DealCloud with Celeste: four playbooks for law firm BD and marketing
Virtual
DealCloud with Celeste gives BD and marketing teams a governed way to put relationship data to work, with agents that do the research and deliver finished work back to the people who need it.Marketing ROI, from every spend to matter closeSee how marketing teams track event investment all the way through to matter close to identify which programs generate the most revenue, and where to focus next.360-degree client intelligence, ready before every meetingSee how partners and BD professionals prepare for client conversations with a complete view of the relationship — prior matters, engagement history, referral paths, and warm connections — surfaced automatically before they walk in the room.Monday morning digests for partners and BDSee how the Monday morning digest works in practice: a weekly rundown of where each partner and BD professional should focus their time, which relationships are going cold, and where opportunities are progressing.Client data across systemsSee how Intapp Celeste connectors bring client data together across firm systems, so BD opportunity can be evaluated against conflicts exposure from the start, not after the fact.
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