Blog

November 25, 2024

3 ways to increase user adoption: Tips from Intapp client success stories

Financial Services

For financial services firms, selecting and implementing a new technology solution is usually a resource-intensive endeavor. Stakeholders are typically under pressure to get a fast return on the time and...

November 19, 2024

Enhanced user experience enabled with latest Intapp DealCloud updates

Intapp DealCloud

With the updates in the 2411 Europa product release, Intapp DealCloud users have gained several new features that will save them time by bringing DealCloud capabilities to where they are,...

November 18, 2024

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

Private capital
Intapp DealCloud

Michael Hoyt

Product Manager
Susan Cobb

Senior Product Manager

For private equity and venture capital firms, finding the best deals requires working faster and smarter than the competition. The right tech can make all the difference, from automation that...

November 15, 2024

3 strategies for effective change management at your firm

Large-scale, firmwide change can be triggered by organizational or leadership changes, a decision to expand firm offerings, or a need for updated technology. No matter the cause, if you’re preparing...

November 14, 2024

Aligning your accounting firm’s tech investments with private equity trends

Accounting
Private capital
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

As we approach 2025, private equity (PE) investment in accounting firms is emerging as a significant trend. This shift, which began in 2021 with EisnerAmper's acquisition, has gained momentum with...

October 31, 2024

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

Legal
Intapp Intake

Cindy Mundow

Practice Group Leader, Risk & Compliance
Yelena Chervinsky

Director of Risk Consulting

How international law firms can simplify AML and know-your-client (KYC) compliance with a single framework Do any of these situations apply to your law firm? Your firm is subject to...

October 28, 2024

5 ways to prepare for the AICPA’s new quality management standards

Accounting

Jey Purushotham

Practice Group Leader – Risk & Compliance

The American Institute of Certified Public Accountants (AICPA) has issued four new quality management and risk assessment standards for auditing private companies. These standards will go into effect December 15,...

October 23, 2024

How to govern AI and Microsoft Copilot

Intapp Documents
Intapp Walls
Intapp Workspaces

Colin Truesdale

Director, Solutions Consulting

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are transforming how firms deliver services,...

October 8, 2024

Accounting firms need improved conflict checking in era of private equity investment

Accounting
Intapp Conflicts

As private equity firms continue to invest in the accounting industry, establishing independence through conflict checking has become even more consequential than before. That’s the message we’re hearing here at...

September 4, 2024

6 key features your firm needs in a private equity CRM

Private capital
Intapp DealCloud

Joe Stapleton

Industry Cloud Architect, Private Equity

When it comes to private equity (PE), relationships, data accuracy, and efficiency can make or break deals. Everything hinges on a firm’s ability to build trust and act fast based...

August 22, 2024

Introducing the latest enhancements to Intapp DealCloud: August 2408 release

Intapp DealCloud

At Intapp, innovation is at the core of everything we do. We’re dedicated to advancing our AI tools and technologies to empower our clients with smarter, more efficient solutions. Our...

August 8, 2024

Adhere to client requirements more easily with new enhancements to Intapp Terms

Intapp Terms

Satisfying your clients is a reliable strategy for winning new referrals. Intapp Terms helps you boost client satisfaction by making it easier for teams throughout your firm to adhere to...

August 7, 2024

Cloud vs. on-prem: A CISO weighs the options

Mark Schertler

Chief Information Security Officer

Cloud infrastructure has come a long way. Not that long ago, cloud hosting was thought to be risky and expensive. After all, why would you trust not just your own...

July 22, 2024

5 ways modern business compliance software protects your firm

Financial Services
Intapp Employee Compliance

Nigel Riley

General Manager, Risk and Compliance Solutions

Regulatory agencies are taking an increasingly aggressive approach to enforcement, and firms can’t afford any missteps. The SEC, for example, filed 501 “stand-alone” enforcement actions in 2023 — an 8%...

July 3, 2024

5 tips for a successful AI implementation

Daniaal Choudhary

Technical Product Marketing Manager

As workloads and work hours increase, more and more professionals want their firms to invest in AI tools to help with administrative tasks — so they can provide more value...

