Investment banking teams spend a significant share of their time producing pitch books, which with rare exception means updating and arranging tombstone and credential slides – work that is usually repetitive, manual, and time consuming. The integration of Pitchly and
Intapp
We help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. We offer intelligent solutions – purpose-built for partner-led firms – spanning the entire client lifecycle, from strategy through origination and execution.
Intapp Blogs
Latest from Intapp
AI playbooks for law firms: Four use cases from DealCloud with Celeste
Your partners and lawyers hold the relationships that drive growth, yet the information they need before a meeting, a pitch, or a client call sits across calendars, inboxes, and records that take time to search and even more time to…
Firms are asking the wrong questions about AI. Here are the right ones.
Microsoft Purview gets accounting firms partway to governed AI. What about the rest?
A partner at a firm asks the firm’s AI assistant to pull together everything the firm knows about a prospective client. The assistant checks whether the partner has access to the relevant files, finds that they do, and returns an…
Defense first: Why agentic AI makes protecting earned revenue a no-brainer for law firms
The conversation about agentic AI in professional services has been dominated by offense: new ways to do things, new tools, new ways to make money. The assumption underneath most of it is that the biggest opportunity lies ahead, in work…
Compliant collaboration: a maturity model for AI-ready professional firms
A firm can buy AI, but it cannot buy the data foundation AI needs to be useful. That has to be built, engagement by engagement, starting with the same problem every accounting and consulting firm recognizes: engagement content scattered across…
The Celeste advantage: Semantic understanding that compounds your edge
If you ask a frontier model a question, you’ll likely get a strong, detailed answer — but it’s probably the same one your top competitor’s partner will get when she asks the same question.
Ask Intapp Celeste, on the other…
Intapp Time: 18 years of AI capture, one AI-native foundation
AI is coming to the legal market at an unprecedented rate, bringing plenty of opinions and noise along with it. While much of what the market is sharing is genuinely useful, it can be also difficult to discern what’s true…
On-premises Walls was built for a world before AI. Here’s what that means for your firm now.
Part 2 revealed what happens when firms audit their AI workspace access. Most find permission drift. Many discover that approved tools are surfacing data they didn’t intend to share. Part 1 established the governance principle. Part 3 addresses the infrastructure…

