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case study

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

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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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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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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.

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case study

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

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case study

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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case study

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

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case study

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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case study

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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case study

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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case study

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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case study

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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case study

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

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case study

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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case study

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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case study

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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case study

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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case study

Brownstein Hyatt Farber Schreck accelerates business acceptance

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case study

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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case study

Zelle overhauls business acceptance process, moves to the cloud

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case study

RSM US automates the client lifecycle with Intapp

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case study

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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case study

Farrer & Co advances their cloud strategy with one unified system for business acceptance

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case study

Bird & Bird streamlines business acceptance process with tightened security model

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case study

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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case study

Foster Pepper increases velocity of new business acceptance

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case study

Intapp supports innovation at Gilbert + Tobin

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case study

Ward and Smith improves operational efficiency with Intapp OnePlace

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case study

Timely automation at DAC Beachcroft

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case study

Zelle reduces operational costs and drives efficiency in client service delivery

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case study

Seyfarth Shaw drives firm-wide innovation with Intapp

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case study

Osler modernizes and streamlines their new business acceptance process with Intapp

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case study

Leveraging Intapp Terms to mitigate risk and deliver superior client service

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case study

Clyde & Co finds a strategic partnership in Intapp

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case study

William Buck Victoria: Improving client service with Intapp Flow and Integrate

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case study

Osborne Clarke relies on Intapp for total time recording and experience management

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case study

McMillan accelerates payment processing with Intapp Flow and Integrate

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case study

Loeb & Loeb speeds new business intake, reduces risk with Intapp

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case study

Viewpoint: Automating processes for data integrity & IP practice efficiency

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case study

Lane Powell centralizes new business acceptance with Intapp

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case study

Viewpoint: Ballard Spahr on migrating from LegalKEY to Intapp Intake and Conflicts

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case study

Arnold Bloch Leibler leverages Intapp for successful PMS migration

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