Strengthen client connections to support growth
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. You’ll enjoy access to your firm’s most current and relevant information with minimal input.
Grow existing client relationships
Your current clients provide the best opportunities for new business, but it’s difficult to know where white space exists, what expertise to highlight, and who within your firm is best poised to deliver an effective pitch.
DealCloud helps you grow existing client relationships by providing a deep understanding of your top clients’ initiatives and how your firm can best support them. Plus, you’ll be able to use relationship mapping to keep track of ever-changing client and firm connections, and rely on automated alerts that notify you when a relationship appears to be in jeopardy.
Develop impactful campaigns
Building campaigns and marketing plans is only half the battle. The other half? Figuring out what worked, and what didn’t. DealCloud helps you capture and leverage a rich blend of information about your marketing efforts so you can better inform your planning and priorities.
Plus, you’ll be able to connect the dots between activity and outcomes, track the ROI on your efforts, and demonstrate how your campaigns have contributed to the development of new business or opportunities.
Build more effective pitches
Win more business by automating pitch and proposal creation with data-enriched content. Track every single client interaction, and gain instant access to updated and on-brand bios, practice descriptions, and experience summaries. We also provide seamless integrations with leading proposal management solutions — including PitchPerfect and QorusDocs — for firms that want to utilize beautifully designed templates, advanced design and editing tools, and built-in collaboration.
By using the best data and content from Intapp, you’ll be able to compete more effectively with standout proposals to differentiate your firm.
Empower firmwide collaboration
DealCloud is purpose-built to help marketing teams collaborate more strategically with partners and lawyers to help them find, pitch, and win new business and clients.
Build your brand and enhance your reputation
A core component to every marketing mandate is getting the word out. After all, your firm’s successes and your lawyers’ pedigrees might as well not exist if no one knows about them.
That’s why DealCloud helps you amplify achievements and raise your firm’s profile, by making it easy to update your lawyers’ bios across all touchpoints and ensure that all directory submissions are perfectly polished. You’ll also be able to manage your firm’s footprint across your full scope of seminars, webinars, and conferences, as well as sponsorship of third-party events.
Product resources and best practices
CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape
Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by...
CRM Success Series, Part 1: Defining Value and Acing Implementation
Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that...
The Modern CMO: Advancing Marketing from Reactive to Predictive
Chief marketing officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients.
Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships
Leading global law firm Baker McKenzie wanted to provide its lawyers and partners with access to global key-client information. Using Intapp CRM, the firm’s own client command center — Baker Client Intelligence — was born.
Road to Recovery: Techniques & Technology to Transform Business Development
The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare...
Intapp Connect Virtual Summit - Marketing & Business Development Session
Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times? Watch...
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