Product: Intapp DealCloud

At law firms, the Rule of Three has long been a pillar of sound legal marketing and business development. The rule, which recommends engaging clients in at least three practice areas, is based on the idea that with each practice and service area added, you increase the likelihood that your firm will retain and grow the relationship with a client. But firms today face an increasingly sophisticated and competitive landscape — and it’s time to update the rule. Three practice and service areas are no longer enough. Instead, your firm should be targeting five. To win the cross-selling game, today’s firms need to adopt several key practices and programs. In this e-book, we’ll share three successful cross-selling tactics, key implementation tips, and best practices around: Whitespace analysis Key-client programs Strategic account programs Download the e-book to learn more about best practices and technology for cross-selling for today’s law firms.  

Generic, first-generation CRM systems were built to support companies with high sales volumes of standardized products. But financial and professional services firms have different operating models based on lower transaction volumes at higher values. Learn how industry-specific, second-generation CRMs with purpose-built data models and workflows can help your firm discover, win, and execute more business.

For professional and financial services firms, removing data silos is critical in today’s marketplace. By integrating organizational data, firms can gain more holistic views of their performance, make more informed decisions, identify areas for improvement, and respond quickly to changes in the market.

For today’s professional services and capital markets firms, migration to more advanced digital operations is no longer an option; it’s table stakes. Leading firms across legal, accounting, consulting, investment banking, and private capital markets are leveraging technology in truly transformative ways — empowering their professionals, exploring new business models, and gaining a competitive edge along the way. By taking an industry cloud approach, firms can transform their client, investor, and employee experiences: Surfacing new insights, uncovering hidden risk, and improving efficiency with applied AI Improving accuracy, satisfying clients, and saving busy professionals time with zero-entry data capture Improving knowledge-sharing firmwide with industry-specific collaboration, deal, and pipeline management capabilities Enabling data-informed decision making at all levels, across the firm Learn more about best practices and technology for digitizing core processes, migrating to the cloud, and acquiring or developing connected enterprise technologies to accelerate your firm’s transformation.

Learn how DealCloud supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.

By following these 4 steps, investors and early-stage deal sponsors can quickly and confidently close their complex venture deals.

Vanderbilt Law’s Caitlin “Cat” Moon teaches her students about making the law more accessible and, legal delivery seamless. She also shares ideas on improving our legal ecosystem, and, explains how human-centered design can be applied to the practice of law and other professional services sectors.

GlobeSt Real Estate Forum named DealCloud a top influencer in commercial real estate (CRE) technology for 2023.

Darryl discusses into the importance of “taking the lead” in order to reinforce your client’s confidence in your services and expertise.