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Not yet dazzled by AI’s impact on the legal profession? This fresh perspective will help 

  • Legal
  • Intapp DealCloud

AI-driven changes are happening so fast — and across so many different areas of a law firm’s operations — that it’s sometimes hard to appreciate them. But in the last two years, a range of tools have emerged to offer law firms opportunities to improve productivity and offer better client service.

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Looking for true client intelligence? Consider retiring your generic CRM.

  • Financial services
  • Professional services
  • Intapp Assist
  • Intapp DealCloud

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

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Save time and make fast, informed decisions with automated transcripts, AI-generated summaries, and narrative generation 

  • Intapp Assist
  • Intapp DealCloud

Intapp DealCloud and Intapp Assist for DealCloud provide meeting details, transcripts, and AI-driven summaries and insights — all in one place. Your professionals can save time, stay up to date, and make fast, informed decisions that benefit your firm and clients.

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From AI to integrations: 3 new DealCloud product innovations to boost performance and results

  • Financial services
  • Professional services
  • Intapp Assist
  • Intapp DealCloud

Intapp DealCloud recently released a suite of new product innovations designed to support professionals at partner-led firms like yours. From AI and automation to zero-entry capabilities, your firm can leverage all DealCloud has to offer to improve efficiency and enhance collaboration.

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How leveraging relationship intelligence can help M&A teams win deals 

  • Accounting
  • Intapp DealCloud

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Briarcliffe Credit Partners: Unleashing the power of data centralization for placement agents

  • Investment banking
  • Intapp DealCloud

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The need for speed: Help your transaction advisory teams stay competitive in today’s fast-paced market (and discover why even the best CRM software for accounting isn’t enough)

  • Accounting
  • Intapp DealCloud
  • Joe Pensa

    Joe Pensa

    Director, Practice Group Leader - DealCloud

Even the best CRM software for accounting firms isn’t enough to support transaction advisory teams when managing client relationships in accounting. Here are three ways that DealCloud can empower your professionals to improve sales deal velocity and fuel’s your firm’s success.

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Tips for deal origination in leveraged finance and debt capital markets 

  • Private capital
  • Intapp DealCloud

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How venture capital firms can use pipeline technology to manage deals at every stage

  • Private capital
  • Intapp DealCloud

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Yearly strategy planning for corporate development teams: How to create pipeline visibility and alignment

  • Corporate development
  • Intapp DealCloud

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