Horizons

Horizons, published by Intapp, focuses on the intersection of technology and professional services, particularly within legal, accounting, consulting, investment banking, and private capital markets. The blog covers topics such as risk management, compliance, client intake and continuance, conflicts management, and strategic portfolio management. It emphasizes the use of AI-powered solutions, data integration, and connected technology platforms to improve firm operations, business development, and client relationship management. Articles discuss challenges like legacy CRM inefficiencies, spreadsheet limitations, and the importance of data-driven decision-making to enhance growth, reduce risk, and optimize resource allocation across professional services firms.

Latest from Horizons - Page 2

Your firm has ethical walls. They’re documented. You run conflict checks before opening matters. You’ve trained the team on information barriers. You believe the screen holds.

Then you deploy Harvey or CoCounsel to speed up client intake. Within two weeks,…

For law firms, AI conflicts clearance should be a competitive advantage. Instead, a conflicts analyst at a mid-size firm spends hours clearing a single matter. She reconstructs the corporate tree by hand. She chases intake forms. She cross-references Outside Counsel…