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
Horizons
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Webinar recap: How private equity and AI are reshaping accounting firms
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
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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The audit quality reckoning: The true costs of audit deficiencies for accounting firms
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 And yet, some accounting firms are still using outdated systems to manage audit engagements, putting them and their clients at risk.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
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…
Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards
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…
LP Tech Summit: AI, Secondaries, and the Next Frontier of LP Efficiency
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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Explore key features of Intapp Time’s Horizon release
- A partner logs time from memory at the end of a 12-hour day, forgetting half the client calls.
- An associate abandons a time entry
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Introducing faster, smarter document categorization to Intapp Terms
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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How top accounting and consulting firms turn compliance into a competitive advantage
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…