Bringing in client voices by soliciting client feedback can help firms more deeply understand their clients’ needs, expose service gaps, and surface new business development opportunities. Using client training programs, client interviews, client surveys, and matter debriefs, you can improve your value delivery, strengthen client relationships, and increase retention.

Legal at-risk programs strengthen client relationships and increase retention. Intapp DealCloud helps firms track new-matter velocity and perform relationship mapping to identify at-risk clients and implement remediation measures.

Intapp DealCloud built an extensive suite of relationship management solutions designed to deliver meaningful outcomes.

For commercial real estate firms, real-time reporting is imperative for dealmakers to move the pipeline forward.

Upgrade your investment bank’s technology without user resistance! This guide outlines 8 steps based on Kotter’s change management principles to ensure successful software adoption, from building urgency to celebrating wins and sustaining momentum. Learn how to overcome common pitfalls and create a thriving new workflow for your IBD team.

Technology is rapidly transforming commercial real estate (CRE) and firms need to use data in a purpose-driven way. Learn more.

Savvy law firms leverage their content strategy to enhance the client journey, using digital channels to optimize relevancy and content delivery. Supported by a broader digital strategy, modern campaigns incorporate sophisticated segmentation tools and a social media strategy for maximum impact.

DealCloud and Cherre partner to expand access to property-level data and market intelligence in deal management platform for real estate investors.

Prevent data breaches from happening to your firm by adopting M&A technology that includes these five must-have security features.