Blog

February 14, 2022

Three reasons why focusing on private equity business development is key to your firm’s success

Financial Services
Private capital
Intapp DealCloud

Ben Harrison

President, Industries

Business development work can be difficult to scale, as every interaction with clients and prospects requires a significant amount of time and attention. Previously, private equity firms would often assign...

February 9, 2022

Deal sourcing best practices for 2022 and beyond

Intapp DealCloud

Ben Harrison

President, Industries

Sutton Place Strategies’ Deal Origination Benchmark Report shows how careless deal sourcing and origination in private equity leads to slower, more disorganized deal management and, ultimately, fewer and lower-margin deals....

February 4, 2022

Automate and improve limited partner and investor reporting

Financial Services
Private capital
Intapp DealCloud

Ben Harrison

President, Industries

In addition to the COVID-19 pandemic and consequential economic disruption, the changing and increasing queries of limited partners (LPs) have put a great deal of pressure on general partners (GPs)....

February 3, 2022

Managing risk in the deal process

Financial Services
Investment Banking
Private capital
Intapp DealCloud

Ben Harrison

President, Industries

As investment banks, private equity firms, and other capital markets firms face tremendous compliance obligations and other risk elements in their everyday work, evolving market forces and stricter regulations have...

February 3, 2022

Three ways general partners can improve their investor pipeline

Intapp DealCloud

Ben Harrison

President, Industries

More than 90% of limited partners (LPs) predict that the private markets will continue to outperform the public market. Many feel that private equity offers the best returns, and they’re...

January 27, 2022

Intapp Terms: Technology for Risk Management in a Post-Pandemic Market

Legal
Intapp Terms

Nigel Riley

General Manager, Risk and Compliance Solutions

The COVID-19 pandemic led many firms to abandon the idea of returning to business as usual and reassess many traditional risk management practices. As revealed in the 2021 Intapp Risk...

January 26, 2022

Meet January’s Intapp Employee Hero: Tanya Tomkiewicz

[video_embed video_url="https://youtu.be/ccPwOvnlSF0" image_url="https://www.intapp.com/wp-content/uploads/2022/01/Tanya.png"] Our January Intapp Hero, Senior Client Advocacy Manager Tanya Tomkiewicz, has served clients at Intapp for 6 years. During this time, she has worked closely with numerous professionals,...

January 19, 2022

What We Learned at Intapp Connect20 — Intapp for Accounting & Consulting Track

Accounting
Consulting

From October 27 to 29, Intapp hosted Connect20, helping attendees learn more about how top professional services firms are adapting to the next normal, and leveraging purpose-built technology to reduce...

January 18, 2022

Three ways investment banks can use pipeline management technology for staffing and productivity tracking

Financial Services
Investment Banking
Intapp DealCloud

Ben Harrison

President, Industries

Productivity tracking is no longer a nice-to-have process for investment banking and M&A advisory firms. With remote and hybrid work becoming the norm, firms must implement software that functions not...

January 5, 2022

Risk Management Strategies for a Post-Pandemic Market

Legal

Meg Block

Vice President, Risk Consulting

During 2020 and 2021, professional services firms coped with drastic changes brought on by the COVID-19 pandemic. To remain successful, firms needed to adopt remote or hybrid work environments and...

January 3, 2022

Business intelligent thinking for sell-side M&A advisory

Corporate Development
Financial Services
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

Successful sell-side M&A advisory engagements depend on connecting clients to the most interested and high-powered buyer. There are many potential strategic investors and financial sponsors that could purchase the business...

January 3, 2022

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

Investment Banking
Intapp DealCloud

It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace the latest digital trends to assert their...

December 21, 2021

How CRE teams can use real estate investment management software to boost productivity

Real Assets
Intapp DealCloud

Frank Spadafora

Industry Principal, Real Estate

According to Deloitte’s 2022 Commercial Real Estate Outlook, 8 in 10 respondents say their firms lack a fully modernized core system that easily incorporates emerging technologies. In fact, most commercial...

December 17, 2021

Total Time Visibility: Analyze and Improve Your Firm’s Time Data with Legal Time Management Software

Legal
Intapp Time

Vinnie Scarinci

Practice Group Leader,
Intapp Operations & Finance
Devin O'Leary

Practice Group Lead

As client expectations increase, legal firms need to provide both clients and their own professionals more transparency and insights into their data and work effort. Firms must also find ways...

December 17, 2021

Improve Firmwide Profitability and Efficiency with Legal Compliance Software

Legal
Intapp Time

Brad Messerich

Practice Group Leader,
Legal Operations & Finance

To increase client satisfaction and improve realization, lawyers must successfully manage compliance throughout the entire client matter lifecycle, most notably during time entry and billing. Unfortunately, ensuring accurate and compliant...

December 17, 2021

Using Technology to Reduce Firm Risk Exposure and Improve Outcomes for Accounting Firms

Accounting
Consulting

Jey Purushotham

Practice Group Leader – Risk & Compliance

When an accounting firm considers new business, it must perform an evaluation of the client’s potential impact on the firm’s overall risk exposure. Instead of relying on email exchanges and...

December 16, 2021

Using LPM Technology to Build Your Firm’s Competitive Advantage

Legal

At the end of a matter, lawyers tend to base their success on whether they’ve won the case or filed the documents correctly. But firms need to measure other important...

December 15, 2021

Moving Beyond Traditional CRM Software for Law Firms

Legal
Professional Services
Intapp DealCloud

Despite the numerous benefits relationship management provides to firms — including unifying data and providing key insights on client matters — it’s often difficult to convince partners and professionals to...

December 15, 2021

Integrated Onboarding and Conflicts Clearance

Legal
Intapp Conflicts
Intapp Intake

Although lateral hiring and onboarding workflows vary significantly across law firms, most of these processes share one thing in common: they’re hampered by an inability to quickly capture data. As...

December 15, 2021

Securing Microsoft Teams for matter-based collaboration

Legal
Intapp Walls
Intapp Workspaces

Pat Archbold

General Manager, Collaboration

The COVID-19 pandemic led to a rise in remote and hybrid work environments. As a result, millions of professionals implemented Microsoft Teams to help their teams connect, collaborate, and easily...

Privacy overview

This website uses cookies to improve your experience. Cookies categorized as necessary are stored on your browser; they are essential for the basic functionality of the site. We also use third-party cookies that help us analyze and understand how you use this site. These cookies will be stored in your browser only with your consent. You can opt out of these cookies, but that may affect your browsing experience. Read More

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
__cf_bm	1 hour	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
__hssc	1 hour	HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie.
__hssrc	session	This cookie is set by Hubspot whenever it changes the session cookie. The __hssrc cookie set to 1 indicates that the user has restarted the browser, and if the cookie does not exist, it is assumed to be a new session.
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
drift_aid	1 year 1 month 4 days	Drift sets this cookie as a session identifier token. It is used to tie the visitor on your website to a current website session within the Drift system. This enables session-specific features, such as popping up a message only once during a 30 minute session to prevent a disruptive experience.
drift_campaign_refresh	1 hour	Drift sets this cookie as a unique ID for the specific user. This allows the website to target the user with relevant offers through its chat functionality.
driftt_aid	1 year 1 month 4 days	Drift sets this cookie as an anonymous identifier token. As people come onto the site, they will get this cookie.
li_gc	6 months	Linkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.
visitorId	1 year	ZoomInfo sets this cookie to identify a user.

Performance

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	6 months	Hubspot set this main cookie for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_fs_uid	never	Google Analytics sets this cookie to store an ID string on the current session.
_ga	1 year 1 month 4 days	Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
_ga_*	1 year 1 month 4 days	Google Analytics sets this cookie to store and count page views.
_gcl_au	3 months	Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services.
AnalyticsSyncHistory	1 month	Linkedin set this cookie to store information about the time a sync took place with the lms_analytics cookie.
DRIFT_visitCounts	never	Drift sets this cookie to determine the number of visits of the specific visitor.
fs_lua	1 hour	Captures the timestamp of the last user action. It is used to assist with the FullStory session lifecycle, ensuring user activity extends the session. See “What defines a session in FullStory?” for more info on the session lifecycle.
fs_uid	1 year	This cookie is set by the provider Fullstory. This cookie is used for session tracking.
hubspotutk	6 months	HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.
prevBuyingStage	6 months	6sense intent data
sessionUUID	4 hr	A unique identifier for the visitor’s session on the website. Used to correlate page views andactivities to a single browsing session on the website. It will remain unique for the duration of the cookie.
sixSenseUUID	2yr 12hr	A third-party unique identifier for the visitor that is managed by 6sense.
svisitorUUID	2yr 12hr	A long lived unique identifier of this visitor on the website. It is either correlated to the 6suuid or a unique value, and can be changed during the lifetime of this cookie.
visitorUUID	2yr 12hr	A unique identifier for the visitor that is specific to the website, and will remain unique for theduration of the cookie.
vuid	1 year 1 month 4 days	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Cookie	Duration	Description
bcookie	1 year	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
bscookie	1 year	LinkedIn sets this cookie to store performed actions on the website.
IDE	1 year 24 days	Google DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.
li_sugr	3 months	LinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.
retargetingUID	1 wk	A unique identifier for the purposes of running 6sense Creative Ads
test_cookie	15 minutes	doubleclick.net sets this cookie to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE	6 months	YouTube sets this cookie to measure bandwidth, determining whether the user gets the new or old player interface.
VISITOR_PRIVACY_METADATA	6 months	YouTube sets this cookie to store the user's cookie consent state for the current domain.
YSC	session	Youtube sets this cookie to track the views of embedded videos on Youtube pages.
yt-remote-connected-devices	never	YouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt-remote-device-id	never	YouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt.innertube::nextId	never	YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.
yt.innertube::requests	never	YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

Cookie	Duration	Description
_cfuvid	session	Description is currently not available.
int_s	1 hour	Description is currently not available.
int_vc	1 year	Description is currently not available.
loglevel	never	No description available.

Blog

Blog

Filter by

Three reasons why focusing on private equity business development is key to your firm’s success

Deal sourcing best practices for 2022 and beyond

Automate and improve limited partner and investor reporting

Managing risk in the deal process

Three ways general partners can improve their investor pipeline

Intapp Terms: Technology for Risk Management in a Post-Pandemic Market

Meet January’s Intapp Employee Hero: Tanya Tomkiewicz

What We Learned at Intapp Connect20 — Intapp for Accounting & Consulting Track

Three ways investment banks can use pipeline management technology for staffing and productivity tracking

Risk Management Strategies for a Post-Pandemic Market

Business intelligent thinking for sell-side M&A advisory

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

How CRE teams can use real estate investment management software to boost productivity

Total Time Visibility: Analyze and Improve Your Firm’s Time Data with Legal Time Management Software

Improve Firmwide Profitability and Efficiency with Legal Compliance Software

Using Technology to Reduce Firm Risk Exposure and Improve Outcomes for Accounting Firms

Using LPM Technology to Build Your Firm’s Competitive Advantage

Moving Beyond Traditional CRM Software for Law Firms

Integrated Onboarding and Conflicts Clearance

Securing Microsoft Teams for matter-based collaboration

Activator platform

Compliance

Time

Collaboration