New study from Intapp finds wide gulf between professionals’ expectations and reality regarding firms’ tech-savviness and AI usage

PALO ALTO, Calif. — Knowledge workers across accounting, consulting, private capital, and law are eager to leverage AI technology to automate manual tasks, work more efficiently, and derive greater career satisfaction. Firms have incentive to equip their professionals with

Data and AI-powered software recognized forexcellence among service providers in the European private equity market

Palo Alto, Calif., April 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 its Intapp DealCloud platform was named Best Fundraising Solution at the

Ever since OpenAI presented an early demo of ChatGPT in 2022, there’s been a steady rise of interest in the ways firms can leverage generative AI. Now, with the introduction of Microsoft Copilot, firms can finally begin taking practical steps towards applying generative AI to their daily work.

In this post, we’ll explore the ways

In the world of professional services, knowledge and experience are everything. The success of an accounting firm hinges not on tangible products, but instead on the connected insights, expertise, and guidance its professionals provide.

That’s why data silos and communication breakdowns are “silent killers.”

When different service lines within a firm operate as separate entities

PALO ALTO, Calif. — March 26, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that corporate law firm Warner Norcross + Judd LLP has selected DealCloud as its relationship management platform.

Leading strategic change

“As a part of our firmwide growth strategy, we encourage our attorneys to deepen

Matthew Hardcastle, Vice President of Industry Solutions at Intapp, shared his thoughts with The Drawdown for an article on how capital markets firms are approaching data and AI to boost performance and gain a competitive edge. In the article, he emphasizes the need for a strong data strategy, saying:

The most successful firms have shown

It’s common for employees at financial services firms to trade stocks for personal investment purposes. However, ensuring that employees’ trades are compliant with internal policies and regulatory requirements can be a complex andtime-consuming process.

At many firms, employee trade pre-clearance is still a resource-intensive affair requiring manual verification, paperwork, and coordination with compliance officers. The

Last year, the accounting industry faced significant new regulatory challenges — and this year is shaping up to be no different. Firms are grappling with how to comply with new Public Company Accounting Oversight Board (PCAOB) auditing standards, meet personal independence and financial interest requirements amid record growth, and more.  

Below we explore the regulatory

If you’re a commercial real estate investor or developer, you know that offering memorandums (OMs), or investment memorandums (IMs), are vital for screening deals. And you’re also probably painfully aware of just how time-intensive it is to sift through these lengthy, siloed documents to find the critical information you need — especially since they’re received