The client consultant relationship is the bedrock of every successful consulting firm. Firms can ensure client satisfaction by automating their intake process, billing with transparency, and capturing and tracking client commitments. Using a purpose-built consulting solution — like Intapp OnePlace — brings all three of these elements into play quickly and efficiently, eliminating laborious manual processes. Strong client processes lead to enhanced client relationships that result in higher levels of recurring client business.  

Streamline the Onboarding Process 

Strong first impressions lead to strong client consultant relationships, which in turn generate a steady pipeline of future recurring business. The


Accounting firms that improve accuracy and transparency in capturing and recording fee-earner time reap multiple benefits, all of which translate to real value. However, many firms bypass software that’s built specifically for time tracking for accountants, defaulting to time tracking software included with everyday tools and financial management systems, such as SAP and Workday. These rudimentary apps — which look like little

  • Fourth quarter total revenue of $61.3 million, up 29% year-over-year
  • Fourth quarter SaaS and support revenue of $39.4 million, up 26% year-over-year
  • Cloud annual recurring revenue (ARR) of $109.7 million, up 48% year-over-year

PALO ALTO, Calif., September 8, 2021 – Intapp, Inc. (NASDAQ: INTA), a leading provider of industry-specific, cloud-based software solutions that enable connected


In addition to changing workforces that are more geographically distributed and tech savvy than ever before, process automation and artificial intelligence are transforming how accounting firms operate, potentially bringing unity and efficiency to the various applications these firms depend upon. The future of accounting will include professionals working within a connected firm — one that replaces siloed spreadsheets with interconnected systems and processes to increase the speed of client development and onboarding, unify


PALO ALTO, Calif., Aug. 25, 2021 (GLOBE NEWSWIRE) — Intapp, Inc., (Nasdaq: INTA), a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, will report fiscal fourth quarter and year end 2021 financial results after the market close on September 8, 2021. On that day, management will host a


When the COVID-19 pandemic hit, firms quickly adopted digital technology and a hybrid work environment, allowing their professionals — as well as clients and third parties — to connect and collaborate remotely. Although the pandemic accelerated these transformations, it was far from the only driving factor. Many firms were already poised to make these changes


In today’s consulting world, firms are undergoing immense pressure to adapt quickly to the changing market, with the entry of non-traditional competitors, new M&A dealings, and fluidity around service offerings. In addition to a changing competitive landscape, clients are expecting greater – and more immediate – transparency and accessibility to information, making the need to


As discussed recently, the International Auditing and Assurance Standards Board (IAASB) approved new quality management standards (ISQM 1) in an effort to modernize the organization’s previous focus on quality control standards. As these changes take effect on December 15, 2022, this article takes a closer look at the first of these three new standards

Alex Clayton, our latest Intapp Hero honoree, is an Enterprise Account Director for the DealCloud  Financial Services Account Management team based in London. Clayton consistently demonstrates the traits of an Intapp Hero with his commitment to client advocacy, continual collaboration with fellow team members, day-to-day dependability, and willingness to lend a hand.

“What I


Streamline AML and CDD Management with OnePlace Risk & Compliance
The ability to streamline anti-money-laundering (AML) and customer due diligence (CDD) management can revolutionize the way professional services firms evaluate their clients for financial, professional, and strategic risk. Unfortunately, firms face multiple business challenges in relation to CDD and AML regulations, preventing them from accurately


Winning clients is tough and retaining them is even tougher. This is especially true in the accounting industry, as ever-increasing competition, fragile relationships, and dwindling brand loyalty make it increasingly difficult to get focused and consistent customer attention. Establishing a smooth and timely acceptance and continuance process is a critical challenge.

In today’s changing world,


PALO ALTO, CA,  June 29, 2021 – Intapp, Inc., a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced the pricing of its initial public offering of 10,500,000 shares of its common stock at a price to the public of $26.00 per share. In addition, 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


Accounting firm automation — particularly in the realm of timekeeping — is on the rise. When firms deploy automated time tracking software, they’re better positioned to streamline processes that directly increase revenue, improve resource allocation, and bolster profitable engagement management.

Historically, accounting firms have created complex and highly detailed sets of task codes to understand


When the COVID-19 pandemic landed, management consulting firms were thrust into a remote business model virtually overnight. As a result, management consultants needed to transition to new workflows and tools on the fly. Because full and accurate time capture directly drives revenue and profitability, savvy firms focus their technology investments on time tracking software for