The COVID-19 pandemic has greatly affected the way accounting and consulting firms do business, quickly turning connected firm management software from a luxury into a necessity. At a recent Intapp technical briefing for accounting and consulting leaders, Jose Lazares, Senior Vice President of Product and Business Management at Intapp, explained: “[The pandemic] really drove remote work tools to a new level, and really accelerated the adoption of Microsoft Teams. People had to think about the next generation of work and what it actually means when working in a distributed fashion.” Intapp recently announced it had signed an agreement to acquire…
PALO ALTO, CA, June 21, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced the launch of its initial public offering of 10,500,000 of its common stock. The underwriters will have a 30-day option to purchase from Intapp up to an additional 1,575,000 shares of its common stock at the initial public offering price, less underwriting discounts and commissions. The initial public offering price is currently expected to be between $25.00 and $28.00 per share. Intapp has applied to list its common shares on the Nasdaq Global Market under the symbol “INTA.” J.P. Morgan,…
PALO ALTO, Calif., and LIVERPOOL, United Kingdom— June 17, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced that international law firm Hill Dickinson has selected the OnePlace Operations & Finance Pricing solution to maximize profitability and ensure continued client success. The UK-based firm will use Intapp’s AI-based technology to scope, price, resource, budget, and monitor engagements with increased flexibility and accuracy. Hill Dickinson already uses several Intapp solutions, including Conflicts, Time, Intake and Intapp Integration Service. Hill Dickinson, founded in 1810 with over 850 employees across…
Jeannie Muzinic, our latest Intapp Hero client honoree, is Chief Business Development and Marketing Officer at Fisher Phillips. She’s worked closely with our Intapp team, implementing OnePlace Marketing & Business Development to improve the client experience at her firm.   “Jeannie has been an Intapp Hero from the start,” said Lavinia Calvert, General Manager of Marketing & Business Development Solutions at Intapp. “She was a huge advocate for bringing OnePlace Marketing & Business Development to Fisher Phillips to help with strategic business plans and overall marketing and business development objectives.”   Muzinic’s willingness to serve as a reference and share…
Caleece Nash, our latest Intapp Hero honoree, joined DealCloud this past year as an Information Security Analyst. Although her in-office experience was cut short due to the global pandemic, Nash has proven to be someone the Security team can rely on, no matter the challenge.  “Although Caleece doesn’t currently directly interact with clients, one of her many responsibilities is responding to clients’ due-diligence questionnaires and RFPs, and ensuring that clients have a clear picture of our security posture,” said Raj Rajput, Director of Information Security at DealCloud. “She works very hard to ensure that clients get timely responses to…
The International Auditing and Assurance Standards Board (IAASB) recently approved new quality management standards in an effort to modernize the organization’s previous focus on quality control rather than quality management. As you learn more about the new aspects of these standards, you should consider what they mean to your firm and how you’ll approach them in the coming months. The new standards on quality management include three new, interrelated standards: International Standard on Quality Management 1 (ISQM 1): Addresses quality management at the firm level Applies to all firms who perform engagements under the IAASB’s standards Speaks to firms’ acceptance/continuance…
To maintain strong client relationships, firms must ensure that they comply with all billing and outside counsel guidelines (OCGs); however, following through with these agreements can prove difficult, and numerous firms have lost clients as a result. According to the 2020 Legal Pricing & Project Management Survey Report, 41% of in-house respondents revealed that they have terminated a law firm because the firm ignored client instructions or billing guidelines. “A variety of rules govern doing business with particular corporations,” explained Brent Bourque, Senior Director and Practice Group Leader of OnePlace Operations & Finance at Intapp. “Firms need to know…
PALO ALTO, CA — June 4, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission (the “SEC”) relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the offering have not yet been determined. Intapp intends to list its common stock on the Nasdaq Global Market under the ticker symbol “INTA.” J.P. Morgan, BofA Securities and Credit…
