Practical insights for professional
services firms

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...

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

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

ClientEarth selects Intapp Documents for knowledge management software to enhance legal knowledge management, foster collaboration, increase document security, and improve reporting capabilities.

Major insurer standardizes on Microsoft 365 for corporate legal matter management

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

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.

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

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.

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.

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...

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...

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...

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...

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...

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.

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.

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.

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.

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.

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.