With trillions in private capital dry powder still waiting to be deployed, and limited partners (LPs) increasingly selective about where they commit, competition in the secondary market has never been more intense. Once viewed primarily as a liquidity mechanism, secondaries now play a critical role in portfolio management and capital recycling. For firms looking to
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Planning your firm’s CRM transformation (without the heavy lift)
You’ve made the case. Leadership agrees a modern CRM is essential. Now comes the question every firm asks: How do we actually do this without the year-long implementation nightmare?
The answer is simple: you don’t build a CRM for legal. You activate one.
CRM modernization used to mean endless configuration cycles, custom development, partner frustration, budget overruns — and adoption that never materialized. Growth-minded firms today aren’t suffering through…
Consulting firms are rethinking conflicts management to scale with confidence
By Colin McKee
As consulting firms grow, conflict management is no longer just a risk function. It has become a strategic capability that directly impacts speed to revenue, reputation, and client trust.
That reality was front and center in Consulting Magazine’s recent webinar, “Scale with confidence: the strategic conflict framework for high-growth firms” sponsored by Intapp. Industry leaders
…
The cloud migration imperative: Moving your compliance operations forward
By Colin McKee
The shift from on prem to cloud based compliance is gaining momentum as firms look to harness AI and modernize core risk processes. To support this transition, Intapp industry leaders recently hosted a series of in person roundtables and a webinar, and we’ve collected the highlights and key insights shared across those discussions.
The numbers…
Building the connected compliance stack: Technology infrastructure for modern risk management
By Colin McKee
Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies, SQM audit requirements, and strategic portfolio management.
Audit quality, a robust System of Quality Management (SQM), and a successful portfolio strategy all rely on one essential element: trusted data
…
How to budget strategically for a modern, AI-powered CRM: Making the case for change
By Colin McKee
Law firm leaders readily invest millions in talent, lateral growth, and new markets. But CRM investment? That’s where the hesitation creeps in. Not because firms doubt technology, but because traditional CRMs fail to deliver for legal. After years of over-customization, low adoption, and scattered data, many leaders understandably ask: Is a new CRM really worth…
Webinar recap: How private equity and AI are reshaping accounting firms
By Colin McKee
Recently, Accounting Today hosted an in-depth panel discussion featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today). The session explored findings from Accounting Today’s latest research survey and examined how private equity (PE), capital strategy, and AI adoption are transforming the accounting industry.
This recap summarizes the research objectives,…
Unauthorized AI in law firms: the silent threat to client trust
By Colin McKee
How secure, stateless timekeeping tech restores control and compliance
Your associates are already using AI. The question isn’t whether artificial intelligence has arrived at your firm – it’s whether you control how it’s being used.
Here’s the uncomfortable truth: half of professionals say they’ve use unauthorized AI tools at their firm. Every time someone
…
The audit quality reckoning: The true costs of audit deficiencies for accounting firms
By Colin McKee
Audit quality failures don’t only lead to regulatory fines — they also destroy client relationships, damage firm reputations, and cost millions in revenue loss. And yet, some accounting firms are still using outdated systems to manage audit engagements, putting them and their clients at risk.
The Public Company Accounting Oversight Board (PCAOB) reported finding deficiencies…
AI enablement: Setting your firm up for success
By Colin McKee
AI is no longer a boardroom buzzword — it’s here and it’s moving fast. Executives across industries are looking to innovations in AI to improve and accelerate their firms’ efficiency, performance, and growth.
But without the right foundations in place, AI initiatives will falter or fail. According to McKinsey, 88% of organizations now use…