• Resources

    Practical insights for professional
    services organizations

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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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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

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

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

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.

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Accounting, Consulting

BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts

One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.

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Capital Markets, Financial Services

FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes

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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Legal

Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM

Leading global law firm Baker McKenzie wanted to provide its lawyers and partners with access to global key-client information. Using Intapp CRM, the firm’s own client command center — Baker Client Intelligence — was born.

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Capital Markets, Financial Services

DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions

When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.

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Capital Markets, Financial Services

J2 Global Leverages DealCloud to Enhance Deal Flow and Efficiently Manage Deal and Corporate Development Activity

The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.

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Capital Markets, Financial Services

DealCloud Enables Sterling Organization to Increase Collaboration and Accelerate Deal Management Process

The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.

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Capital Markets, Financial Services

FPE Capital Builds a Stronger, Connected Firm with DealCloud’s Integrated Platform

Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.

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Consulting

Gerald Edelman’s Deal Advisory Team Turns to DealCloud to Systematically Track Deals and Relationships

For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.

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Financial Services, Investment Banking

DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.

This boutique investment bank was seeking the right CRM solution to fit its unique needs.

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Legal

Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the...

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Capital Markets, Financial Services

DealCloud Provides Purpose-Built Deal and Relationship Management Platform for Atlantic Street Capital

Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.

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Capital Markets, Financial Services

Kayne Anderson Real Estate Uses DealCloud to Optimize Productivity, Streamline Deal Execution Process, and Increase Transparency

The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.


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