Industry: Professional services
Experience management
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Accounting
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Consulting
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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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Four factors to consider when evaluating cloud-based software
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Accounting
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Consulting
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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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Marketing
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Accounting
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Consulting
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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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Fundraising and Investor Relations
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Financial services
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Professional services
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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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Business Development
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Financial services
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Professional services
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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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Relationship management (CRM)
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Accounting
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Consulting
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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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How to elevate new business intake and risk assessments using the Agile approach
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Legal
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Professional services
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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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Transform business development at your firm
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Financial services
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Professional services
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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 for professional services firms
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Professional services
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Intapp Billstream
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Legal
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Professional services
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Our proforma invoice software offers a cloud-based automated solution designed to help firms integrate, automate, and accelerate prebill processes.
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