Blog

Blog

May 3, 2019

Modern legal marketing demands a culture shift

Speaking with The Lawyer, Darryl Cross explains how CMOs must partner with lawyers to develop client-centric business development models that foster firm-wide trust and transparency.

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April 30, 2019

A dedicated site for Intapp University and training courses

Intapp University has a dedicated home on the web: training.intapp.com. Now you can view and register for available training courses, including new eLearning offerings, see […]

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April 23, 2019

5 Tips for Kick-Starting CRM User Adoption

Ben Harrison

President, Industries

Successfully implementing a new customer relationship management (CRM) software or fund management platform is no small feat – it requires planning, foresight and strategy. Once […]

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April 18, 2019

3 trends in pricing and pitching new legal work

In this second post from business and client development and service strategist, Julie Savarino, we discuss the trends firms should consider when pricing and pitching […]

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April 17, 2019

Inputs and outputs: What sponsor coverage data should investment banks be tracking?

Amit Lalwani

Vice President, Financial Services

Gone are the days of the simple “buyer, seller, advisor” deal. The beauty pageants seem never-ending: after competing with potentially dozens of other intermediaries (including […]

April 10, 2019

The 3 Stages of Modern Marketing

Over a 3 stage journey, legal marketing can shift from a supportive role to a strategic function.

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April 9, 2019

Is it time to reevaluate your firm’s CRM?

In this post, we welcome Julie Savarino, an award-winning business and client development strategist. In this article, Julie lends her perspective on the importance of […]

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March 29, 2019

Drive successful marketing programs for professional services

Kim Tasso reveals why a professional services firm can't succeed without a marketing strategy, and provides a 3-step guide for creating one.

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March 19, 2019

2 buy-and-build trends to watch, and how to track each in your CRM

Learn to configure your instance of DealCloud to better track buy-and-build trends. We're working with clients to see how we can make insights more actionable.

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March 15, 2019

DealCloud Spring 2019 Events

Ben Harrison

President, Industries

DealCloud will be hosting, sponsoring, exhibiting and participating in incredible events this spring. We look forward to seeing you there! SIFMA C&L Annual Seminar […]

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February 27, 2019

The impact of purpose-built technology platforms on capital markets professionals

Ben Harrison

President, Industries

Throughout my life, I’ve always gotten really excited about the latest and greatest technologies. I remember thinking floppy disks were revolutionary. Now, neither my kids […]

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February 13, 2019

The Five Must-Have People on Your CRM Task Force

Ben Harrison

President, Industries

For most private equity firms and investment banks, the past two decades have been a period of overall growth and strong performance. A confluence of […]

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February 1, 2019

3 Key Principles to Follow When Rolling Out New Capital Markets Technologies Firm-Wide

Ben Harrison

President, Industries

It’s completely natural for capital markets leaders and managers to have some worries about the way a new technology solution will impact individuals, teams, and […]

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January 23, 2019

Law firm conflict clearance, Part 3: how to make the move to centralization

This is part of three in a blog series about moving to a centralized model for conflict clearance. In our first post, we described the […]

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January 22, 2019

Ride the Strong Performance Wave Well Into 2019 with These Two Dashboards

According to a report released by Golub Capital last week, “U.S. middle-market private companies enjoyed the strongest earnings growth in years, propelled by high demand […]

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January 16, 2019

Build growth for your accounting network while improving compliance

The accounting industry is changing rapidly across multiple different fronts. The sector faces intense disruption due to technology interventions that automate a growing number of […]

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January 15, 2019

Why you’ll need a deal management platform for sourcing add-ons

Learn more on 3 ways for private equity professionals and corporate buyers can more strategically source private equity add-on's given today's market trends.

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January 8, 2019

Why time-tracking technology is essential for winning business today

It’s no secret that clients want law firms to use technology to improve service delivery and streamline processes. What’s less well-known is that law departments […]

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January 2, 2019

Five predictions for the legal industry in 2019

In 2018, key law firm challenges included talent recruitment and retention, efficiency of operations, and maintenance of profitability. These factors existed alongside increasing pressure to […]

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December 17, 2018

Law firm pricing is evolving. Are you ready?

For decades, lawyers charged by the hour for their services. But times have changed, and law firm pricing is evolving. In 2009, the major economic […]

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