• DealCloud

    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


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