Industry: Professional services

Products

Experience management

  • Accounting
  • Consulting
  • + 4 more
Intapp DealCloud’s experience solutions enable law firms to passively capture and use your firm’s collective experience to expand cross-practice knowledge, enhance firm reputation, and win new business.

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Blog Posts

Four factors to consider when evaluating cloud-based software

  • Accounting
  • Consulting
  • + 2 more
Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.

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Products

Marketing

  • Accounting
  • Consulting
  • + 4 more
Intapp DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies.

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Products

Fundraising and Investor Relations

  • Financial services
  • Professional services
  • + 1 more
Intapp DealCloud offers vertical-specific solutions designed for the complex needs of partner-driven capital markets firms. Drive growth, increase efficiency and profitability, operate with transparency, manage risk and compliance, and deliver client success — all with DealCloud

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Products

Business Development

  • Financial services
  • Professional services
  • + 1 more
Intapp DealCloud business development helps develop and nurture client relationships, unlock new business opportunities, and enhance collaboration and transparency on every deal, enabling your teams to automate tasks and spend more time on what matters most–winning more business.

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Products

Relationship management (CRM)

  • Accounting
  • Consulting
  • + 4 more
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.

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Downloadable

How to elevate new business intake and risk assessments using the Agile approach

  • Legal
  • Professional services
  • + 5 more
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.

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EBook

Transform business development at your firm

  • Financial services
  • Professional services
  • + 1 more
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.

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Solutions

Solutions for professional services firms

  • Professional services

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Products

Intapp Billstream

  • Legal
  • Professional services
  • + 1 more
Our proforma invoice software offers a cloud-based automated solution designed to help firms integrate, automate, and accelerate prebill processes.

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