AmLaw 200 business law firm, Benesch selects DealCloud as its client relationship management platform to support the firm’s commitment to excellent client service.

Check out the top 3 ways building strong relationships can help you improve the due diligence process.

Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.

Does your CRM solution reveal opportunities for cross-selling to your clients? Or analyze which of your professionals has the strongest relationship with a contact? Does it monitor referred business to ensure relationships remain strong?

In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

Track improvements to your private capital deal velocity and other leading key performance indicators with DealCloud.

Check out the top 5 venture capital trends of 2023 to predict the best ways to move forward with your investments.

Under the strategic partnership with Microsoft, Intapp is adopting Azure as its preferred platform for delivering the industry cloud for professional services, helping firms harness the full power of purpose-built software and services that support the modern workplace.