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
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 7
Introducing Firm AI — and why we’ve built Intapp Celeste
By Colin McKee
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,…
How Intapp + Microsoft enable trusted AI for professional services
By Colin McKee
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…
Your clients know you’re using AI. They just don’t know if it’s governed.
By Colin McKee
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…
The lateral math problem
By Colin McKee
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 AI conversation your firm needs to have right now
By Colin McKee
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…
What the AI-readiness gap is costing your investment banking firm – and how you can close it
By Colin McKee
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…
What it means to be a data-driven private capital firm
By Colin McKee
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…
Ensis Partners selects Intapp DealCloud with Celeste to build a best-in-class deal and relationship management infrastructure
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,…
The AI-readiness gap in private capital — and what it’s costing your firm
By Colin McKee
Your private capital firm probably has an AI strategy. But is your firm AI-ready?
If you’re stuck in an ongoing cycle of AI point-tool pilots focused on narrow use cases, the answer is probably “no.”
And you’re not alone. Research…