Your competitors are not winning because they draft proposals faster. They are winning because they see patterns your firm cannot surface in time.

Consider a familiar loss. The opportunity fit your expertise. The client knew your partners. Yet the engagement went elsewhere because another firm connected a regulatory development from a different geography and reframed

Your firm’s independence record may be spotless — but is your independence process built to keep it that way? 

Too often, accounting and advisory leaders assume that strong policies are enough to protect their firm from independence risk. But independence failures rarely stem from flawed policy. They usually stem from processes that can’t scale. 

Many firms still rely on spreadsheets, email threads,

A partner is preparing for a client meeting and sends a prompt to the firm’s AI assistant.

“Summarize emerging data governance risks for accounting firms in North America.”

The system returns information from the firm’s Microsoft 365 environment and produces a response within seconds. It combines regulatory visibility, internal research, and analysis from prior engagements.

Intapp has partnered with FINARCH to accelerate AI-driven transformation for private markets firms –– specifically in the United States, Canada, APAC, and francophone regions. Through this partnership, FINARCH will resell Intapp DealCloud and use their deep expertise in implementation and digital transformation strategy to ensure firms achieve successful deployment and long-term business value.

This year’s Intapp Amplify brought together more than 2,600 clients, partners, industry leaders, and Intapp team members for candid conversation, live product demonstrations, and our vision of agentic AI for professional and financial services firms. 

The energy across both the New York and London events reflected something larger than a product launch. It reflected an industry at an inflection point — where

Coverage precision is impossible when your firm is operating from fragmented data.

Investment banking leaders are operating in a market where timing, insight, and coordination determine who wins. Precision coverage has become the defining advantage, yet many firms still operate with fragmented systems, inconsistent coverage models, and data scattered across inboxes, spreadsheets and legacy CRMs.

Intapp’s Jey Purushotham joined Dave Kell for an episode of The Independent CPA Firm Podcast to discuss how firms should envision their processes and use technology to support smart, scalable growth. During the conversation they cover:

  • How better client acceptance and risk management systems reduce costly mistakes
  • How technology can streamline the engagement lifecycle from

European private equity firm chooses Intapp to standardize data and processes across teams

PALO ALTO, Calif. — March 11, 2026 — Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries,, announces that Omnes Capital is using Intapp DealCloud for marketing and investor relations.

Creating a modern infrastructure

Omnes is a

AI productivity is no longer theoretical. Your lawyers are using AI. Some of your best partners have built workflows around it. And the ROI on these individual tools is real enough that shutting it down isn’t a serious option.

The problem is that your firm’s AI footprint has grown faster than your firm’s ability to