One missed conflict of interest can cost a firm millions through lawsuits, regulatory penalties, and reputational damage. The stakes have never been higher — and regulators are watching closely.
In just the first six months of 2025, the PCAOB issued 14 sanctions for professional services firms that will affect organizations like yours every day. In…
Beyond CRM: AI-powered solutions for private markets offered valuable insights into how AI and CRM technologies are transforming private capital markets, particularly in areas such as relationship management, deal origination, investor relations, and portfolio management. The panel featured industry experts discussing key trends, challenges, and innovations. Watch the full webinar on demand here.
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In a recent Intapp LinkedIn poll, we asked firm leaders a simple question:
What’s the biggest factor preventing your firm from moving on-premises software to the cloud?
Here’s what they told us:
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U.K. tax advisory firm uses Intapp Collaboration to enhance knowledge management using Microsoft 365 applications and enable strategic growth
PALO ALTO, Calif. — October 21, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that tax advisory firm Ostberg Sinclair & Co has…
For accounting firms, digital transformation begins with rethinking how documents are managed, shared, and secured across the organization. Outdated file systems and fragmented collaboration tools create inefficiencies, compliance risks, and barriers to client service. Conversely, modern collaboration tools and document management solutions (DMSs) — particularly those built on Microsoft 365 — enable firms to centralize…
Growth across the legal industry has skyrocketed in recent years, with firms seeing higher demand in evolving industries, strong performance across practice areas, and improved profitability. But this expansion comes with a critical challenge: How can you scale your risk and compliance operations without compromising the quality and rigor that protect your firm and clients?…
The American Lawyer business of law reporter Jon Campisi wrote an article on how lawyers must ensure they are properly safeguarding client data and adhering to ethical requirements when using AI that features insights from Intapp’s webinar, The ethics of AI for law firms. In the article, Richard Bowes, who leads compliance innovation at…
Why AI matters in private capital markets
Private capital markets face intense competition, compressed timelines, and rising investor expectations. Many firms still rely on spreadsheets or disconnected CRMs, leaving gaps in sourcing and relationship management.
AI is emerging as a competitive differentiator. According to Intapp’s 2025 Tech Perceptions Survey, 72% of professionals are now…
Private capital markets (PCM) firms face an increasingly competitive landscape. High-value opportunities are scarce, manual research is slow, and critical relationship data is often siloed. To stay ahead, firms must source smarter, act faster, and close with confidence.
That’s why leading firms are turning to Intapp DealCloud with AI Assist—a purpose-built solution that surfaces opportunities…
Intapp is deepening its partnership with Alphastream to further integrate the company’s generative AI document intelligence capabilities with DealCloud. Using advanced natural language processing technology, clients will be able to quickly derive insights from unstructured data in complex credit agreements, loan documents, and other financial documents. Access to this information In DealCloud will help automate…
