• Resources

    Practical insights for professional
    services firms

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Financial Services
Brief

S&P Global Market Intelligence and DealCloud: Enhancing your existing processes with the power of data

With the integration of S&P Global Market Intelligence and DealCloud, capital markets firms can leverage S&P Global Market Intelligence’s robust, differentiated data on private and public companies, newsworthy developments, key professionals, industry metrics, and more from...

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Legal
White paper

How to mitigate the risk of financial crime in law firms

Managing money-laundering risk continues to get more complicated for the legal industry. Firms must stay current and invest in anti-money-laundering (AML) practices and procedures that combat sophisticated financial criminals. Ultimately, every law professional is solely responsible for...

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Legal
Case study

ClientEarth deploys Intapp Documents to enhance legal knowledge management and improve reporting capabilities

ClientEarth selects Intapp Documents for knowledge management software to enhance legal knowledge management, foster collaboration, increase document security, and improve reporting capabilities.

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Corporate Legal
Case study

Major insurer streamlines in-house legal matter management

A major global insurance company deploys Intapp Documents for Corporate Legal to improve matter management within Microsoft 365 by modernizing and improving remote collaboration, workflows, and governance.

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Corporate Legal
Case study

IATA transforms corporate legal matter management

International Air Transport Association (IATA) improves remote collaboration and matter management with Intapp Documents for Corporate Legal.

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Legal

The Intapp Advantage: Streamlining Risk Assessment and AML Processes

At this webinar, you’ll learn how Intapp can provide your firm with an AML solution that integrates with your key systems as well as third-party data and a reputable ID verification partner to enable seamless, efficient, and accurate intake and AML compliance processes.  

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Legal
Brief

Best Practices for Legal Key-Client Program Success

Key-client programs build the foundation for increased profitability for your firm and a better client experience. Read our brief to learn about best practices that ensure that your firm is extracting maximum value from its key-client program.

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Legal
Webinar

Anatomy of a Cloud Migration

Many Intapp Time customers have already experienced the benefits of migrating to Intapp Time in the cloud. If your firm is considering this move, join us for a panel discussion with our expert team. You’ll get answers to important questions that...

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The Changing Paradigm in Professional Services: Where We Will Be Tomorrow?

Join us as four professional services industry leaders offer insights into what we can expect from next in the evolution of the professions, and discuss a trio of important topics: – The effects of the war in Ukraine on the professional services industry – The impact of the...

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Financial Services
White paper

Marketing communications in the modern capital markets firm

In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.

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Financial Services
White paper

The Boutique Investment Bank’s Guide to Becoming Essential to Clients

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

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Financial Services
Article

How a 360-degree client view will help grow your investment banking business

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier,...

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Financial Services
Article

Conflicts of interest in investment banking: 3 ways to manage risk with software

Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3...

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Financial Services
Case study

[CASE STUDY] FSN Capital leverages DealCloud

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

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Financial Services
Case study

[CASE STUDY] Atlantic Street Capital

We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.

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Financial Services
White paper

Building a Stronger Investor Relations Machine

Download our whitepaper to learn how IR professionals can strengthen LP relationships and close deals faster in the capital markets by leveraging DealCloud.

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Financial Services
White paper

Technology and the contemporary private equity firm

After spending countless hours learning and comparing the various approaches to technology-enabled dealmaking at various firms, we extracted five major challenges facing dealmakers in their pursuit of a productive, high-functioning private equity firm.

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Financial Services
Article

Private equity analytics: using data to discover deals

Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.

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Financial Services
Article

Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles

In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.

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Financial Services
Article

Is your private equity firm at risk of getting passed by?

The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...

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Legal

User Community Event Series: OnePlace Risk & Compliance for Legal — Intapp Terms

Learn how your firm can thoroughly evaluate new business, quickly onboard clients, and monitor relationships effectively leverage OnePlace Risk & Compliance solutions.