Product: Intapp DealCloud

Law firms that take a modern approach to client development and transition their organizations from reactive to insight-based will accelerate their ability to win business with both new and existing clients.

No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals and new business for firms. But, how do firms know who in their firm has the strongest relationships if they’re struggling with contact data quality? Learn how some of the brightest minds in the industry have prepared their firms to thrive despite extraordinary circumstances. Join us for this fireside chat to answer questions such as: What are the common contact data quality problems firms encounter? What are the easiest problems to solve? Why? Once contact data quality issues are solved, what relationship insights result in positive business outcomes? How are they useful? How are relationships analyzed by practice, sector, and geographies to retain and protect revenue? How does the firm identify relationship risk? What steps are taken to minimize relationship capital risk?

You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project, including: What expectations should stakeholders set for implementation project teams? What is the right level of reporting and detail to measure project progress and success? How important is regular communication back to the firm on project progress? To what extent should you expect your implementation partner to take the lead on project delivery? How involved as stakeholders should you expect to be when setting and managing the partnerships expectations of the project? Do you see a role for your clients in setting the scope of your CRM project – e.g., key client plans and client listening?

Learn about common problems that complicate the assessment of client requests and the evaluation of new business—and how firms are gaining efficiency.

Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong. Join us as we introduce DealCloud, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams but also provides a seamless experience to help your firm enhance its revenue, reputation, and retention. In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how DealCloud leverages client relationship intelligence and experience to help your firm achieve its goals, including: Driving strategic growth Engaging clients more effectively Identifying and pursuing new opportunities

The state of business development leaves room for improvement and this infographic highlights some of the challenges. Intapp Experience empowers new business development with an AI-based approach that sources current data to give you the answers you need.

Explore the full report and uncover insights with industry experts

Join us to learn how DealCloud, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts. Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way.  Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work effectively.  Start enabling your firm’s “pilots” with the data, tools, and insights they need to grow their practices and improve client experiences. Hear from former law firm practitioners who’ve dealt with these challenges head on. Understand what types of critical information lawyers want — and what formats they need — and give them the visibility and confidence they need to soar to new business development heights.  In this session, we’ll help you chart your flight plan: Shifting the mindset about how to best enable business development for lawyers  Sharing a framework for developing lawyer-centric solutions that attendees can begin using immediately within their own firms  Demonstrating, with real-world examples, the power of a well-calibrated partner/lawyer cockpit

Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.