Industry: Professional services

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.

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.

Drive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence embedded in your workflows.

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.

Improve your firm’s conflict review process with these best practices and Intapp Conflicts. Learn how to make faster decisions and reduce report size.

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.

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.

In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

Rising client, investor, and employee expectations, coupled with increased government regulations, are threatening the traditional operating models of legal, accounting, consulting, capital markets, and investment banking firms. To remain competitive, knowledge-based firms will need to embrace industry-specific digital transformation by leveraging purpose-built technology and harnessing the power of data.