• Resources

    Practical insights for professional
    services firms

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Legal
Webinar

Preparing your firm for Microsoft Teams shared channels

Join us for an in-depth review of best practices for leveraging Microsoft Teams shared channels for secure client collaboration.   Law firms operate in a dynamic environment where effective online collaboration with clients and external parties is essential to operational efficiency and...

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Legal
Webinar

OnePlace Marketing & Business Development webinar: Trends in Legal Marketing and Business Development for APAC Firms

Join Intapp for the first webinar in a new series tailored for firms in the APAC region and focused on the future of law firm client relationship and knowledge management. During this event, we’ll explore solutions, share insights, and discuss trends in marketing and business...

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Legal
Brochure

Intapp Billstream: Speedier legal billing

Intapp Billstream, part of the OnePlace Operations & Finance suite, is the market-leading billing automation solution for legal firms. Intapp Billstream integrates smoothly with all major practice management systems, speeds up legal billing, and delivers a strong return on investment.

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Legal
Webinar

OnePlace Risk & Compliance for Legal: Intapp Intake and Intapp Conflicts

Join us to explore how firms effectively leverage OnePlace Risk & Compliance to thoroughly evaluate new business, quickly onboard clients, and easily monitor relationships throughout the client lifecycle. During this webinar, you will hear from our guest speaker and Intapp client,...

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Financial Services
Article

Lionpoint sponsors Intapp Virtual Connect 2020

Lionpoint is proud to sponsor Intapp Virtual Connect 2020, to show our support as a certified implementation partner for DealCloud, the leading capital market software solution for investors and dealmakers. We’ll be joined by industry leaders and peers for informative discussions on...

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Financial Services, Private Equity
Article

Impact of new ESG benchmarks on the private equity sector

Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.

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Financial Services
Case Study

Roark Capital selects DealCloud

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as...

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Financial Services
Case Study

Lionpoint implements CRM to fuel growth

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM for private equity selection and implementation.

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Financial Services
Video

DealCloud and SourceScrub: Deal origination hacks for capital markets professionals

DealCloud’s Emanuel Mesa (Solutions Engineer) shares a high-level overview of DealCloud’s SourceScrub integratoin and shows us how to better organize and automate your deal origination pipeline through the platform.

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Financial Services
Video

DealCloud and FactSet: Fueling efficiency by automating data entry

Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets...

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Financial Services
Video

DealCloud and PrivCo: Unleashing the power of private company data at your firm

Build more robust third-party data reporting without leaving your pipeline management solution. By unlocking the PrivCo integration within the DealCloud DataCortex, you can now access key analytics and dive deeper into your data within your usual workflow. In this video, we’ll show you...

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Financial Services
Video

DealCloud and S&P Global Market Intelligence: Unifying your data to build better workflows

Leverage S&P Global Market Intelligence’s robust data on private and public companies, newsworthy developments, key professionals, industry metrics, and more directly from your DealCloud dashboards through the DataCortex solution. Watch the demo to learn how to populate company and...

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Financial Services
Video

DealCloud and PitchBook: Access enhanced analytics directly in your pipeline

Capital markets professionals looking to enhance their current research and insights offerings can augment and support proprietary data directly within their DealCloud pipeline through the use of the PitchBook data integration. In this demo, DealCloud Solutions Engineer Emanuel Mesa shows...

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Financial Services
Video

DealCloud and Preqin: Powering fundraising & IR by centralizing capital markets & LP data

DealCloud’s Emanuel Mesa (Solutions Engineer) demos a high-level overview of DealCloud’s Preqin integration and shares how users can utilize this asset to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives.

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Legal
Brief

Best Practices for Legal Lateral-Hire Program Success

Lateral hiring and onboarding programs improve retention and drive higher ROI for your firm. Using OnePlace Risk & Compliance and OnePlace Marketing & Business Development, your firm can lay the groundwork for a successful lateral hire transition into your firm and set them up for...

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Corporate Legal

TÜV Rheinland streamlines matter management with Intapp

German auditing organization TÜV Rheinland enhances matter management, matter instruction, and reporting with Intapp Documents for Corporate Legal.

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Legal
Webinar

Intapp Terms Webinar: A Holistic Approach to Managing Client and Vendor Commitments

It’s imperative that firms develop a comprehensive strategy for managing client commitments, as well as provisions within that strategy to mandate efficient management, provide visibility and insights, ensure compliance, and maintain customer satisfaction. That strategy must ensure...

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Financial Services
Brief

Dun & Bradstreet and DealCloud: Supercharge your decision-making

Financial services firms can leverage D&B company data from within the DealCloud platform through our DataCortex solution. This integration helps keep your firm’s DealCloud records up to date using information about your prospects and clients. With D&B data, your data remains...

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Financial Services
Brief

FactSet and DealCloud: Providing the financial data professionals rely on every day

FactSet’s best-of-breed company data enables capital markets firms to identify investment opportunities and uncover risk exposure in a timely and reliable manner. For 40 years and through market changes and technological progress, FactSet has offered the deep expertise and expansive...

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Financial Services
Brief

PitchBook and DealCloud: Capture the whole market

Through DataCortex, DealCloud clients can access, link, and visualize data from complementary data partners, all without leaving the DealCloud platform. Our clients use DataCortex to position powerful and curated data alongside DealCloud’s best-in-class relationship and pipeline...

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Financial Services
Brief

Preqin and DealCloud:Unlock private market intelligence

The integration of Preqin’s data and intelligence through DataCortex enables DealCloud users to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives. Through this partnership, dealmakers can populate DealCloud with...