• Consulting

    Driving differentiation for
    consulting practices

For consultancies looking to thrive in today’s competitive marketplace, we provide solutions and services that address the complete range of business objectives —from meeting client-compliance requirements and reducing operational costs to controlling risk and maximizing business-process efficiencies.

Operate profitably across the engagement lifecycle

Management consultants recommend that their clients embrace digital-transformation strategies to realize greater revenue growth and profitability, yet have been slow to act on this advice for their own internal operations. We provide a complete client engagement lifecycle platform for consulting firms that accelerates all aspects of the engagement process — including strategic prospecting, pricing, onboarding, conflicts, terms management, and time tracking.

Outcomes: Deliver Services Efficiently, Maximize Realization, Manage Risk and Compliance, Drive Client Success

Products: Intake, Terms, Conflicts, Pricing, Time

Time management for consulting professionals

Understanding the time your professionals spend on engagements is critical not just for billing, but for pricing, resource allocation, fixed-fee engagement planning, and project management.

Our Time solution is the only scalable enterprise-grade time-capture and analysis platform designed for multi-office, multi-discipline firms. The solution is easy enough for front-line professionals, yet powerful enough to drive utilization and provide cost insights to business managers and CFOs.

Outcomes: Maximize Realization, Drive Client Success

Products: Time

Accelerate conflicts clearance in restructuring practices

A bankruptcy or restructuring engagement can quickly overwhelm even the most senior compliance and control-room staffs. As such, it presents perhaps the most daunting and complex challenge for conflicts-clearance professionals.

Intapp offers advanced search capabilities that simplify and accelerate independence and conflicts clearance to help consultancies win more deals. Its integration of internal and external data enables broader client evaluation, giving firms greater transparency across the lifecycle of the deal, and more efficient and accurate deal analysis.

Outcomes: Deliver Services Efficiently, Maximize Realization

Products: Conflicts

Win more deals in transaction and financial advisory practices

Professional services firms need a CRM solution designed for the complexities of their financial and transaction advisory practices. It’s difficult, if not impossible, to retrofit a generic CRM to manage the intricate relationships of successful advisors and to improve client experience. DealCloud, an Intapp CRM solution, provides the answer.

DealCloud is purpose-built to support your team’s success by leveraging institutional knowledge to find the right people, deliver the right message, pitch winnable deals, and drive market-leading outcomes for clients. Power your engagement execution with integrated AI and automated notifications to help you manage your many relationships encompassing clients, lenders, sponsors, bankers, and other parties. With native integrations to business workflow tools such as Microsoft Office, a modern and user-friendly interface, and mobile access from any device, DealCloud offers near-seamless adoption into your organization as it powers the end-to-end process for sourcing, execution, and other mission-critical activities around your engagements.

Solution: DealCloud

5 of the top 10 economic consulting firms use Intapp

Resources for consulting providers

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