June 23, 2024

Using AI to improve collaboration and compliance for accounting firms

Accounting
Intapp Documents
Intapp Workspaces

Marc McNicholl

Managing Director of Sales,
Intapp Collaboration & Content

Accounting engagements are complex and require the expertise of multiple teams, such as advisory and auditing. But different teams often use different tools and processes, making collaboration difficult. On top...

June 20, 2024

Improve investment bank deal team productivity with the new Intapp Conflicts and Intapp DealCloud CRM integration

Investment Banking
Intapp Conflicts
Intapp DealCloud

Your deal team needs to focus on one thing: closing deals. However, the average professional spends 10% of their time — or four hours per week — on manual data entry. ...

June 20, 2024

Preparing your firm for an AI-driven future

Marc McNicholl

Managing Director of Sales,
Intapp Collaboration & Content

Transformative technologies take years to develop — then they suddenly break through and change the world. Take the internet. Development for “internetworking” began in the 1970s, but the internet didn’t...

June 19, 2024

5 ways generative AI can help your professionals work more effectively

Professional Services
Intapp DealCloud

For professionals at advisory, legal, and capital market firms, generative AI can be transformative. Through capabilities like summarization, data capture, and auto-population, AI can save team members valuable time and...

June 7, 2024

Access to AI technology impacts employee satisfaction

Daniaal Choudhary

Technical Product Marketing Manager

Access to AI technology impacts employee satisfaction and success Despite many new advancements in AI, some firms are still hesitant to adopt the technology. This is understandable to an extent,...

June 6, 2024

Save time and make fast, informed decisions with automated transcripts, AI-generated summaries, and narrative generation

Intapp DealCloud

John Harris

Vice President, Product Management

On top of their daily workloads, your firm’s professionals are constantly juggling team and client meetings and the action items that come out of those meetings. Help your professionals conserve...

June 5, 2024

Concerns around AI technology (and how to address them)

Marc McNicholl

Managing Director of Sales,
Intapp Collaboration & Content

From virtual voice assistants to ChatGPT, AI tools are transforming our daily personal lives. Now, fee earners want to use AI technology in their professional lives, too. As our Intapp...

June 5, 2024

How financial services firms improve pipeline management with Intapp DealCloud

Financial Services
Intapp DealCloud

Amit Lalwani

Vice President, Financial Services

Recently, financial industry voters chose Intapp DealCloud as the Best Fundraising Solution in the Private Equity Wire European Awards and the Best Data Provider — Overall in the Private Equity...

June 5, 2024

6 questions to ask when evaluating employee code-of-conduct management software

Intapp Employee Compliance

More than 25% of your firm’s total market value is tied up in one asset: your firm’s reputation. One significant threat to your reputation is employee compliance violations. Given the...

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3 ways to increase user adoption: Tips from Intapp client success stories

Enhanced user experience enabled with latest Intapp DealCloud updates

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

3 strategies for effective change management at your firm

Aligning your accounting firm’s tech investments with private equity trends

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

5 ways to prepare for the AICPA’s new quality management standards

How to govern AI and Microsoft Copilot

Accounting firms need improved conflict checking in era of private equity investment

6 key features your firm needs in a private equity CRM

Introducing the latest enhancements to Intapp DealCloud: August 2408 release

Adhere to client requirements more easily with new enhancements to Intapp Terms

Cloud vs. on-prem: A CISO weighs the options

5 ways modern business compliance software protects your firm

5 tips for a successful AI implementation

Using AI to improve collaboration and compliance for accounting firms

Improve investment bank deal team productivity with the new Intapp Conflicts and Intapp DealCloud CRM integration

Preparing your firm for an AI-driven future

5 ways generative AI can help your professionals work more effectively

Access to AI technology impacts employee satisfaction

Save time and make fast, informed decisions with automated transcripts, AI-generated summaries, and narrative generation

Concerns around AI technology (and how to address them)

How financial services firms improve pipeline management with Intapp DealCloud

6 questions to ask when evaluating employee code-of-conduct management software

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