Intapp

Latest from Intapp - Page 5

Intapp was included in this year’s read out of favorite tech solutions published by Accounting Today. Curated by technology editor, Chris Gaetano, the list includes favorite apps submitted by technology leaders at CPA firms of all sizes. In the article, Matt Rowley from Wipfli, explains that Intapp is critical to his business acceptance workflows.

Growth across the legal industry has skyrocketed in recent years, with firms seeing higher demand in evolving industries, strong performance across practice areas, and improved profitability. But this expansion comes with a critical challenge: How can you scale your risk and compliance operations without compromising the quality and rigor that protect your firm and clients?

Intapp has partnered with Lexsoft to expand its sales and implementation presence across Europe and Latin America. Lexsoft has deep expertise in legal technology and a proven track record of successful implementations in Spanish-speaking markets. As demand for Intapp solutions in these markets grow, Intapp’s partnership with Lexsoft will help increase delivery with confidence and

Why AI matters in private capital markets

Private capital markets face intense competition, compressed timelines, and rising investor expectations. Many firms still rely on spreadsheets or disconnected CRMs, leaving gaps in sourcing and relationship management.

AI is emerging as a competitive differentiator. According to Intapp’s 2025 Tech Perceptions Survey, 72% of professionals are now

Private capital markets (PCM) firms face an increasingly competitive landscape. High-value opportunities are scarce, manual research is slow, and critical relationship data is often siloed. To stay ahead, firms must source smarter, act faster, and close with confidence.

That’s why leading firms are turning to Intapp DealCloud with AI Assist—a purpose-built solution that surfaces opportunities

In investment banking, client relationships and deal pipelines move fast. Success hinges on capturing intelligence, reducing compliance risk, and making sure every banker has access to the right data at the right time. A modern CRM platform, built specifically for investment banking, can provide the edge needed to win deals and strengthen client trust. Below,

Intapp is deepening its partnership with Alphastream to further integrate the company’s generative AI document intelligence capabilities with DealCloud. Using advanced natural language processing technology, clients will be able to quickly derive insights from unstructured data in complex credit agreements, loan documents, and other financial documents. Access to this information In DealCloud will help automate

The hidden threat towards your firm’s most valuable asset

Professional services firms often declare that relationships are their greatest asset. Yet walk into any accounting or consulting firm, and you’ll find a paradox.

Although partners cultivate deep, multifaceted relationships that span years and cross practice areas, the data related to these relationships lives in disjointed

Private equity firm will modernize pipeline and relationship management with Intapp

PALO ALTO, Calif. — September 16, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announces that private equity firm Infinedi Partners has selected Intapp DealCloud. The firm will use DealCloud and

For too long, firms have relied on outdated methods to manage compliance: spreadsheets, emails, and siloed systems. These manual approaches are:

  • Inconsistent → Data collection varies by office or practice, creating gaps.
  • Error-prone → Manual conflict searches can miss corporate relationships and red flags.
  • Unreliable for audits → Disconnected records make it difficult to prove

Law firms in Australia are facing one of the most significant regulatory shifts in recent years: upcoming reforms to the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act), overseen by AUSTRAC.

The question many firms are asking is: Where do we start?

The answer lies in early preparation. By acting now, firms can

As competition intensifies and clients demand faster, more accurate service, your accounting firm can’t afford to rely on inefficient manual processes. To stay ahead, forward-thinking firms are turning to automation tools — specifically, RPA bots and AI-powered solutions — to boost efficiency and improve business results.

In this post, we’ll break down the key differences

The clock is ticking on the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act) reforms, and the stakes for law firms couldn’t be higher. When the new obligations come into effect, the consequences of non-compliance with AUSTRAC’s requirements will extend far beyond compliance teams, threatening a firm’s financial stability, reputation, and future. A “wait

Frank Spadafora, Intapp’s Industry Principal for Real Estate, contributed an article to Institutional Real Estate, Inc. on the potential impact of AI across the real estate investment industry. In the article, Frank outlines the immediate opportunities to deliver efficiencies across investment processes, including research, data collection and standardization, compliance and risk management, and workflow automation