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Three tips for deal sourcing and origination in the new normal

Webinar hosted by ACG Boston on current challenges that have impacted investors and private equity deal sourcing strategies to help navigate through the new normal.

  • Financial services
  • Private capital
  • + 1 more

Technology Helps Dealmakers Face a New Normal For Vacation Season: WFB (Work From Beach)

Time is valuable and it is important to work efficiently. Learn more about how DealCloud can help your firm better automate workflows and improve productivity.

  • Financial services
  • Intapp DealCloud

Struck by lightning: Key considerations for capital markets firms in selecting and managing front office technology

The migration from Salesforce Classic to Lightning is a big change for capital markets firms. Why have 400+ firms migrated from Salesforce to DealCloud?

  • Financial services
  • Private capital
  • + 1 more

The Power of the Connected Firm: Legal Executives Identify Technology as the Linchpin for Long-Term Viability

Cynthia Schmidt shares insights on how firms can seize technology-driven opportunities to survive, thrive, and win during the COVID-19 pandemic and beyond.

  • Legal
  • Professional services

Demystifying Forecasting: How Law Firms Achieve Operational Agility Through Better Business Planning

Thad Jampol and Pam Smith of Intapp speak with Perkins Coie's Toby Brown on business-value forecasting and organizational accountability.

  • Legal
  • Intapp DealCloud

Transforming Business Development – Measures & Reminders

David Freeman shares measurement and personal reminder tips to create new habits and drive firm growth.

  • Legal
  • Professional services
  • + 1 more

How Nudge Theory Helps Law Firms Gain Actionable Insights

Enhancing the relevance of insights to lawyers and professionals starts by connecting the right people to the right tools.

  • Legal

Legal CRM Webinar Recap: Combining Technology and Data to Improve Performance

Subject matter experts from Intapp and Wilson Allen share industry best practices around legal CRM implementations.

  • Legal
  • Intapp DealCloud

Private equity opportunities to emerge from COVID-19

Private equity and Corporate Development professionals are focused on identifying opportunities so we can come out of this crisis stronger than ever.

  • Corporate development
  • Financial services
  • + 2 more

Law firms confront the regulatory mirror to evolve business acceptance

Law firms look into the mirror to detect new-client regulatory risks during and after business acceptance. 

  • Legal

How technology drives marketing intelligence

Kim Tasso discusses the impact modern technology has on marketing intelligence, client development and driving efficiency in professional services firms.

  • Professional services

How can firms win at strategic growth without sacrificing profits?

Intapp's Jennifer Roberts discusses how today's competitive legal firms can win at client development to achieve strategic alignment and profitability.

  • Legal
  • Professional services