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The promise of CRM has always been that no matter who you are at your company, you can have a very full 360-degree view of the customer or the client that you take care of and drive revenue from.…

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We are seeing more contractual terms with clients requesting confirmation and reporting on diversity, equity, and inclusion matters — and what that means is it’s the type of individuals that are going to be working on their client work.…

Globally distributed law firm will centralize and systematize its conflicts clearance process using Microsoft Azure-based Intapp Conflicts

PALO ALTO, Calif. — March 14, 2023 — Intapp (NASDAQ: INTA), a leading provider of cloud software for the global professional and financial services…

Support document management for accountants with Microsoft 365

Organized document management systems (DMSs) for accounting firms are necessary for facilitating relationship management, improving decision-making, and driving better client outcomes. Rather than searching for a new and potentially expensive DMS, firms…

Data-powered CRM software designed specifically for capital markets firms recognized forexcellence among service providers in the European private equity industry

Palo Alto, Calif., March 9, 2023 — Intapp (NASDAQ: INTA), a leading provider of cloud-based software for the global professional…

Observing best practices around risk and conflicts management for consulting firms is key to avoiding lawsuits and reputational damage. But how do you know if your consulting firm’s process for identifying potential conflicts of interest is reliable?

To help consulting…

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Digital transformation is really about technology -led change for these organizations. And one of the most important areas of change that these firms are looking for is increased competitiveness. And that takes on a little bit of a different…