Today, accounting and artificial intelligence (AI) go hand-in-hand; savvy firms are rapidly adopting AI pricing software, reaping the rewards of data-driven pricing capabilities and enhanced budget monitoring that empower professionals to improve client value and profitable delivery. Firms that use AI pricing software enjoy the advantages of unifying data across disparate sources, surfacing key insights, managing unforeseen risks, and increasing efficiency across a range of core functions. Further, better pricing protocols build operational excellence and competitive advantage. In light of these innovations, clients expect more fluidity from their accounting service providers. Firms face pressure to not only move beyond flat-fee…
As clients continually increase their requirements for billing, pricing, staffing, and other business practices, firms face the imperative of better connecting their people, processes, and data to meet client expectations. Despite many advances in technology and data science, many firm leaders remain hesitant to drive change within their firms, fearing it will prove too overwhelming for their professionals. During the LegalWeek session “The Journey to Becoming a Connected Firm,” Josh Clark, Vice President of Sales Engineering at Intapp, spoke with a panel of law firm executives about how adopting new processes and connected firm technology can help legal professionals improve…
Marika Crowe joined DealCloud in 2018 in the Charlotte, North Carolina office just after the company’s acquisition by Intapp. She’d heard about DealCloud from one of her former Vanderbilt University track and cross-country teammates, Hannah Wilson, Senior Manager of DealCloud Business Operations. Crowe was able to speak with leadership from the services organization and enjoyed the energy in the building. “I took a leap of faith and am super grateful for Hannah and the interview process. All of these factors enabled me to be where I am today.” Getting Promoted and Developing New Skills Crowe began her career at DealCloud…
Marika Crowe joined DealCloud in 2018 in the Charlotte, North Carolina office just after the company’s acquisition by Intapp. She’d heard about DealCloud from one of her former Vanderbilt University track and cross-country teammates, Hannah Wilson, a manager for the DealCloud Operations and Project Management office. Crowe was able to speak with leadership from the services organization and enjoyed the energy in the building. “I took a leap of faith and am super grateful for Hannah and the interview process. All of these factors enabled me to be where I am today.” Getting Promoted and Developing New Skills Crowe began…
Clients’ demands for transparency and cost certainty have driven many professional services firms to reconsider the ways they approach legal service delivery.Firms are training associates not only to better understand pricing and resourcing for profitability, but also to support client goals and learn how to craft fee arrangements that meet client objectives. But what skills do lawyers and future partners need to accomplish this, and what changes can firms make to best support their associates? During Sandpiper Partners’ Managing Law Firm Profitability, Pricing, and Data Analytics Conference panel, “Using Data Analytics in a Pandemic Landscape and Beyond COVID-19,” panelists discussed…
Intapp recently hosted a Legal Week session with Jill Nelson, Senior Director of OnePlace Operations & Finance at Intapp, and Sharon Scenna, Senior Solutions Management Director for OnePlace Operation & Finance at Intapp. The session focused on AI and connected firm management platforms, and how this technology can support firms throughout the entire client matter lifecycle. Read our highlights from the event and discover how Intapp technology can help your firm improve its efficiency and profitability. Benefits of Leveraging AI Although AI technology is still very new to the legal industry, firms that have invested in AI-based tools are already…
To address the constantly evolving legal industry and the growing expectations of clients, firms must change and update their operating models, particularly those centered around risk management and compliance. Firms that truly wish to remain competitive should consider replacing their manual processes with a centralized risk solution that manages compliance, strategically evaluates new business, and drives revenue by accelerating conflicts analysis and reporting. On April 29, 2021, Eric Nerland, Risk and Compliance Practice Group Leader at Intapp, hosted a virtual panel to discuss how a purpose-built solution can help mitigate risk, ensure compliance, and drive profitability. Dale Boyer, Director of…
One of the main keys for consultants to build trust with clients is to fully understand the client their business during the business acceptance phase. Consultants should stay one step ahead of any potential conflicts and perform comprehensive due diligence to further bolster confidence. The best way to do this quickly and successfully is using a software conflicts check during new business inception to gather, consolidate, and present information from a number of sources. Gaining this type of awareness early on helps your firm make better, more efficient decisions and exhibit the professionalism that yields stronger trust in the client-consultant…