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The Firm AI blueprint

Most AI makes individuals faster. See how Firm AI scales growth and margin for the whole firm.

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The Back Channel: Firm AI and the future of Big Law 

Learn how Firm AI helps law firms run alternate-fee models, win business, and govern AI.

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Teaching AI your firm’s language 

Discover how ontologies reduce hallucinations and drive down token consumption. 

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Key features to look for in an investment banking CRM

Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. DealCloud has all the key features needed in an investment banking CRM!

  • Financial services
  • Investment banking
  • + 1 more

Four Key Components of Successful Legal CRM Transformation [Webinar Recap]

Ryan McCrosson of Intapp and Anne Reavis of Wilson Allen share best practices for law firms considering CRM transformation.

  • Legal
  • Intapp DealCloud

Ways dealmakers can save time with similar deal analysis

DealCloud's real estate deal analysis software enables real estate investors to source comparable deals and properties using the DealCloud platform.

  • Financial services
  • Real assets
  • + 1 more

Data and reporting in real estate

Modern real estate investors demand a smart and tech-focused approach to investing their money. They require a complete, purpose-built real estate investor software that meets the unique needs […]

  • Real assets
  • Intapp DealCloud

Product release: Summer 2020 updates and enhancements

When we shared the results of our inaugural Pulse Survey, we weren’t surprised to find that modern technology provides a competitive advantage. Hot on the heels […]

  • Intapp DealCloud

Elevating Client Experience: Relentlessly Executing the Moments that Matter

To achieve exceptional outcomes, law firms must augment strong foundations with a data-driven, technology-enabled platform.

  • Legal
  • Intapp DealCloud

Sourcing, relationship management complexities, and the new normal for dealmakers

The pandemic has forced dealmakers to evolve their approach to sourcing and relationships. Trends include increased use of intermediaries, connecting with entrepreneurs early, targeted sponsor coverage, and “virtual tours” to nurture partnerships remotely. This article explores adapted tactics dealmakers deploy around critical deal sourcing and client interactions amid a transformed landscape.

  • Financial services
  • Private capital
  • + 1 more

Why alternative asset managers need tech-enabled data

This article was originally published by the Puget Sound Business Journal. To read the original, click here. Have you ever noticed how many scenes in […]

  • Intapp DealCloud

How Law Firms Can Leverage Tech Investments During COVID-19

Dan Tacone shares insights firms can use to adopt cutting-edge technologies to maintain business agility and competitive advantage.

  • Legal
  • Professional services
  • + 1 more

Forecasting Is Your Secret Weapon: How Law Firms Can Transform Projections into Competitive Advantage

Legal and professional services firms’ embrace best practices around capturing insights as part of a formal forecasting process.

  • Legal
  • Professional services
  • + 1 more

Modern marketing tactics for financial services firms

To stay relevant and top of mind, modern capital markets firms need stronger, smarter, and more consistent digital marketing for financial services programs to place […]

  • Financial services
  • Intapp DealCloud

Digitalization in the capital markets: Key components of a future-state operating model

Dealmakers can work smarter and more efficiently by automating certain processes through digitalization. Set up alerts and populate reports with data.

  • Financial services
  • Intapp DealCloud