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Considerations When Making Client Management Investments

As with many significant investments in life, determining what value you’re seeking from your client management solution — and contrasting this to the cost side of the equation — is often complex. Understanding the right questions to ask technology partners is the first step professional services firms can take in driving smarter investment decisions.

  • Legal

Three actionable ways market-leading lenders leverage technology today

Market-leaders share their insights on leveraging technology in the industry, including assisting in deal origination and CRM best practices.

  • Financial services
  • Intapp DealCloud

Five benefits of private capital market data access in your CRM

Dealmakers need a deal & relationship management platform that enables efficient research of company financials by accessing the private capital market data directly in their CRM.

  • Private capital
  • Intapp DealCloud

Key dealmaking trends for capital markets firms

Discover key dealmaking trends for capital markets firms in 2021. Learn how the pandemic impacts deal flow, platform investments, and investor expectations. Get insights from DealCloud's Dealmaker Pulse Survey.

  • Financial services
  • Private capital
  • + 1 more

Close the technology gap

New research shows that firms that utilize intelligent automation and AI are closing higher revenue growth than the U.K. 200.

  • Legal

Technology advancement rules at ILTACON 2018

Last week’s ILTACON reaffirmed that the confluence of technology and the legal industry is accelerating rapidly.

  • Legal

Business Leadership Summit keynote address

John Hall, Intapp CEO, gives managing partners new perspective on how a client success-oriented firm will win in the new market dynamics.

  • Legal

Navigating a new reality in the client-empowered era: UK edition

Investment in technologies like intelligent automation can drive growth, improve profitability, and increase client satisfaction.

  • Legal

Strategy Sphere – Book List

One of the great things about hosting such a phenomenal group of guests on our #StrategySphere podcast, is the rich and diverse list of book recommendations we captured along the way. In this interactive PDF, we’ve curated the Top 50 Recommended Books from Season One.

  • Intapp DealCloud

Navigating a new reality in the client-empowered era

Research by The Lawyer and Intapp revealed that investment in technologies can increase growth, profitability, and client satisfaction.

  • Legal

The race is on

Client development was identified as the area with greatest potential for leveraging technology to increase growth.

  • Legal

A curious source for improved law firm financial performance

The AmLaw100 annually ranks the largest firms by gross revenue, revenue per lawyer, and profits per equity partner, to name a few metrics.

  • Legal