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We are seeing more contractual terms with clients requesting confirmation and reporting on diversity, equity, and inclusion matters — and what that means is it’s the type of individuals that are going to be working on their client work. They want to know who’s on that. They want to know exactly what input those
Globally distributed law firm will centralize and systematize its conflicts clearance process using Microsoft Azure-based Intapp Conflicts
PALO ALTO, Calif. — March 14, 2023 — Intapp (NASDAQ: INTA), a leading provider of cloud software for the global professional and financial services industry, today announced that virtual law firm Practus, LLP has selected Intapp Risk & Compliance
Support document management for accountants with Microsoft 365
Organized document management systems (DMSs) for accounting firms are necessary for facilitating relationship management, improving decision-making, and driving better client outcomes. Rather than searching for a new and potentially expensive DMS, firms can save money and ease the adoption process by leveraging their existing Microsoft 365 investment.
Observing best practices around risk and conflicts management for consulting firms is key to avoiding lawsuits and reputational damage. But how do you know if your consulting firm’s process for identifying potential conflicts of interest is reliable?
To help consulting firms develop a sound approach to conflicts clearance, we spoke with Jey Purushotham, Global Risk
Data-powered CRM software designed specifically for capital markets firms recognized forexcellence among service providers in the European private equity industry
Palo Alto, Calif., March 9, 2023 — Intapp (NASDAQ: INTA), a leading provider of cloud-based software for the global professional and financial services industry, today announced that the DealCloud platform has been named the winner
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Digital transformation is really about technology -led change for these organizations. And one of the most important areas of change that these firms are looking for is increased competitiveness. And that takes on a little bit of a different flavor depending on which industry or which subindustries that we’re talking about. But it’s essentially,
As law firms have become increasingly reliant on virtual communications, many have adopted Microsoft Teams to fill this growing need. When firms moved to remote and hybrid work during the pandemic, the solution’s inclusion in law firms’ preexisting Microsoft 365 subscriptions contributed to its rapid expansion, and that expansion has continued. Survey data shows that
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Intapp is the industry cloud for professional and financial services. What that means is not only do we offer a software solution that helps the firms in this industry better operate and better deliver upon the work they do, but that we can connect to the other solutions and information that they need in
Across the financial and professional services industry — including the private capital, investment banking, legal, accounting, and consulting sectors — a new wave
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The first iteration of cloud-based software was really built for operating companies. And CRM was generic in that it could support any type of business, but the original architecture of that technology was built for organizations that primarily sell high volumes of widgets with very high- volume sales teams.
The financial services community and
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Legal, accounting, consulting, and capital markets firms have fared really well during the past two decades and weathered most storms remarkably well, I would say. But we see some tectonic shifts taking place, and they’re coming from three angles.
On the one hand, it’s client experiences. It’s also very much about how services are
What is a data silo?
A data silo is an individual database, system, or repository held and managed by one group that is not easily or fully accessible by other groups at the same firm.
Data silos are an all-too-common but increasingly unsustainable problem for many professional and financial services firms. Silos occur when an
To successfully complete their many complex projects, consulting firms require collaborative technology that offers document control for consultants — without compromising security. But finding a platform that meets your firm’s and your clients’ requirements can be challenging, especially as requirements and trends continually, quickly change and evolve.
As consulting firms consider current and emerging trends
We’re excited to recognize Mike Coss as our February Intapp Hero!
Coss, a Manager of Managed Services at DealCloud, is based in Charlotte, North Carolina, and is recognized for supporting his colleagues and community, advocating for clients, and putting thought and effort into everything he does.
“I can’t think of anyone who is more
Without a defined risk evaluation process, your firm may not be applying the appropriate risk lens to new business. Or worse, your firm may not even be aware of which