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Watch to see how DealCloud with Celeste delivers integrated AI for private capital markets 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. Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift. Real assets teams — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform. Watch now to see firsthand how DealCloud with Celeste can change how your firm works.

DealCloud and Celeste: From Coverage to Close Watch to see how DealCloud with Celeste delivers integrated AI for investment banking 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 platform Sector 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 account Capital 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 conversation Watch now to see firsthand how DealCloud with Celeste changes how your investment banking team works

Most firms have already deployed AI. The question is whether governance is keeping pace — specifically, whether engagement-specific controls, ethical walls, and the agentic workflows where AI delivers real leverage are in place before deployment reaches client-facing work at scale. The firms building that foundation now will be the hardest to catch. This session explores how Microsoft’s platform controls and Intapp’s governance layer work together, and why data governance ultimately determines whether your AI investment compounds or stalls at the pilot stage. What you’ll learn: How firms are embedding AI governance into engagement workflows — not as a compliance checkpoint, but as the foundation that makes AI safe to scale How to preserve professional standards and confidentiality controls as AI takes on more active work across client engagements How Microsoft and Intapp work together to help firms expand AI adoption across engagements without trading speed for oversight Watch the recording to see how leading firms are building the governance foundation that lets AI move faster.

Private markets benchmarking has long been one of the industry’s most persistent challenges — but it doesn’t have to be. Watch this on-demand webinar from Intapp and MSCI to explore how institutional-grade data and AI-driven insights are helping private capital firms modernize investing and fundraising workflows.

This webinar explores how AI is reshaping private capital workflows and introduces DealCloud with Celeste—Intapp’s next‑generation, governed AI platform built specifically for private capital firms. Speakers Rudy Saad, Nikolaus Grefe, Katie Chanana walk through the most in‑demand AI use cases across fundraising, deal origination, portfolio management, and governance, and demonstrate how Celeste automates data extraction, surfaces relationship intelligence, and accelerates decision‑making. The session includes a live demo showing automated teaser/CIM ingestion, deal creation, and on‑demand LBO modelling—all directly inside DealCloud.

Watch this on-demand webinar to see how Intapp Properties unifies real assets data and applies AI across the full acquisition-to-disposition lifecycle — reducing tech sprawl and driving measurable performance gains.

The 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, it’s which firms are positioning themselves, today, to take advantage of it. In this on-demand webinar, we 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 now The “Firm AI” vision: where the technology is headed and why the decisions your firm makes today will determine your readiness for what’s coming A 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 language

Law firms are at an inflection point. What happens in the next twelve to eighteen months will define how firms compete for the next decade. Agentic AI is reshaping professional services, but generic AI tools weren’t built for the complexity of law firm environments. Your conflicts logic, confidentiality obligations, ethical walls, and client engagement data require something purpose-built. In this executive webinar, Intapp leaders with decades of firsthand law firm experience explore how Intapp Celeste, Intapp’s AI-native agentic platform, is transforming the way law firms grow, operate, and stay compliant. You’ll also hear about Intapp’s strategic partnership with Harvey, bringing a new layer of compliance governance to one of the fastest-growing AI applications in the practice of law. This is a defining moment for the business of law. Are you positioned to lead? What you’ll learn: Why individual AI productivity tools fall short and how Firm AI embeds intelligence into firm-wide workflows to create durable competitive advantage How DealCloud with Celeste surfaces relationship intelligence, identifies cross-sell opportunities, and helps BD and marketing teams turn data insights into client action (available now) How Time with Celeste automates time capture, enforces billing compliance, and gives firm leadership visibility into engagement economics, write-off trends, and AI adoption ROI How Compliance with Celeste accelerates new business intake, automates conflict screening, and enables continuous matter monitoring so your team can focus on judgment rather than manual prep work How Intapp’s partnership with Harvey extends ethical wall and confidentiality governance directly into AI workflows, ensuring your compliance policies don’t stop where your AI starts Why compliance-native AI is a non-negotiable for law firms and how Celeste is built from the ground up to respect the professional obligations that are existential to your firm

Moving beyond experimentation to embed professional grade intelligence into firm workflows The conversation around AI in accounting and advisory has shifted from “if” to “how.” As growth expectations rise alongside intensifying regulatory scrutiny and margin pressures, firms are moving beyond simple experimentation toward a more thoughtful, governed evolution. In this session, we explore how professional-grade AI is officially arriving for the accounting industry. Discover how the Celeste platform—an AI-native, agentic solution built in collaboration with innovators like Anthropic, Microsoft, and Harvey—is activating intelligent agents to automate compliance, time intelligence, and engagement execution.

Growth is getting harder to achieve without increasing risk. For many accounting firms, legacy compliance models are slowing decisions, limiting opportunity, and exposing gaps. Watch this webinar to see how leading firms are using risk intelligence to move beyond reactive compliance. Learn how to evaluate your current approach, improve client acceptance decisions, and enable confident, high-quality growth.  

Catch what you missed, anytime, anywhere. Learn about a different kind of AI: Firm AI, that’s built around your firm’s knowledge, expertise, compliance obligations, and workflows.

