DealCloud help modernize client relationship management.

  • Legal
  • Intapp DealCloud