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Fredrikson & Byron Deploys AI-Powered Intapp Pricing to Improve Estimates, Manage Budgets, and Monitor Matter Progress
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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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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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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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BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
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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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Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM
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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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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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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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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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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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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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Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts
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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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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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Riverside Adopts DealCloud to Streamline Operations, Contain Overhead Costs, and Deliver Better Business Outcomes
This investment management firm was seeking a solution to streamline operations and improve business outcomes.
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Hamilton Lane Consolidates Data and Improves Relationship Management with DealCloud Platform
This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.
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Allen Matkins boosted event attendance by 20% while improving attendee quality
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McGuireWoods revamped its CRM data to improve its business development efforts
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Brownstein Hyatt Farber Schreck accelerates business acceptance
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Orrick streamlines lateral hire onboarding with modernized data capture
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Zelle Case Study
Zelle overhauls business acceptance process, moves to the cloud
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Zelle overhauls business acceptance process, moves to the cloud
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RSM US automates the client lifecycle with Intapp
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RSM US talks about the importance of using a purpose-built platform made just for accounting firms
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Ross Forgione of Johnson Winter & Slattery on innovating with Intapp
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Toby Brown of Perkins Coie on the value of Intapp
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Farrer & Co advances their cloud strategy with one unified system for business acceptance
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Bird & Bird streamlines business acceptance process with tightened security model
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Intapp Experience provided Finnegan with a reliable, one-stop source of searchable information on professionals, cases, matters, and clients.
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Johnson Winter & Slattery accelerates billing cycle with Intapp Time
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Foster Pepper increases velocity of new business acceptance
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Intapp supports innovation at Gilbert + Tobin
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Ward and Smith improves operational efficiency with Intapp OnePlace
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Timely automation at DAC Beachcroft
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Zelle reduces operational costs and drives efficiency in client service delivery
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Seyfarth Shaw drives firm-wide innovation with Intapp
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Osler modernizes and streamlines their new business acceptance process with Intapp
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Leveraging Intapp Terms to mitigate risk and deliver superior client service
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Clyde & Co finds a strategic partnership in Intapp
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William Buck Victoria: Improving client service with Intapp Flow and Integrate
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Osborne Clarke relies on Intapp for total time recording and experience management
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McMillan accelerates payment processing with Intapp Flow and Integrate
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Loeb & Loeb speeds new business intake, reduces risk with Intapp
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Viewpoint: Automating processes for data integrity & IP practice efficiency
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Lane Powell centralizes new business acceptance with Intapp
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Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts
