Event hub

The DealCloud Ambassador Virtual Series is an exciting extension of Intapp's broader Ambassador Program. These virtual events provide a unique opportunity to learn best practices from your peers and the DealCloud team through engaging panel-style interviews. To ensure our conversations are as productive and relevant as possible, we collaborate with our clients to select the most pertinent topics.Session topicJoin us for an exciting panel discussion where you'll hear from your peers on how they are leveraging Dispatch to overcome email marketing challenges. Calli Greenwald, Centerbridge PartnersKetan Patel, CD&RRebecca Leon, Robins KaplanArielle Steffen, TaftAshley Van Dyke, Taft This discussion will be led by Intapp's Cordelia Montes, Client Success Manager. You'll also hear from members of our product team, Tyson Hellmich and Grace Dziedzic-Carroll, who will share an exclusive preview of the Dispatch roadmap.

Is your tech stack built for fast-moving private markets?  Generic CRMs aren’t designed to handle private market complexities. Join industry experts from Intapp and Alpha Alternatives for an educational webinar on September 10 to learn how you can maximize returns, minimize risk, and strategically reposition your firm in the AI era.  You’ll discover how leading firms are future-proofing their growth strategies and accelerating deal execution by identifying and implementing the optimal AI-powered solutions to scale their businesses. You’ll also gain practical tips for building a business case. Reserve your spot today. Agenda:Thinking beyond CRM: AI-powered investing and fundraising solutions Market considerations for multi-strat and specialized firms  Scoping for multi-strat and specialized firms  Q&A with our experts  

Discover how Intapp Time’s Horizon Release empowers firms to capture more billable hours, ensure compliance, and unlock revenue insights – all with less burden on lawyers.Join Intapp and Epiq for an exclusive live session showcasing the Horizon Release of Intapp Time – completely reimagined to deliver a next-generation experience that works the way your lawyers do.Rebuilt from the ground up with intuitive design and powerful AI capabilities, Intapp Time’s Horizon Release simplifies time entry, eliminates revenue leakage, and boosts profitability – giving your firm the competitive advantage. Attend this webinar to discover how Intapp Time is transforming timekeeping:Instant compliance validation: Catch billing issues before they become write-offs with real-time compliance checks and one-click corrections that enforce client terms automatically.Seamless experience across all devices: A brand-new interface delivers greater flexibility, smarter matter matching, and enhanced user control on desktop, web, and mobile.AI-powered productivity tools: Transform voice memos into structured time entries instantly with Quick Add, or get instant answers about logged time using Ask Intapp – all without leaving your browser.Don’t get left behind – Learn why Intapp Time is trusted by 78 of the Global 100, and register now.

Competition in investment banking is fiercer than ever. Deal counts are down, and the bulge bracket banks are taking the biggest mandates—leaving middle-market investment banks to fight for a smaller pool of opportunities where every win matters more. Join Intapp and Monarch on November 18 for a 45-minute webinar that shows how investment banks are tackling these challenges head-on—modernizing origination, strengthening networks, and accelerating deal execution. What you’ll take away: Industry trends you can’t ignore: The realities of deal concentration—and how middle-market firms are adapting From cost to outcome: How leading firms are aligning tech investments with business impact Smarter origination: Using AI-driven tools to break into new networks and secure quality deals earlier What peer firms want: The must-have capabilities firms are asking for in a modern relationship intelligence platform Live Q&A with industry experts: Ask your toughest questions and hear how others are solving the same challenges Reserve your spot today and learn how middle-market investment banks can win more mandates when every deal counts. This webinar will be recorded for those who are unable to attend live. 

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders. This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders. This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders. This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

See why leading private capital firms choose DealCloud  On Thursday, February 19 at 1:00 p.m. EST join a 30-minute live demo of Intapp DealCloud built for private capital front office teams. See firsthand how 1,700+ private capital and investment banking firms leverage DealCloud to manage relationships, deals, and fundraising on a single, purpose-built platform. In this demo, you’ll see: A Relationship-centric CRM that’s designed for investors, issuers, and advisors Deal pipeline management with real-time visibility from opportunity to close IR & fundraising workflows that tracks investor engagement and commitments Outlook integration to automatically capture emails and meetings Why DealCloud Built specifically for private capital markets, DealCloud supports firms at every stage of growth, from emerging and mid-sized teams to the largest global enterprises. Highly configurable and easy to adopt, DealCloud scales as your firm grows, allowing smaller teams to get value quickly while ensuring you’ll never outgrow the system.  Register now to see DealCloud in action and understand why your peers and many of the PEI 300 firms rely on DealCloud as their deal management platform. A similar demonstration geared to Investment Banking is being done right after this one. If interested in attending both, register for the Investment Banking demo here.

See why leading investment banks choose DealCloudOn Thursday, February 19 at 2:00 p.m. EST, join a 30-minute live demo of Intapp DealCloud, purpose-built for M&A advisory and investment banking front-office teams.See how the leading investment banks and financial services firms are using DealCloud to manage client relationships, drive M&A origination, and execute transactions all on a single, purpose-built platform for investment banking teams.In this demo, you’ll see:A relationship-centric CRM for M&A bankers that connects buyers, sellers, sponsors, executives, and intermediariesEnd-to-end M&A deal tracking, from origination and pitching through mandate, diligence, and closeCoverage and opportunity management to identify targets, track buyer interest, and prioritize outreachOutlook integration to automatically capture emails, meetings, and deal activityWhy DealCloudBuilt specifically for M&A advisory and investment banking teams, DealCloud adapts to your coverage model, sectors, and deal processes. Highly configurable and scalable, it supports boutiques through global advisory firms helping bankers originate more opportunities, run tighter deal processes, and deliver better outcomes for clients.Register now to see how DealCloud helps M&A teams improve origination, streamline execution, and strengthen client relationships across every stage of the deal lifecycle.A similar demonstration geared to Private Capital Markets is being done prior to this one. If interested in attending both, register for the Private Capital Markets demo here.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion. 

Law firms are not short on data. They're short on connected, actionable intelligence.Relationship history lives in inboxes. Client insight sits in spreadsheets. CRM data goes untouched. And critical signals never reach the partners who need them most.The firms pulling ahead have changed this — and they're seeing measurable impact.They’ve unified firmwide client intelligence, so relationship risk surfaces early, cross-sell opportunities are prioritized strategically, and business development efforts are focused where they will win.Join us on March 12 at 11:00 AM ET for a candid discussion with law firm leaders who are putting connected client intelligence into practice. Featured speakersJohn Byrne, Chief Business Development Officer, Gould & RatnerStephanie Bishop, Client and Business Intelligence Director, Crowell & MoringJoanne Cummins, Head of Client Development, A&L GoodbodyNicole Goodwin, Associate Director of Client Development Technology and Operations, Baker BottsThese leaders will share:How they are institutionalizing client relationships across practicesHow they are increasing partner engagement and accountabilityHow they are reducing friction across intake, conflicts, and CRM to create a seamless, insight-driven new business processHow they are translating intelligence into revenue impactIf you are evaluating how your firm captures, connects, and activates client intelligence, this session will provide a practical, peer-driven perspective.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.  

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

This roundtable event is designed for Intapp Risk and Compliance clients interested in gaining insights into how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

How Firm AI and trusted partnerships are redefining the business of lawAgentic AI is reshaping professional services. But in law firms, AI should do more than draft RFP responses or client emails. It must operate within complex regulatory boundaries, integrate firm relationship and engagement data, and enhance how lawyers work.In this executive webinar, Intapp will explore the evolving AI landscape and introduce how new strategic partnerships are bringing frontier AI capabilities into a trusted, compliant ecosystem built for law firms.This is a defining moment for the business of law.Are you positioned to lead?

AI is dominating headlines. For accounting and advisory firms, the real question is not whether AI matters. It is how it will redefine growth, risk management, and client delivery. This moment is less about experimentation and more about thoughtful evolution. Growth expectations are rising, margin pressure continues, and regulatory scrutiny is intensifying. Firms are considering how to embed AI in ways that deliver measurable impact while aligning with professional standards and governance requirements. At Amplify 2026, Intapp introduced Celeste, an AI-native agentic platform purpose-built for professional firms. Celeste activates intelligent agents across growth, engagement execution, compliance, and time intelligence, embedding domain expertise directly into your workflows. Intapp is building with leading AI innovators — including Anthropic, Microsoft, and Harvey — to deliver integrated solutions for accounting and advisory firms. Professional-grade AI for accounting and advisory firms has arrived. Reserve your spot for April 8 to learn what this next era looks like for your firm. Agenda subject to change as we incorporate the latest developments in AI and industry innovation. 

Law firm marketing teams are under pressure to deliver smarter campaigns, sharper audience insights, and measurable ROI — without adding headcount. In this live demo, see how DealCloud with Celeste gives marketers the unified data, intelligent automation, and AI-driven insights they need to operate as true strategic partners to BD and firm leadership.In 60 minutes, you'll learn how DealCloud helps marketing teams:Break down data silos to target the right clients and contacts with precisionAutomate campaigns and event workflows to free up time for high-value workDemonstrate the commercial impact of marketing activity with confidenceWork smarter with Celeste, your AI layer for research, drafting, and day-to-day marketing tasksReady to elevate your marketing function and compete in an AI-first legal market? Save your spot.

Reinventing real assets with an AI-powered operating system Real asset firms are facing a structural shift. In today's tighter, more complex markets, fragmented systems and disconnected data prevent firms from realizing meaningful AI impact. To compete, firms need a unified, property-centric operating model built specifically for the realities of real estate. Join us as we introduce Intapp Properties, the purpose-built, enterprise-grade operating system for real assets. Backed by Intapp's scale, real estate suite, and AI innovation. We'll explore how an AI-first data foundation enables intelligent automation across the full lifecycle, from acquisition and development through portfolio management and disposition, and how consolidating into a single system reduces tech sprawl, increases productivity, and drives measurable performance gains. We'll also preview the future state with Celeste and what agentic AI means for the modern real asset firm. What we'll discuss:The big shift in real assets - why fragmented systems limit AI impact in today's marketIntapp's broader investment - What Intapp Properties means within the real estate suiteIntroducing Intapp PropertiesThe AI-first data foundationThe operating system across the real assets lifecycleUnlocking AI-driven performance - reducing tech sprawl, increasing productivity, and driving measurable gainsThe future state: Celeste for the Firm - preview of agentic AI in action

Law firm BD teams are expected to pursue the right opportunities, assemble the right teams, and win more work faster than ever. In this live demo, see how DealCloud with Celeste equips BD professionals with the data, workflows, and AI-driven intelligence to modernize pursuit management and accelerate growth.In 60 minutes, you'll see how DealCloud helps BD teams:Manage every pursuit with a single source of truth — no more scattered spreadsheets or missed follow-upsIdentify the right pitch team instantly using experience data, relationship history, and internal expertiseUncover whitespace and cross-sell opportunities before your competitors doPut Celeste to work — AI built for the BD tasks that matter mostIf your firm wants to compete more strategically, respond faster, and win more high-value work in an AI-first market, this session is for you.

The expanding role of AI in investment bankingThe investment banking landscape is shifting, and it's shifting quickly. Deal volume is bifurcating, competition for mandates is intensifying, and the largest banks are investing heavily in AI, presumably with the expectation of a substantial return in the form of more deals and better deal outcomes. The question isn't whether AI will reshape how the industry operates, its which firms are positioning themselves, today, to take advantage of it.Join us on April 16 for an exclusive webinar where we'll share what we're hearing from investment banks of all sizes, and in all corners of the globe, demonstrate what AI-powered investment banking looks like in practice today, and lay out the path to firm-wide AI adoption.What we'll cover:The current market reality for investment banks: deal dynamics, where firms are winning and struggling, and what the industry's AI leaders are doing right nowThe "Firm AI" vision: where the technology is headed and why the decisions your firm makes today will determine your readiness for what's comingA live look at DealCloud with Celeste in action: conversational AI that helps bankers identify coverage gaps, prep for pitches, and execute deals, all in natural languageSave your seat now!

This roundtable event is designed for firms in the region to explore how Intapp Risk and Compliance solutions are ensuring law firm leaders can respond swiftly to evolving risk management challenges. We will discuss how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.Located upstairs at Lotti's in The Hoxton | Herengracht 255, 1016 BJ Amsterdam, Netherlands

This roundtable event is designed for firms in the region to explore how Intapp Risk and Compliance solutions are ensuring law firm leaders can respond swiftly to evolving risk management challenges. We will discuss how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration. The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.

DealCloud with Celeste: AI purpose‑built for private capital Join our webinar on April 22, 2026, as we share our AI‑powered capabilities available today in DealCloud with Celeste, as well as our future agentic AI roadmap.Rudy Saad, Global Head of Private Equity & Private Capital Markets, and Nikolaus Grefe, AI Practice Group Leader, will discuss in a session moderated by Katie Chanana, Client Development Director.Intapp powers more than $9.5T AUM for leading financial services firms globally. In strategic collaboration with Microsoft, Anthropic, and over 130 technology and data partners, Intapp is the leading provider of integrated AI solutions to the majority of the PEI 300 globally.Register to learn how our next-generation of governed AI is transforming private equity and private capital, from deal origination and financial modeling, to due diligence and risk management.

This roundtable event is designed for firms in the region to explore how Intapp Risk and Compliance solutions are ensuring law firm leaders can respond swiftly to evolving risk management challenges. We will discuss how peer firms are leveraging the latest cloud capabilities to respond to evolving risk management challenges. Attendees will gain insights into how peer firms are maximizing their investment in Intapp cloud solutions, learn from real-world experiences, and preview the latest product roadmap and features. Learn about a complimentary offering from Intapp to help plan a successful migration.The session concludes with optional networking to continue the conversation with fellow risk and compliance leaders.  This event is invite-only and seating is limited to ensure a high-value, interactive discussion.This event is in the 1776 Private Dining Space at 1 Lombard Street, London EC3V 9AA

Time: Breakfast from 8:30, discussions from 9:00 to 10:30amLocation: The Royal Yacht Hotel, Vista Suite  This interactive session is a chance to sit down with peers to discuss how different law firms are rethinking the roles and responsibilities of M&BD teams to support strategy, collaboration and growth. We’ll unpack:The skills and structure needed for M&BD teams to succeed in the futureOpportunities to streamline M&BD workflows using technology and AICommon challenges in aligning M&BD strategy with broader firm goals We’re delighted to be joined by Intapp's Jon Brewer, former CMO at Orrick and European Legal Marketing Association Board member. Jon will chair a candid conversation on how he reimagined his M&BD team, and how law firms are responding challenges they are facing.

Data-driven private capital firms: Enhancing investing and fundraising workflows with institutional-grade benchmarksPrivate markets benchmarking has long been one of the industry's most persistent challenges, but it doesn't have to be. Join Intapp and MSCI for an exclusive webinar exploring how institutional-grade data and AI insights are reshaping the way GPs approach deal sourcing, portfolio monitoring, and fundraising.In this session, our experts will unpack the benchmarking challenges GPs face today, from justifying valuations to LPs to finding the right peer universe. You'll hear MSCI's perspective on what reliable data looks like in practice, and see how the Intapp and MSCI partnership surfaces actionable intelligence inside your DealCloud workflows, supporting decision-making at both the deal and fund level.

Partners and lawyers are expected to bring in business, deepen client relationships, and stay ahead of a fast-moving market — on top of billable work. In this live demo, see how DealCloud with Celeste gives partners and lawyers the relationship intelligence, deal visibility, and AI-driven tools they need to originate more business and strengthen client connections without adding to the administrative burden.In 60 minutes, you'll see how DealCloud helps partners and lawyers:Get a complete view of every client relationship — contacts, history, activity, and opportunity — in one placeStay on top of active matters, pursuits, and key client touchpoints without relying on memory or manual trackingIdentify cross-sell and referral opportunities using your firm's collective relationship dataPut Celeste to work — AI built for the research, drafting, and client prep tasks that eat into your dayIf you want to spend less time tracking down information and more time building the relationships that grow your book of business, this session is for you.

Intapp Leadership Summit in partnership with EYPrivate capital markets and financial services are being reshaped by forces that reward firms who move with clarity — on AI, on data, and on how operating models need to evolve. This is a day built around that conversation.Join us on June 2 for a facilitated roundtable bringing together CIOs and senior financial services technology leaders, co-hosted by Intapp and EY. The conversation focuses on the technology and market forces defining 2026 across private capital markets — including AI and data as competitive differentiators, regulatory and cyber realities, and where transformation is gaining traction and where it isn't. This is a peer-level discussion, not a presentation. Stay around for lunch following the program.Attendance is by invitation only. Reserve your place today.Hotel Accommodations Hotel rooms are available at the Renaissance New York Midtown Hotel at a special group rate. Book here by May 22.

Tuesday, 3 June | Intapp London OfficeRegistration from 2:30 pm | Sessions 3:00-4:30 pm | Drinks to followA session built around your prioritiesWe'll be covering the topics that matter most to technology leaders in law firms right now, and we intend to run this twice a year going forward.On the agenda:Tony McKenna, CIO at Lawfront — Hear from a long-time Intapp client on how Intapp solutions integrate with and support the broader technology stack. Followed by open discussion of real-world successes and challenges.Richard Baskerville, Senior Director of Global Microsoft Alliance at Intapp — Where the Intapp and Microsoft co-innovation conversation is headingBrad Sidwell, Client Technology Strategist at Intapp — A practical update on AI and agentic AI: what's deployed, what's working, and what's next.Drinks and continued conversation to follow.

DealCloud and Celeste: from coverage to close, is designed for existing DealCloud customers across investment banking. We will demonstrate how DealCloud with Celeste delivers integrated AI that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day. Time consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process - enabling your team to move faster and focus on the client relationships and mandates that matter most. This session includes dedicated use cases for:M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platformSector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm's full history with that accountCapital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversationSee firsthand how DealCloud with Celeste will transform how your investment banking team works.

DealCloud and Celeste – putting your data to work, is designed for existing DealCloud customers across private capital markets. We will demonstrate how DealCloud with Celeste delivers integrated AI that puts your deal history, relationship activity, and market intelligence to work — directly within the platform your team uses every day. Time-consuming work tied to sourcing deals, creating records from CIMs and agreements, researching firm history, and generating critical reports and fund documents becomes an automated process — enabling your team to move faster and focus on the strategic work that matters most.The webinar includes dedicated workflows for:Fundraising and investor relations professionals — Celeste identifies LP relationships that need attention, prepares your team for re-up conversations using engagement history already in DealCloud, and helps you stay ahead of your reporting cycle.Infrastructure and real assets firms — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform.Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift.See firsthand how DealCloud with Celeste will transform how your firm works.

Intapp is a sponsor of LegalTechTalk 2026, joining legal professionals and technology leaders for two days of insight and discussion on the future of legal practice. On 17 June, 11:30–12:30, Laura Saklad, VP of Legal Industry at Intapp, will host a workshop: From proof to production: building your firm’s agentic AI playbook. Attendees will leave with a clear view of where agentic AI creates the most immediate business value, visibility into what their peers are prioritising, and a practical framework for building their firm’s agentic roadmap.

Don't miss this exclusive first look at the Intapp vision for agentic Firm AI — and the next generation of AI agents bringing it to life today.This session's time is geared toward those in North America and Europe. We are also offering this session to those in APAC/MENA on Thursday, July 16. To register for that session instead, please click here.

Don't miss this exclusive first look at the Intapp vision for agentic Firm AI — and the next generation of AI agents bringing it to life today.This session's time is geared toward those in APAC and MENA. We are also offering this session to those in North America and Europe on Wednesday, July 15. To register for that session instead, please click here.

Intapp at ILTACON 2026Firm AI for the business of lawYour professionals already have AI. The bigger prize is the firm itself: governed AI that runs the business of the firm — business development, key client programs, new business, intake, conflicts, client and engagement economics to drive firm profitability — on your firm’s data and inside the rules that govern it. That is Firm AI, and Intapp delivers it through Intapp Celeste, our agentic AI platform.At Intapp, AI governance isn’t optional, it formally grounds our entire product suite. Celeste is built for the specialized workflows and complex relationship networks of professional firms. Intapp’s AI understands how your firm operates and acts inside your risk structures, ethical walls, need-to-know rules, and security requirements.At ILTACON, see what it makes possible. Spend the week with us and leave with a clear path from your first use case to firmwide advantage.Build your weekClick "Register Now" above to reserve your seats for a roundtable or click here to book a demo.Book a 1:1 demoBook 25 minutes with our team and see how Firm AI fits your firm. The most-requested demos:Celeste for the Firm Intapp Celeste — Firm AI that understands your firm’s data, acts inside your governance, and gets real work done across conflicts, compliance, time, and business development.Compliance with Celeste — clear conflicts and onboard new business faster, with client obligations enforced across the matter lifecycle.DealCloud with Celeste — make firmwide relationships, activity, and market intelligence one source of truth, so teams pitch sharper and win more work.Time with Celeste — From timekeeping to profitability intelligence — Time with Celeste. Time becomes the data layer behind sharper pricing, staffing, and realization decisions — captured automatically, governed by billing rules, and turned into the insights firm leadership runs on.Walls for AI and Intapp Workspaces with Celeste are available on request.Slots are limited and the calendar fills before the show. Click here to book time now rather than on the floor.Hosted roundtables: breakfast and lunchIntapp hosts focused, hour-long working sessions each morning and midday on a single topic, designed for candid discussion among peers. Seats are limited and fill quickly.Scale AI without scaling risk.Walls for AISpeaker: Simran Shah, Senior Product Manager, Intapp Sponsor: HarveyMon, Aug 24, 7:30–8:30 a.m.Ethical walls built for AI — so you can expand without exposing client confidences. Hear how firms are moving fast and staying safe.Agentic compliance at the speed of new business.Compliance with Celeste — Conflicts, Intake, and TermsSponsor: Helm360Speakers: Marie-Claire O'Reilly, Senior Client Experience Director, Intapp, Alexa Pothier, Senior Growth Director, Intapp, and Bim Dave, CEO, Helm360 Mon, Aug 24, 12:30–1:30 p.m. Onboard clients and clear conflicts faster — so your team spends time on work that actually moves the needle.Turn relationships into revenue.DealCloud with CelesteSponsor: HarborSpeakers: Chris Raymond, Practice Group Leader, DealCloud, Intapp, Chris Whitmore, Senior Director, Practice Group Leader, DealCloud, Intapp, and Sarah Happy, Director of Marketing Technology, Harbor Tue, Aug 25, 7:30–8:30 a.m. Relationships, activity, and market intelligence unified — one source of truth your whole firm can act on.Coworker agents in every function of the firm.Celeste for the FirmSpeaker: Kelly Catalane, Managing Director, Applied AI, Intapp and Brandon Eloy, Senior Solutions Engineer, Applied AI, IntappTue, Aug 25, 12:00–1:00 p.m. Repeat: Wed, Aug 26, 7:30–8:30 a.m.See leading firms deploy agentic AI across every practice — inside the ethical walls that already protect them.Engagement economics, sharpened in real time.Time with CelesteSponsor: EpiqSpeaker: Ken Houseman, VP, GM Time, Intapp, David Robinson, Director, Solution Architecture, Epiq, and Sharon Scenna, Senior Solution Management Director, IntappWed, Aug 26, 12:00–1:00 p.m. Know which engagements actually make money — with time captured automatically and validated against billing rules, so leaders see exactly where the margin is.At the top of this page, click "Register Now" to reserve your roundtable seats.

The legal sector’s most senior leaders gather once a year to exchange what’s actually working — and what isn’t. Alternative Legal Management brings together managing partners, CEOs, CFOs, and COOs from mid-tier UK law firms for an invitation-only programme of content-driven sessions and peer-led roundtables at Wyboston Lakes Resort, Bedfordshire. Intapp is a sponsor of Alternative Legal Management 2026. Visit our stand to see how Intapp Celeste is helping law firms work smarter — connecting people, knowledge, and client relationships across the firm.

Alternative Legal IT is the must-attend forum for CIOs, CTOs, and IT directors from mid-tier UK law firms — a focused, invitation-only event designed for the technology leaders shaping how modern legal practices operate. Taking place at Wyboston Lakes Resort, Bedfordshire, the programme combines peer-led discussion with practical insight on the issues that matter most to legal IT. Intapp is a sponsor of Alternative Legal IT 2026. Visit our stand to see how Intapp Celeste is helping law firms connect their people, knowledge, and client relationships — and build the operational foundation for a more efficient, competitive firm.

Intapp is proud to sponsor the Private Equity Europe Forum, taking place September 15–16, 2026, in London. This education-focused event brings together leading investors, fund managers, and advisors to explore the issues shaping European private capital, from fundraising trends and secondaries to UK market dynamics and the impact of Firm AI on how firms operate. Stop by the Intapp booth to meet our experts, see the platform in action, or schedule a demo.

Most firms track time. The best firms act on it.Join us on September 15 for a first look at how Intapp Time with Celeste closes that gap — from automatic time capture through billing compliance to engagement economics that compound over time.In this session, you’ll see live demonstrations of new capabilities organized around three outcomes: capturing time effortlessly, protecting earned revenue, and sharpening profitability decisions. You’ll also hear what’s coming next on the roadmap.Whether you’re already using Intapp Time or evaluating your options, this session will show you what Firm AI looks like when it's built into the revenue workflow, not layered on top of it.

Intapp is proud to be a supporting partner of Consulting Magazine’s Best Firms to Work For, an annual awards program recognizing the professional services organizations where consultants do their best work. Honorees are selected based on confidential survey responses from each firm’s own billable consultants, evaluating six dimensions of employee satisfaction: culture, career development, work-life balance, client engagement, compensation and benefits, and firm leadership. At the awards dinner, official rankings will be revealed for 44 honoree firms across four size categories: boutique, small, midsize, and large. This year’s theme, “AI and Workforce,” explores one of the profession’s most pressing questions: How are firms evolving their culture, talent strategies, and operating models as AI reshapes the future of consulting?

Intapp is proud to sponsor the 10th anniversary edition of the LegalTech Workshop, a highly curated gathering of leaders in the legal industry.

DealCloud with Celeste gives BD and marketing teams a governed way to put relationship data to work, with agents that do the research and deliver finished work back to the people who need it.Marketing ROI, from every spend to matter closeSee how marketing teams track event investment all the way through to matter close to identify which programs generate the most revenue, and where to focus next.360-degree client intelligence, ready before every meetingSee how partners and BD professionals prepare for client conversations with a complete view of the relationship — prior matters, engagement history, referral paths, and warm connections — surfaced automatically before they walk in the room.Monday morning digests for partners and BDSee how the Monday morning digest works in practice: a weekly rundown of where each partner and BD professional should focus their time, which relationships are going cold, and where opportunities are progressing.Client data across systemsSee how Intapp Celeste connectors bring client data together across firm systems, so BD opportunity can be evaluated against conflicts exposure from the start, not after the fact.

Law firm profitability doesn't start at the timesheet. It starts when work is priced and staffed — and it runs through time, billing, and collections before a dollar is realized. For most firms, those stages operate in silos, and the leakage accumulates at every handoff.The Intapp Profitability Network changes that. Built with specialist partners who lead in each stage of the chain, the network connects pricing, staffing, billing, and collections into one governed, intelligent system with Celeste surfacing intelligence across the full arc.Join us to see the network in action. Each founding partner will walk through how they add value at their stage of the chain, what integration with Intapp Time and Billstream looks like, and how Celeste connects the pieces into firm-level profitability intelligence.

Most AI built for professional firms was designed for speed, not governance. For accounting firms, that's a problem. Independence screening, conflicts clearance, and client intake aren't just workflows to accelerate — they're obligations that define whether a firm can take an engagement at all.Intapp Celeste is a governed AI coworker built for professional firms, designed to work within your independence requirements, ethical walls, and compliance policies from day one. This session is the first time we're bringing that story specifically to accounting firm leaders.We'll cover three things you can take back to your team:What Intapp Celeste means for accounting firm compliance. How Celeste works alongside your team in client intake, conflicts clearance, and independence management — and what changes when governed AI is running inside those processes.How the Moody's integration extends what's possible. Celeste now surfaces Moody's entity screening, ownership structures, and company intelligence via MCP — directly inside the moments where intake and independence decisions get made.What separates firms using compliance as a growth lever. The operational patterns that distinguish firms winning the right clients from those creating friction for themselves — and where governed AI fits in.Who should attendManaging partners, risk and compliance leads, and COOs at accounting firms evaluating how AI fits into their compliance infrastructure over the next 12 to 18 months.

Most firms manage compliance. The best firms use it as a competitive advantage.Join us for a first look at how Intapp Celeste helps firms consolidate intake, conflicts, and terms into a single governed compliance environment—so firms can accept more business faster, without taking on more risk. From onboarding through closing, Celeste guides you through the entire deal lifecycle with AI that works the way lawyers actually think: you can chat with your data, call on intelligent assistants to handle routine work, and get the concierge-level support that keeps deals moving.In this interactive session, we'll demonstrate how Celeste handles the full business acceptance lifecycle, with compliance controls that perform under real pressure. Watch live as the platform manages the workflows that typically tie up your team.Whether you're already on Intapp Compliance or evaluating your options, this session will show you what Firm AI looks like when it's built into the compliance workflow, not layered on top of it.

The Nordic Private Equity Forum brings together GPs, LPs, fund managers, and institutional investors from across the Nordics, UK, and broader Europe for a day of high-impact discussion on the forces reshaping private equity. Intapp is a sponsor of this year’s forum. Nikolaus Grefe, Practice Group Leader, DealCloud, will be participating in the roundtable session: AI, obviously: driving the conversation on origination, operations, and returns — exploring how AI is reshaping deal origination, value creation, corporate integration, and evolving LP expectations. Meet the Intapp team on site to learn how Agentic Firm AI is helping PE firms compound institutional knowledge, deepen relationships, and build the operational edge that separates scaling firms from those that plateau.

Intapp is sponsoring the Operating Partner & Value Creation Summit, an invitation-only gathering for senior operating partners, value creation leaders, and portfolio executives, taking place on 8 October 2026 at the Institute of Directors, London. Rudy Saad, Global Head of PE and Private Capital Markets at Intapp, will be speaking at the event’s fireside chat — Accelerating Transformation and Sustainable Value Creation — exploring how operating partners can drive measurable performance earlier in the hold period, integrate acquisitions effectively, and build stronger companies capable of sustaining improvements beyond the investment period. If you’re attending, we’d love to connect.

The AI bill is growing. The firm isn't.A session for private capital leaders.Every desk in your private capital firm runs AI today. The bill is growing. Firm performance isn't. AI spend has become one of the fastest-growing unplanned lines on the quarterly budget — CFOs can't forecast it, IT is pushing back, and nobody can fully defend the output when it matters most. Spiralling costs and underperforming output have the same root cause: the AI on every desk was built for the individual, not the firm. General models guess at your deal stages, your fund taxonomy, and the institutional judgment your team has built over years — at your expense in trust, accuracy, and the decisions that matter most.  This is what Firm AI fixes — AI built for the business of the firm.  On Wednesday, October 14, Nikolaus Grefe, Director of AI & Data at Intapp, will show you why and what it looks like when your AI actually knows your firm inside Intapp DealCloud with Celeste, in 30 minutes. In this session, you'll have a clear answer to three questions your leadership team is already asking: — Why is our AI spend so hard to forecast and what's actually driving it up? — Why does the AI keep getting our deal and fund data wrong? — What does it look like when AI actually knows your firm — and costs come down as a result? Can't join? Still register and we will send you the recording. Intapp powers more than $9.5T AUM for leading financial services firms globally. In strategic collaboration with Microsoft, Anthropic, and over 130 technology and data partners, Intapp is the leading provider of integrated AI solutions to the majority of the PEI 300 globally.

The AI bill is growing. The mandates aren’t.A session for investment banking and advisory leaders.Every desk in your investment banking firm runs AI today. The bill is growing. The mandates aren't.AI spend has become one of the fastest-growing unplanned lines on the quarterly budget — CFOs can't forecast it and IT can't explain it. and nobody can fully defend the output when it matters most. Spiralling costs and underperforming output have the same root cause: the AI on every desk was built for the individual, not the firm. It doesn't know your relationship history, your coverage team's language, or the institutional judgment sitting inside your DealCloud — so it guesses, every time, at your expense in trust, in accuracy, and in the decisions that matter most. This is what Firm AI fixes — AI built for the business of your firm. On Wednesday, October 14, Nikolaus Grefe, Director of AI & Data at Intapp, will show you why and what it looks like when your AI actually knows your firm inside Intapp DealCloud with Celeste, in 30 minutes. In this session, you'll have a clear answer to three questions your leadership team is already asking:— Why is our AI spend so hard to forecast and what's actually driving it up? — Why does the AI keep getting our client and deal data wrong? — What does it look like when AI actually knows your firm — and the right answer lands before the pitch goes out?Can't join? Still register and we will send you the recording. Intapp powers more than $9.5T AUM for leading financial services firms globally. In strategic collaboration with Microsoft, Anthropic, and over 130 technology and data partners, Intapp is the leading provider of integrated AI solutions to the majority of the PEI 300 globally.

Keep the night going with Intapp and GreenBarn Investment GroupAfter a full day at CREtech, join Intapp and GreenBarn Investment Group for an evening at Haswell Green’s in the heart of Midtown Manhattan.We’re bringing together friends, clients, and colleagues from across the commercial real estate community for drinks, music, and good company. No panels, no presentations. Just a chance to catch up, make new connections, and close out the night together.Space is limited. RSVP to reserve your spot today.

A gathering for chief operating officers and chief financial officers at law firms. The Forum brings senior leaders together to talk candidly about what’s next in law firm management, with a focus on the financial and operational issues facing the industry. Law firm COOs and CFOs come to strengthen their operational, financial, and strategic leadership. Intapp is attending to support law firms with the data and insights they need to advance their initiatives. Ken Houseman of Intapp moderates a panel on using AI as a strategic advantage.

The risk landscape is changing. Is your firm keeping up? Join us at the NSCP National Conference, October 25–28 at the Hyatt Regency Grand Cypress — where decision-makers and leaders from across financial services come together to tackle the challenges reshaping compliance. Visit Intapp at booth 9 to see how connected workflows, embedded governance, and Firm AI can help you manage risk at every stage of the client lifecycle, without slowing down new business. Save your seat today.

Celeste in action: Screen faster, prep smarter, watch closerJoin us for a 45-minute live look at Celeste, built for how private capital teams actually work.Private capital firms are drowning in the volume of inbound deal flow, but screening it, prepping it for committee, and keeping tabs on portfolio companies after close still runs on manual review. See how Intapp Celeste changes that. In this session, we'll walk through Celeste scoring inbound deals against your firm's own mandate in minutes, turning a CIM straight into an IC summary and a staged DealCloud record, and rating your client portfolio to surface which relationships are thriving and which need attention — all governed by the same firm data and compliance guardrails your firm already relies on. We'll open with a recap of what's new since our July launch, then go hands-on with the workflow from origination through ongoing portfolio management. 

We’re proud to be an Impact Sponsor at the 2026 Private Markets AI Summit. Join us on November 4 in New York City, where top GPs, LPs, and technology leaders will examine how AI is being built into the operating layer of private markets firms. Intelligence is becoming infrastructure in private markets, and agentic Firm AI — AI built for the business of the firm — is how that shift takes shape. Stop by our exhibit table to learn how Intapp DealCloud with Celeste uses Firm AI to connect your proprietary intelligence within one platform, and run workflows with AI coworkers grounded in your firm’s compliance rules and data.

Intapp is proud to sponsor Briefing Operations Leaders 2026, an executive briefing event bringing together senior legal operations professionals from leading UK law firms. Hosted by Briefing, this curated gathering convenes C-level leaders, operations directors, and department heads responsible for navigating organizational risk, driving strategic transformation, and optimizing operational workflows across the legal sector. Join us at Norton Rose Fulbright in London for a half-day of focused discussion on the challenges and opportunities shaping legal operations today. Attendees will explore how leading firms are rethinking workflows, leveraging technology, and building the operational foundations needed to compete in an evolving market — with Intapp on hand to share how our platform supports firms at every stage of that journey. Harry Offer and Telvinder Ryatt, both Managing Directors at Intapp, will moderate a roundtable discussion. Brad Sidwell, Client Technology Strategist at Intapp, will speak on the panel “Data in practice: building the foundations for an AI-enabled firm” alongside Marie Armstrong, Chief Operating Officer at DAC Beachcroft, and Tara Pichardo Angadi, Director of Knowledge, Data and Insights at Norton Rose Fulbright.