Product: Intapp DealCloud

DealCloud has transformed our organization far beyond operational improvement.

The Intapp Intelligent Cloud empowers law firms to unify their operations on a single platform–enabling seamless client lifecycle management, automated compliance workflows, and data-driven results. Intapp helps your firm accelerate growth, reduce risk, and deliver superior client outcomes across the complete legal workflow.

Relationship intelligence and BD pipeline management purpose-built for law firms and professional services.

Purpose-built AI that turns your firm’s knowledge into faster decisions, better content, and smarter workflows.

Investment banks using vertical tech platforms grow fees and market share — even in volatile markets. Learn how DealCloud drives consistent outperformance.

Intapp has partnered with FINARCH to accelerate AI-driven transformation for private markets firms –– specifically in the United States, Canada, APAC, and francophone regions.

Fragmented systems create blind spots that prevent investment banks from delivering precision coverage. Unified, real-time data is the new baseline — learn why.

From introduction to pitch to conversion, we are able to see the pipeline develop.

Four firms. Four real implementations. See what’s actually working. Law firms are not short on data. They’re short on connected, actionable intelligence – and the operational infrastructure to put it to work. In this on-demand session, business development and client intelligence leaders from four AM Law and global firms share how they are implementing DealCloud to solve the challenges specific to their firm. What you’ll hear: Baker Botts consolidated client, financial, and market intelligence into a single source of truth to scale BD firmwide. A&L Goodbody unified conflicts, new business intake, and CRM workflows to improve insight into strategic opportunity selection and to drive lawyer adoption. Crowell & Moring replaced their legacy InterAction CRM through careful data planning and a mindset shift toward what modern BD infrastructure can actually do. Gould & Ratner is using DealCloud’s configuration engine to build succession planning dashboards that improve visibility into institutional knowledge and long-term client relationships. In this hour-long session: hear director from firms that have already made the CRM migration. Gain a practical, peer-driven perspective on capturing, connecting, and activating client intelligence. Real implementation. Real lessons. One session.

Discover how Firm AI and Intapp Celeste are transforming private capital with AI built for dealmaking, governance, and growth.