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Blog

June 18, 2026

Your clients know you’re using AI. They just don’t know if it’s governed.

Legal
Intapp Celeste
Intapp Terms

OCGs now require matter-level AI documentation, not policy statements. Here’s what financial services and healthcare clients are asking for.

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June 18, 2026

The lateral math problem

Legal
Intapp Conflicts
Intapp Intake

Conflicts clearance is where lateral deals fail and malpractice claims begin. Here’s what firms running high-volume lateral programs need to close the gap.

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June 17, 2026

The AI conversation your firm needs to have right now

The underlying AI architecture your firm chooses can have a significant impact on your compliance risk and overall success. Find out why.

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June 16, 2026

What the AI-readiness gap is costing your investment banking firm – and how you can close it

Investment banking
Intapp Celeste
Intapp DealCloud

63% of institutions lack AI governance frameworks. Find out what the AI-readiness gap is costing investment banks — and how purpose-built platforms help firms close it and drive better deal outcomes.

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June 15, 2026

What it means to be a data-driven private capital firm

The phrase “data-driven” has become so overused in private markets that it’s nearly lost meaning. Every firm claims it. Pitch decks reference proprietary data, systematic […]

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June 4, 2026

The AI-readiness gap in private capital — and what it’s costing your firm

Your private capital firm probably has an AI strategy. But is your firm AI-ready? If you’re stuck in an ongoing cycle of AI point-tool pilots […]

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June 4, 2026

What I heard at the Harvey Partner Roundup — and what it means for how firms govern AI

Warren Knowles

Vice President, Product Management

There’s a distinction I find myself making more often in conversations with law firms: the difference between the practice of law and the business of […]

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June 3, 2026

Portfolio intelligence is becoming a competitive advantage in sponsor coverage

The previous article in this series examined the forces widening the operating model divide: mandate concentration, intelligence complexity, and the compounding advantage of agentic AI. […]

June 3, 2026

In a winner-take-most market, every deal and pitch counts

The previous article in this series examined how fragmented data is impacting coverage precision. This article explores how modern operating models are redefining deal velocity. […]

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June 3, 2026

Beyond go-live: How to turn your CRM into a growth engine

Jon Brewer

Senior PS DealCloud Growth Director

Go-live is a milestone. It’s not the finish line. Yet for many firms, CRM projects stall right after launch. The system is live, users are […]

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June 2, 2026

Why intelligence is the new advantage in private wealth capital flows

David Daum

Senior Manager, Account Management

Capital flows from private wealth are becoming more dynamic, more competitive, and more complex. In this environment, intelligence — not just data — is emerging […]

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June 2, 2026

How leading firms are building institutional‑grade operating layers

David Daum

Senior Manager, Account Management

The firms gaining an edge in private wealth distribution share one thing in common: Rather than simply adding headcount, they redesigned their operating model before […]

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June 2, 2026

The infrastructure gap slowing private wealth distribution

David Daum

Senior Manager, Account Management

Private wealth teams are scaling faster than the infrastructure supporting them — and the gap is widening. Private wealth is becoming a defining growth engine […]

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June 1, 2026

Why most cloud migration plans stall — and what it takes to actually move

Intapp
Bim Dave

CEO

Most law firms aren’t avoiding the move to compliance cloud because they disagree with the case for it. They’re stalling because the case for moving […]

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May 28, 2026

The strategic risk leader: Building the capabilities that will define the next decade

Maria Volokh

Practice Group Leader, Accounting and Consulting

Ten years from now, the most effective risk leaders in accounting will operate very differently than their current counterparts. The capabilities required to lead risk […]

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May 28, 2026

The full-portfolio view: How risk intelligence creates strategic advantage at scale

Maria Volokh

Practice Group Leader, Accounting and Consulting

Most accounting firms are reasonably good at evaluating individual engagements. They have intake processes, conflict checks, independence protocols, and approval workflows. Partners make judgment calls, […]

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May 27, 2026

What your peers across Europe are figuring out about risk — and what it means for your firm

Last month, we hosted a series of risk roundtables focused on the real-world challenges firms are dealing with day to day. Attendees spoke openly about […]

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May 22, 2026

Leading change that sticks: a practical guide for law firm CRM transformation

Gemma Prescott

Practice Group Leader - DealCloud

CRM change management in law firms has a reputation problem. Not because change is inherently hard, but because the traditional approach has typically failed. The […]

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May 21, 2026

Most law firms are watching a competitive shift happen. Some are building a strategy around it.

Part one of a four-part series: AI for the business of law 78% of law firms don’t have a defined AI strategy. That number, from […]

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May 19, 2026

The new economics of law firms: Why AI is rewriting the profit equation

Profit per lawyer across the AmLaw 100 is up more than 50% over the past half decade, and 90% of law firm revenue still flows […]

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May 19, 2026

How to make the right CRM choice for accounting and consulting firms

Brandon Eloy

Practice Group Leader, DealCloud

Every evaluation team has been in this meeting. The CRM evaluation is down to two or three options, someone flags that one of them is […]

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May 15, 2026

Charting the path to strategic risk management: A maturity roadmap for accounting firm leaders

Maria Volokh

Practice Group Leader, Accounting and Consulting

Ask most accounting firm leaders whether their firm manages risk well, and most will say yes. Ask them to describe how risk insight influenced their […]

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May 13, 2026

Why governed AI starts at the engagement level

Richard Bowes

Senior Compliance Growth Director – Incubation & AI

Professional services firms aren’t built like corporations. Ownership is distributed across partners who control client relationships, manage delivery, and carry personal liability for the work […]

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May 13, 2026

Why your AI investments aren’t making your firm more valuable — and what to do about it

Laura Saklad

Vice President, Legal Industry

Over the past two years, law firms have made substantial investments in AI tools — everything from drafting assistants to research accelerators to meeting summarizers. […]

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