Blog

December 22, 2024

How corporate development teams can tighten workflows with deal management software

Corporate Development
Intapp DealCloud

Since implementing Intapp DealCloud, Progress Software has been able to better connect its clients and internal teams. Learn how your firm can do the same.

December 20, 2024

4 steps to optimize your corporate development pipeline

Corporate Development
Intapp DealCloud

Emily Somma

Industry Cloud Architect

Learn how your corporate development team can use Intapp DealCloud to enhance workflows, make data-driven decisions, focus on high-value activities, and optimize the pipeline.

December 19, 2024

Support your accounting firm’s M&A journey with a centralized, scalable DMS

Accounting
Intapp Documents
Intapp Workspaces

With Intapp Collaboration, accounting firm AAB is able to onboard new acquisitions quicker, drive more cross-collaboration, and better manage documents and workflows.

December 16, 2024

Help M&A teams boost efficiency and profitability with industry-specific AI

Financial Services
Professional Services
Intapp DealCloud

Vertical SaaS and AI solutions like Intapp DealCloud help M&A teams work more efficiently and deliver a better ROI than generic CRMs.

December 10, 2024

Increase corporate banking market share and improve intra-CIB collaboration

Investment Banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

Corporate banking, sometimes referred to as wholesale banking, occupies a large but often poorly understood corner of the financial services industry. Corporate banking — which […]

December 6, 2024

How to securely use Microsoft Copilot at your law firm

Legal
Intapp Walls

As law firms continue to transform their workflows and technology in an effort to become more efficient, many are adopting Microsoft Copilot. Yet while Microsoft […]

November 25, 2024

3 reasons you should enroll in Intapp University

Industry-recognized certifications, simpler onboarding, and faster ROI: Yours at Intapp University If you’ve recently purchased or implemented a solution by Intapp — welcome! To help […]

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 […]

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 […]

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 […]

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 […]

November 14, 2024

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

Accounting
Private capital
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Private equity firms are increasingly recognizing accounting firms as attractive investments, offering steady revenue streams and growth potential.

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? […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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How corporate development teams can tighten workflows with deal management software

4 steps to optimize your corporate development pipeline

Support your accounting firm’s M&A journey with a centralized, scalable DMS

Help M&A teams boost efficiency and profitability with industry-specific AI

Increase corporate banking market share and improve intra-CIB collaboration

How to securely use Microsoft Copilot at your law firm

3 reasons you should enroll in Intapp University

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

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