For private capital advisory firms seeking to modernize deal and relationship management, choosing the right CRM platform is a high-stakes decision. But how do you evaluate solutions thoroughly and confidently — especially when multiple stakeholders are involved? That’s where a request for proposal (RFP) process comes in.

This structured buying process, which involves issuing a

Private equity investment has transformed the accounting industry. Firms that once operated with steady, predictable growth patterns now face aggressive expansion targets and compressed timelines for demonstrating value. While leadership focuses on revenue growth and operational efficiency, there’s a critical factor that often flies under the radar until it’s too late: the role risk management

Joint clients can now unify data and apply analytics that inform deal-related decision-making and improve business outcomes

PALO ALTO, Calif. — June 18, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms,today announced a new strategic collaboration with Snowflake, the AI Data Cloud company.

Leading Australian law firm will use Intapp compliance solutions to improve new business intake process

PALO ALTO, Calif. — June 17, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announces that Australian law firm Gadens has chosen Intapp compliance solutions to improve compliance

PE Hub reporter Irien Joseph recently spoke with Intapp’s Global Head of Private Equity and Private Capital Markets Rudy Saad about the growth in usage of AI in private equity. In the article he asserts that as AI becomes more deeply embedded in firm operations it’s helping to generate return on invested capital by translating

Intapp Billstream facilitates a more accurate and collaborative billing process

PALO ALTO, Calif. — June 10, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced today that Sills Cummis & Gross (Sills Cummis), a full-service commercial law firm, has adopted Intapp Billstream. This

Building a thriving private capital advisory practice has become more challenging than ever.

Meeting GP and LP expectations is tricky, with advisors often finding themselves caught in a tug of war between GPs who want funding — fast — and LPs, who want time to evaluate pitches and commitments.

In addition, market volatility is suppressing

Combined solutions will digitize private fund investor onboarding and subscriptions

Intapp and SUBSCRIBE have entered into a partnership to digitize and centralize investment workflows, transforming the onboarding and fundraising processes for fund managers, investors, and service providers.

This partnership brings together the deal and relationship management capabilities of Intapp DealCloud and SUBSCRIBE’s open-architecture fund onboarding

Due to the surge of private equity (PE) investment over the past few years, several growth and expansion opportunities have arisen within the accounting industry. However, the ownership stakes of PE firms in accounting have also introduced complex challenges for risk management, compliance, and independence.

If you’re a risk professional at a firm that has

Law firms are sitting on a wealth of untapped potential within their existing client relationships. Yet many fail to recognize the full scope of these opportunities, leaving significant revenue on the table by not identifying service gaps that their clients desperately need to fill.

As law firms grow and become more specialized globally, the challenge

How to persuade skeptical or reluctant colleagues to embrace cloud migration

Migrating software to the cloud is no longer just a tech trend — it’s a strategic business imperative. Cloud-based software offers reduced costs, enhanced security, increased flexibility and agility, and improved business resilience. The cloud is also the only place firms can take advantage

Deliver real benefits that matter to your team

Competition in the legal industry is intensifying every year. Efficient client onboarding, meticulous risk management, and reliable compliance enforcement are now critical drivers of your firm’s growth potential.

For firms still operating with legacy on-premises solutions, Intapp’s cloud-based compliance suite offers critical advantages that help professionals firmwide