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Intapp has expanded its partnership with Monarch to now include reselling DealCloud and accelerated deployment services. Monarch specializes in helping capital markets firms adopt and maximize ROI on their technology stack. As markets become increasingly competitive, this deepened partnership will ensure clients can operate with the precision and speed needed to lead.

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2026 is a proving ground for structured credit desks. Market activity is accelerating across CLOs, ABS, and SRTs, while regulators demand audit-ready data and investors demand allocation transparency. For firms still relying on legacy tools, the cracks are showing, from data risks to missed market windows. The firms that replace fragmented processes with end-to-end, market-ready…

With trillions in private capital dry powder still waiting to be deployed, and limited partners (LPs) increasingly selective about where they commit, competition in the secondary market has never been more intense. Once viewed primarily as a liquidity mechanism, secondaries now play a critical role in portfolio management and capital recycling. For firms looking to…

You’ve made the case. Leadership agrees a modern CRM is essential. Now comes the question every firm asks: How do we actually do this without the year-long implementation nightmare? 

The answer is simple: you don’t build a CRM for legal. You activate one. 

CRM modernization used to mean endless configuration cycles, custom development, partner frustration, budget overruns — and adoption that never materialized. Growth-minded firms today aren’t suffering through…

As consulting firms grow, conflict management is no longer just a risk function. It has become a strategic capability that directly impacts speed to revenue, reputation, and client trust.

That reality was front and center in Consulting Magazine’s recent webinar, “Scale with confidence: the strategic conflict framework for high-growth firms” sponsored by Intapp. Industry leaders

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The shift from on prem to cloud based compliance is gaining momentum as firms look to harness AI and modernize core risk processes. To support this transition, Intapp industry leaders recently hosted a series of in person roundtables and a webinar, and we’ve collected the highlights and key insights shared across those discussions.

The numbers…

The Line editor Alice Murray wrote an article on how smaller firms are using tech to gain the scale and infrastructure needed to compete in the private wealth market. In the article, Rudy Saad, Global Head of Private Equity and Private Capital Markets at Intapp, contributed his thoughts on AI-enabled technology–like DealCloud–as an enabler,…

How hidden inefficiencies slow your firm’s growth, delay deals, and stall service delivery

Spreadsheets used to stand for efficiency. They offered familiarity, flexibility, and control — the comfort of knowing everything was just a formula away. But today, those same spreadsheets that once powered productivity are a source of friction.

Today’s accounting and advisory firms

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Recently, Accounting Today hosted an in-depth panel discussion featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today). The session explored findings from Accounting Today’s latest research survey and examined how private equity (PE), capital strategy, and AI adoption are transforming the accounting industry.

This recap summarizes the research objectives,…

Law firms know they need to modernize. Yet despite investing millions in technology, many still struggle to drive meaningful adoption. The problem isn’t that lawyers resist change. It’s that most systems weren’t built for how they actually work.

Here’s what most vendors won’t tell you: the biggest barrier to modernization isn’t resistance. It’s poorly designed…

Regulators have fundamentally changed how they conduct audit inspections.

For decades, inspections zeroed in on individual engagements — the audit files, the testing, and the documentation. But in recent years, regulators have realized that while this approach uncovers engagement-level deficiencies, it doesn’t address why they occurred in the first place. That’s why the Public…

Trusted by more than 1,700 financial services institutions, Intapp has a broad view into how leading investment banks are leveraging technology to stay competitive regardless of overall market trends. To examine the business impact of Intapp DealCloud through an evidence-based lens, we conducted an analysis of publicly traded investment banks to see how firmwide adoption of…