Product: Intapp DealCloud

Founded in 1965, Finnegan is a law firm focusing solely on intellectual property law, while also offering legal services in sports and fitness, textiles, food and beverage, automotive, biotechnology, pharmaceuticals, life sciences, and chemicals. They are located in Washington DC.

If you’re at a small capital markets firm with fewer than 50 employees, you probably don’t have a big in-house technology team. You probably do have a small, scrappy, busy team that lacks the luxury of time to research and implement the best software to support dealmaking. At the same time, your team — and your firm — can’t accommodate a drawn-out implementation that requires hundreds of customizations needed to tailor a generic system to meet your firm’s needs. So what’s a small firm to do when it’s time to upgrade to an industry-leading, industry-specific customer relationship management (CRM) system? DealCloud, by Intapp – the CRM built with capital markets firms in mind – offers an accelerated onboarding process for small capital markets firms. In less than three weeks, your small firm can get DealCloud up and running — and you can access DealCloud’s ready-made industry blueprint that includes reporting, notification workflows, relationship management tools, and more. Download the guide below to learn more about expedited, ready-to-use, CRM onboarding for your firm.

Beringer Capital, a Toronto, Canada–based private equity firm, has selected DealCloud to efficiently centralize data, optimize reporting, manage its pipeline, and foster stronger relationships with partners and other stakeholders.

Leading Australian law firm McCabes Lawyers have selected Intapp to enhance client relationship management. With Intapp’s relationship intelligence and email marketing capabilities, McCabes can better support its clients and the firm’s growth strategy.

Intapp solutions are now available in the Microsoft Azure Marketplace, an online market for buying and selling cloud solutions certified to run on Azure. Through availability in the Azure Marketplace, professional and financial firms can now more easily find, purchase, and implement Intapp solutions.

Learn how DealCloud Dispatch and its AI capabilities can help users fast-track deal marketing outreach.

London-based law firm Howard Kennedy is augmenting its client relationship management and timekeeping practices using DealCloud and Intapp Time.