Audit quality, a robust System of Quality Management (SQM), and a successful portfolio strategy all rely on one essential element: trusted data
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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…
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,…
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
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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 And yet, some accounting firms are still using outdated systems to manage audit engagements, putting them and their clients at risk.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 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…
DealCloud’s AI-driven deal and pipeline management capabilities recognized forexcellence among service providers in the private equity market
Palo Alto, Calif., November 7, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced today that Intapp DealCloud was named Deal Origination Solution of the…
This year’s theme was clear: AI isn’t the advantage, adoption is.
Below are some key insights I took away from the different sessions and conversations
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That’s why, way back in 2017, Intapp introduced an AI feature in Intapp Terms that identified and categorized terms of business. It helped document reviewers easily access and validate those terms, as well as
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