Industry: Professional services
Activator experience
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Financial services
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Professional services
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Simplify the complex process of client interaction with Intapp DealCloud’s Activator hub. DealCloud provides essential tools and guidance for prioritizing outreach, building networks, and understanding client needs.
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Pipeline and deal management
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Financial services
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Professional services
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Intapp DealCloud deal management solutions enables tracking of deal flow and relationships by providing a comprehensive view of every deal as they move through the pipeline towards closing.
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Advanced search
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Financial services
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Professional services
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Intapp DealCloud’s advanced search function lets your firm search across the entire database in a matter of seconds, saving you time and effort in finding the exact piece of information you need.
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“Work on behalf of”
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Financial services
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Professional services
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Intapp DealCloud's "Work on Behalf of" functionality makes it possible for users to execute on work within the DealCloud platform on behalf of someone else.
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Intapp DealCloud
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Financial services
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Professional services
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More than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution.
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The Rainmaker Genome Project research report
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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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The importance of a well-designed new business acceptance process at professional services firms
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Professional services
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Intapp Intake
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How professional service firms can optimize conflict management
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Professional services
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Intapp Conflicts
Improve your firm’s conflict review process with these best practices and Intapp Conflicts. Learn how to make faster decisions and reduce report size.
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Ease the busy season with automated professional services time tracking software
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Professional services
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Intapp Time
January marks the beginning of the busy season for professional services firms, and the last thing your teams want to do is spend even more time manually recording their hours and formatting their timesheets. Automated professional services time tracking software can help ease this process.
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Data sheet: Identity and Access Management
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Professional services
When you select Intapp solutions to help your professional services firm remain competitive and profitable, you’re assured of tightly managed access to your user, client, and matter data.
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