Practical insights for professional services firms

Dykema, an Am-Law 200 law firm, needed to find a technology solution that met the firm’s critical matter use cases, data security, and governance requirements associated with the rollout of Microsoft Teams.

Gould & Ratner selects DealCloud as its single-source-of-truth CRM solution to gain critical legal marketing and BD insights, improve reporting capabilities, enhance the client experience, and drive firmwide growth.

Founded in 1861, Royal London is the U.K.’s largest insurance company. In the U.K., mutual companies like Royal London are customer-owned, which means that profits are shared with customers, not shareholders. Offering pension, life insurance, illness, and income protection, as well as...

S-E-A deployed Intapp Billstream to achieve record-low work-in-progress backlogs, increasing its average quantity of draft bills by 450 each month without adding extra billers.

In search of an automated legal billing software solution to replace its paper-based processes, McCarter & English was in the midst of evaluating Intapp Billstream when the COVID-19 pandemic struck in 2020. The evaluation program, which had begun as a pilot for two partners, was...

Am Law 100 firm Seyfarth Shaw sought to streamline its legal billing workflows and increase visibility across the firm’s highly distributed teams. Because billing team members work from nearly all of the firm’s global office locations — and generates a higher-than-average number of...

Bevan Brittan, a U.K. Top 100 law firm, uses Intapp Billstream to automate its work-to-bill lifecycle, improving realization by billing faster and more accurately. 

Am Law 100 firm Mintz deploys Intapp Billstream to streamline and accelerate invoice management and gain greater visibility.

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.

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

A major global insurance company deploys Intapp Documents for Corporate Legal to improve matter management within Microsoft 365 by modernizing and improving remote collaboration, workflows, and governance.

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 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 working...