• Resources

    Practical insights for professional
    services firms

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Corporate Legal

IATA transforms corporate legal matter management

International Air Transport Association (IATA) improves remote collaboration and matter management with Intapp Documents for Corporate Legal.

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Corporate Legal

Network Rail Microsoft 365 corporate legal matter management

Network Rail’s legal department maximizes its Microsoft 365 investment by implementing Intapp Documents for Corporate Legal

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Financial Services
Case Study

[CASE STUDY] FSN Capital leverages DealCloud

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

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Financial Services
Case Study

[CASE STUDY] Atlantic Street Capital

We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.

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Capital Markets, Financial Services
Case Study

Boyne Capital

After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that they required industry-specific technology.

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Capital Markets, Financial Services
Case Study

Stephens

Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.

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Legal, Professional Services
Case Study

New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud

Facing limited vendor support for products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements. The Baker Botts team chose InOutsource to implement Intapp Intake...

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Legal, Professional Services
Case Study

New Business Automation Lays the Foundation for the Data-Driven Firm

As Shearman & Sterling was transitioning from a decentralized conflicts clearance model to a more centralized one, Intapp certified implementation partner InOutsource worked with the firm to migrate its new business intake (NBI) system to Intapp Intake. The implementation also...

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Legal, Professional Services
Case Study

Automating Audit Letter Responses with Intapp

Responding to audit letters is a professional requirement for every law firm. When clients get audited, the auditor confers with the client’s attorneys for feedback on loss contingencies, including any pending litigation, claims and assessments which might impact the auditor’s...

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Legal, Professional Services
Case Study

Freeborn & Peters on Moving to the Intapp Cloud with Aurora North

Freeborn was one of the first firms to go live with Intapp OnePlace for Risk — including Intapp Intake and Conflicts — in the cloud. In addition, the firm uses the cloud version of Intapp Time and Intapp Flow. Robert Funk, financial systems manager at Freeborn, shares his experience...

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Capital Markets, Financial Services
Case Study

KPMG Corporate Finance in the U.K.

As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...

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Legal

Brachers Law Firm Chooses OnePlace Collaboration & Content for Efficient, Integrated Matter Management

When Brachers wanted to provide its lawyers with a more agile and efficient way of handling matter management, the law firm looked to OnePlace Content & Collaboration for a flexible integration between systems and a clearer line of sight across client matters at any point in time.

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Legal

Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using OnePlace Collaboration & Content

When Conexus Law wanted to run legal-specific matter management natively within Microsoft 365, firm leaders chose OnePlace Collaboration & Content to enable consistent, transparent, and integrated worldwide service.

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Legal

Adams & Adams Deploys OnePlace Collaboration & Content

When Adams & Adams needed a solution for better email and matter management, firm leaders chose OnePlace Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

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Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition

A leading accounting firm deploys OnePlace Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

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Legal

Nelson Mullins Centralizes Matter Management and Content Organization in Microsoft Teams

Major U.S. law firm Nelson Mullins deploys Intapp Workspaces to deliver matter centricity, privacy control, and governance as Microsoft Teams becomes the firm’s default work environment.

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Legal

Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records

A leading accounting firm deploys OnePlace Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

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Legal

Fredrikson & Byron Deploys AI-Powered Intapp Pricing to Improve Estimates, Manage Budgets, and Monitor Matter Progress

Fredrikson & Byron, leading Midwest law firm, chose Intapp Pricing to accelerate and scale its pricing function while mitigating fee earner investment in unbillable time, improving the accuracy of estimates, systemizing budget and matter activity monitoring and reporting, and...

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Capital Markets, Financial Services
Case Study

FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure

FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.

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Capital Markets, Financial Services
Case Study

NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution

NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.

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Financial Services, Investment Banking
Case Study

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.