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Why now is the moment to modernize your compliance tech stack

Six months from now your peers and competitors won’t still be evaluating their compliance tech stack, they will already be reaping the rewards, growing at a faster pace and bringing in more revenue than ever.

You can continue to clear conflicts inefficiently OR take

In financial services, confidentiality isn’t just important — it’s everything. Managing information barriers and protecting sensitive client information has traditionally meant navigating complex systems, manual processes, and constant vigilance to prevent unauthorized access to material nonpublic information (MNPI).

For financial services firms, these security challenges can create compliance risks and slow down critical business processes

Intapp DealCloud’s automations feature makes deal flow and data management simple. With outcome- or action-based triggers, the automations feature is built to reduce administrative burden and automatically update data on your behalf. Automations can include action items such as creating a new deal record, updating a status, or sending a notification.

For those just getting

Audit quality failures don’t only lead to regulatory fines — they also destroy client relationships, damage firm reputations, and cost millions in revenue loss. And yet, some accounting firms are still using outdated systems to manage audit engagements, putting them and their clients at risk.

The Public Company Accounting Oversight Board (PCAOB) reported finding deficiencies

AI is no longer a boardroom buzzword — it’s here and it’s moving fast. Executives across industries are looking to innovations in AI to improve and accelerate their firms’ efficiency, performance, and growth.

But without the right foundations in place, AI initiatives will falter or fail. According to McKinsey, 88% of organizations now use

DealCloud’s AI-driven deal and pipeline management capabilities recognized forexcellence among service providers in the private equity market

Palo Alto, Calif., November 7, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced today that Intapp DealCloud was named Deal Origination Solution of the

Recently, the LP Tech Summit brought together leaders from across private markets; LPs, GPs, data vendors, and infrastructure providers to talk about how technology is reshaping the way capital moves.

This year’s theme was clear: AI isn’t the advantage, adoption is.

Below are some key insights I took away from the different sessions and conversations

Every day, timekeepers lose billable hours they’ll never recover. Not because they didn’t do the work, but because their timekeeping systems make it too difficult to capture it accurately and quickly.
  • A partner logs time from memory at the end of a 12-hour day, forgetting half the client calls.
  • An associate abandons a time entry

Law firms can spend countless hours on a critical but time-intensive process: identifying and cataloging client requirements during new business intake.

That’s why, way back in 2017, Intapp introduced an AI feature in Intapp Terms that identified and categorized terms of business. It helped document reviewers easily access and validate those terms, as well as

Compliance professionals know that control is everything. But in today’s fast-changing regulatory and AI-driven environment, the very systems once designed to ensure control — on-premises compliance tools — are now slowing firms down.

Firms relying on outdated on-prem systems are:

  • Spending more time maintaining tech than managing risk
  • Missing AI-powered efficiencies exclusive to the cloud

Beyond CRM: AI-powered solutions for private markets offered valuable insights into how AI and CRM technologies are transforming private capital markets, particularly in areas such as relationship management, deal origination, investor relations, and portfolio management. The panel featured industry experts discussing key trends, challenges, and innovations. Watch the full webinar on demand here.

How is

Intapp is partnering with Docwise to bring Intapp Time to the Brazilian legal market. Docwise leans on its deep expertise in legal operations and a highly skilled team to deliver digital transformation that enhances efficiency, security, and knowledge management.

Through this partnership, Docwise will sell and implement Intapp Time and provide comprehensive, localized support —

U.K. tax advisory firm uses Intapp Collaboration to enhance knowledge management using Microsoft 365 applications and enable strategic growth

PALO ALTO, Calif. — October 21, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that tax advisory firm Ostberg Sinclair & Co has