Last week, we introduced a blueprint for a new category of AI that we believe will drive business success for professional and financial services going forward. Mind your business. Not just your practice. is our complete statement on what Firm
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.
Last week, we introduced a blueprint for a new category of AI that we believe will drive business success for professional and financial services going forward. Mind your business. Not just your practice. is our complete statement on what Firm…
Managing partners have been running some version of this conversation for thirty years: a lateral arrives, a conflict surfaces, a screen goes up, the file gets walled. An ethical wall (also called an ethics wall) is a documented, court-recognized information…
Over the last two years, AI landed on every desk in professional firms. Sure enough, professionals got measurably faster at completing work, armed with review tools, drafting assistants, research accelerators, modeling plug-ins, and more. Yet looking at big-picture firm economics,…
Your GC is already asking how you’d prove that an AI agent didn’t pull from a restricted engagement when it answered a partner’s question. And most firms don’t have a clean answer but because the architecture required to answer it…
AI governance, for a law firm, means being able to document what AI tool was used on a matter, what client data it accessed, who reviewed the output, and whether the client’s specific outside counsel guidelines were applied before work…
Conflicts clearance is the process of screening a lateral partner’s prior representations against the hiring firm’s active client and matter database to identify adverse conflicts before the hire is finalized and new matters open. It sounds straightforward. At volume, it…
The 2026 Technology Perceptions Survey Research Report reveals that 92% of fee-earners at financial and professional services firms now use AI at work, up from 48% in 2024.
This statistic is important, signaling a major shift in how daily work…
Every major investment banking and advisory (IB&A) firm has an AI strategy these days. But many of those firms aren’t actually AI-ready: they lack the infrastructure and governance frameworks required to effectively scale it and unlock its full value.
The…
The phrase “data-driven” has become so overused in private markets that it’s nearly lost meaning. Every firm claims it. Pitch decks reference proprietary data, systematic sourcing, rigorous analytics. And yet in the same industry, associates still spend hours pulling from…
Newly launched restructuring-focused investment bank selects Intapp DealCloud to track relationships, manage deal pipeline, and scale with confidence
PALO ALTO, Calif. — June 09, 2026 — Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries,…