Dealmakers can work smarter and more efficiently by automating certain processes through digitalization. Set up alerts and populate reports with data.

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.

Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.

Intapp President and Chief Client Officer Dan Tacone offers advice on how to foster genuine connections to enable true client satisfaction.

Talent management strategies in high demand across the private capital markets

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.

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.

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