Industry: Professional services

Intapp DealCloud relationship management automates data entry and streamlines outreach workflows, empowering your professionals to focus on expanding networks and growing your firm with actionable relationship intelligence.

Without an efficient new-business intake process, intake teams risk wasting time and client goodwill by requiring unnecessary or redundant steps. To rectify this issue, many firms are turning to a key project management method: the Agile model.

This report gives you an in-depth understanding of the partner profile linked to the most successful rainmakers. It offers industry benchmarks for each of the five partner profiles identified by the research, as well as ideas to help your organization scale business development best practices. And it provides key guidance on how technology like Intapp DealCloud supports the behaviors of successful rainmakers.

Our proforma invoice software offers a cloud-based automated solution designed to help firms integrate, automate, and accelerate prebill processes.

Intapp Terms helps firms store, categorize, view, and manage OCGs, client requirements, vendor contracts, and more in a centralized location. Visibility into client guidelines ensures firms are up -to -date on the latest information and in compliance with agreements.

Centrally control, monitor, and report on the entire confidentiality lifecycle. Intapp Walls offers an automated approach that limits access to sensitive matters across applications — without impacting user productivity or convenience.

Intapp Workspaces extends Microsoft Teams to provide engagement-centric experiences, 360-degree insights, and automatic engagement lifecycle management. It helps boost collaboration, connecting distributed teams while automatically preserving your firm’s security and compliance standards.

Accelerate and simplify deal team clearance. View current deal assignments via a centralized search and quickly determine whether your team members are eligible to work on certain projects.

Save time and eliminate the administrative burden of contacting, researching, and setting up an employee's brokerage feed data. With Intapp Employee Compliance, your firm can rest easy knowing that we set up, manage, and maintain the brokerage data feeds. Reduce human error and false positives when validating trade approvals when you receive the brokerage data in a standardized and normalized format.