How corporate development leaders are digitizing the internal approval process

Even the best CRM software for accounting firms isn’t enough to support transaction advisory teams when managing client relationships in accounting. Here are three ways that DealCloud can empower your professionals to improve sales deal velocity and fuel’s your firm’s success.

To modernize how they win and execute financial and other due diligence services in this changing market, transaction advisory teams need holistic views of their data, automation of manual tasks, and improved relationship intelligence.

Lateral onboarding for law firms drives success with law firm lateral hiring. DealCloud and Intapp Risk & Compliance simplify lateral hiring processes through legal CRM and risk management tools for lawyer intake and conflicts clearing for better retention and ROI.

Ditch the spreadsheets and leverage deal pipeline software like DealCloud to manage your pipeline efficiently and accurately. Schedule a demo today!

Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.