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 Copilot is an extremely powerful tool, capable of reshaping a firm’s processes, many CIOs and other firm leaders share a very real concern about the possibility of oversharing sensitive client/matter
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Milsted Langdon selects Intapp Collaboration solutions to activate collective firm intelligence
U.K. accounting firm will use Intapp Documents and Intapp Workspaces to enable modern work initiatives and enhance knowledge management using Microsoft 365 applications
PALO ALTO, Calif. — December 3, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that U.K. accounting firm Milsted
CFO Brew – Will PE save public accounting from itself—or transform it beyond recognition?
Practice Group Leader for Intapp Compliance solutions Jey Purushotham spoke with CFO Brew senior reporter Courtney Vien for an article exploring the impact of private equity on accounting firms. In the article Jey asserts that some firms are using PE capital to address the talent shortage by investing in technology that is attractive to younger
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 you get the most out of your new technology, we created Intapp University as a one-stop-shop for you and your firm to learn how to best use your Intapp products.
3 ways to increase user adoption: Tips from Intapp client success stories
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 return on the time and money invested — which means users need to quickly embrace the solution and integrate it into their workflows.
Taking the time to understand what users
Enhanced user experience enabled with latest Intapp DealCloud updates
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 capabilities to where they are, whether that is a particular DealCloud dashboard or another application altogether.
We’re excited to highlight three of these new user experience enhancements:
- Assist-powered search
- Actionable
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 the cause, if you’re preparing to lead major change at your firm, developing a solid change management strategy is a critical first step to help the change stick.
Below, we’ll
Aligning your accounting firm’s tech investments with private equity trends
As we approach 2025, private equity (PE) investment in accounting firms is emerging as a significant trend. This shift, which began in 2021 with EisnerAmper’s acquisition, has gained momentum with recent high-profile deals involving top accounting firms like Grant Thornton LLP and Baker Tilly US.
The growing appeal of accounting firms to PE investors
Private
Reuters – For law firms, empowering attorneys to be savvy developers of new business may be the key to winning the talent war
Gemma Prescott, Senior Solutions Management Director for Operations & Finance at Intapp, and Lavinia Calvert, former Vice President of the Legal Industry Group at Intapp published an article in Reuters. In the article they explain how providing training and technology that fosters Activator behaviors among newer lawyers may motivate them to remain at their firm.
A single framework for complying with anti-money-laundering (AML) laws across jurisdictions
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?
- Your firm is subject to varying AML and KYC laws across multiple jurisdictions.
- Your firm practices across some jurisdictions that are subject to AML and KYC laws, and others that
5 ways to prepare for the AICPA’s new quality management standards
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 go into effect December 15, 2025 — just over a year from now. That means time is running out for firms to update their risk processes and systems.
Not quite
Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace
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 the difference, from automation that saves you time to integrations that connect your disparate tools and data.
That’s the power of the new integration between the Intapp DealCloud CRM for
How to govern AI and Microsoft Copilot
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 transforming how firms deliver services, allowing professionals to work more collaboratively and securely than ever before.
During our webinar, “A modern collaboration story with governance, security, and Microsoft Copilot
Alvarez & Marsal selects Intapp to strengthen deal management
Global consulting firm will deploy the Intapp DealCloud platform to enhance pipeline visibility and deal execution for Corporate Finance practice group
PALO ALTO, Calif. — October 22, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that global consulting firm Alvarez & Marsal
Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market
The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance process for member firms
PALO ALTO, Calif. — October 15, 2024— Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that Crete Professionals Alliance (Crete PA) has implemented
Why private equity investment in accounting firms requires improved conflict checking
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 message we’re hearing here at Intapp from our accounting firm clients.
Below, we look at why reliable conflict-checking processes have become so critical for accounting firms, how these processes