Top accounting firms have invested heavily in Microsoft 365 — but fragmented governance, inconsistent provisioning, and unmanaged collaboration create risk and inefficiency. This webinar explores how secure collaboration enables modern service delivery, strengthens compliance, and prepares firms to confidently leverage AI across client engagements.

Accounting firms are increasingly weighed down by fragmented systems, disconnected document repositories, and manual processes that slow down engagements and frustrate both staff and clients. When documents, workflows, and communication live in separate tools, firms lose visibility, consistency, and momentum across client work. In this on-demand webinar run by Boomer Consulting and sponsored by Intapp, you’ll see how a centralized, modern document management system combined with integrated client collaboration and automated workflows creates a unified engagement experience. The session explores how firms can eliminate duplication, reduce operational friction, and deliver predictable, repeatable engagement execution across service lines. Watch the recording to learn how modern collaboration helps firms streamline document-centric work, improve transparency, and run engagements more efficiently without adding complexity for teams or clients. Key takeaways: How a centralized, firmwide DMS reduces friction caused by fragmented systems and manual processes Ways to automate document and workflow activities to eliminate status chasing and manual routing How consistent, predictable engagement execution improves both staff efficiency and client experience What it takes to orchestrate document-driven client interactions using a single connected ecosystem

Expert analysis on how private equity is reshaping capital strategy, growth, and technology adoption in accounting. Unlock actionable insights from leading experts as they break down the future of private equity in the accounting profession. In this on-demand webinar featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today), you’ll explore key research findings on how firms are approaching capital needs, technology modernization, and the strategic opportunities and challenges presented by private equity investment. Learn what firms of all sizes are considering, how PE can accelerate growth, and where the greatest impacts are expected across the industry.

Watch the on-demand webinar from Intapp and Boomer Consulting to learn how accounting firms can drive growth and efficiency with connected technology, improved data visibility, and streamlined operations.

Watch this on-demand webinar to learn how consulting firms can scale with confidence by turning conflicts management into a strategic growth advantage.

Private capital markets have continued to evolve, and so has the way deal teams need to work to stay competitive. In this 30-minute session designed exclusively for private capital professionals, we explored how Intapp DealCloud is redefining origination, collaboration, and execution through the power of Applied AI. We examined today’s most pressing challenges across the deal lifecycle — from sourcing and pipeline management to collaboration — and demonstrated how the latest DealCloud capabilities address those needs. Attendees learned how to: Originate smarter: Leverage data and AI to uncover and prioritize opportunities faster. Work more efficiently: Use Intapp Assist to streamline workflows and gain actionable insights. Collaborate seamlessly: Connect teams, content, and context across the firm for faster decision-making. The session highlighted how AI is shaping the future of work in private capital, empowering firms to move faster, work smarter, and compete with confidence.

Modernize compliance with cloud-based, AI-enhanced solutions. Learn how Intapp Intake and Conflicts boost efficiency, reduce risk, and streamline firm operations.

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 for a 45-minute webinar that shows how investment banks are tackling these challenges head-on— 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 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 Watch the webinar now and learn how middle-market investment banks can win more mandates when every deal counts.

In this exclusive client session, Intapp experts showcased the latest enhancements to Intapp DealCloud, designed to help investment banking teams work smarter, faster, and more collaboratively. Attendees received an early look at new functionality that centralizes document management, reduces manual data entry, and harnesses trusted AI to improve efficiency and transparency across the deal pipeline. During the webinar, participants learned: How firms are navigating current market dynamics and improving deal origination and execution efficiency How Collaboration for DealCloud integrates with Microsoft SharePoint to create a single, secure source of truth for deal documentation How Intapp Assist for DealCloud uses AI to automate data extraction, streamline workflows, and deliver actionable insights How Intapp’s AI roadmap is shaping a more intelligent, compliant, and connected future for dealmakers Watch on demand to see how DealCloud is transforming the way firms collaborate, manage data, and drive growth.

Explore how AI is reshaping the legal industry and the ethical challenges it presents. This webinar, Ethics of AI for Law Firms, features expert insights on balancing innovation with compliance and professional responsibility.

Discover how leading firms are modernizing timekeeping with Intapp Time’s Horizon Release Intapp and our partner Epiq showcase the Horizon Release of Intapp Time – a next-generation solution rebuilt from the ground up with AI-powered productivity tools, instant compliance validation, and a modern user experience that works the way lawyers do. Key takeaways: Capture more billable hours with AI-powered tools like Quick Add and Activity Stream Ensure compliance automatically with real-time validation that prevents costly write-offs Unlock insights instantly using Ask Intapp to query time and revenue data on-demand Delight lawyers with a sleek, browser-based interface and intuitive mobile experience

Is your tech stack built for fast-moving private markets? Generic CRMs weren’t designed to handle private market complexities. Industry experts from Intapp and Alpha Alternatives came together for an educational webinar to discuss how firms could maximize returns, minimize risk, and strategically reposition themselves in the AI era. Attendees discovered how leading firms had future-proofed their growth strategies and accelerated deal execution by identifying and implementing optimal AI-powered solutions to scale their businesses. They also gained practical tips for building a business case.