• Resources

    Practical insights for professional
    services firms

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Legal
Brief

Best Practices for Legal Lateral-Hire Program Success

Lateral hiring and onboarding programs improve retention and drive higher ROI for your firm. Using OnePlace Risk & Compliance and OnePlace Marketing & Business Development, your firm can lay the groundwork for a successful lateral hire transition into your firm and set them up for...

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Financial Services
Brief

Dun & Bradstreet and DealCloud: Supercharge your decision-making

Financial services firms can leverage D&B company data from within the DealCloud platform through our DataCortex solution. This integration helps keep your firm’s DealCloud records up to date using information about your prospects and clients. With D&B data, your data remains...

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Financial Services
Brief

FactSet and DealCloud: Providing the financial data professionals rely on every day

FactSet’s best-of-breed company data enables capital markets firms to identify investment opportunities and uncover risk exposure in a timely and reliable manner. For 40 years and through market changes and technological progress, FactSet has offered the deep expertise and expansive...

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Financial Services
Brief

PitchBook and DealCloud: Capture the whole market

Through DataCortex, DealCloud clients can access, link, and visualize data from complementary data partners, all without leaving the DealCloud platform. Our clients use DataCortex to position powerful and curated data alongside DealCloud’s best-in-class relationship and pipeline...

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Financial Services
Brief

Preqin and DealCloud:Unlock private market intelligence

The integration of Preqin’s data and intelligence through DataCortex enables DealCloud users to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives. Through this partnership, dealmakers can populate DealCloud with...

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Financial Services
Brief

PrivCo and DealCloud DataCortex: Exclusive private markets insight through DataCortex

The integration of PrivCo’s industry-leading intelligence into DealCloud’s DataCortex solution allows clients to accelerate research and build business development pipelines more efficiently. Through this partnership, clients of both DealCloud and PrivCo can leverage real-time data...

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Financial Services
Brief

SourceScrub and DealCloud DataCortex: Supplement your CRM with industry-leading acquisition technology

By integrating the most up-to-date company, contact, and conference metrics from SourceScrub through DataCortex, firms using DealCloud can supplement their own proprietary CRM data with the SourceScrub dataset. Firms leveraging this integration save time by reducing the burden of manual...

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Financial Services
Brief

Sutton Place Strategies and DealCloud: Market-leading deal intelligence in your pipeline

The integration of Sutton Place Strategies (SPS) data and intelligence through DealCloud DataCortex enables deal professionals to leverage actionable transaction and M&A data in their day-to-day deal sourcing and intermediary coverage initiatives. By enabling this integration, firms...

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Financial Services
Brief

S&P Global Market Intelligence and DealCloud: Enhancing your existing processes with the power of data

With the integration of S&P Global Market Intelligence and DealCloud, capital markets firms can leverage S&P Global Market Intelligence’s robust, differentiated data on private and public companies, newsworthy developments, key professionals, industry metrics, and more from...

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Legal
Brief

Best Practices for Legal Key-Client Program Success

Key-client programs build the foundation for increased profitability for your firm and a better client experience. Read our brief to learn about best practices that ensure that your firm is extracting maximum value from its key-client program.

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Legal
Brief

Driving Law-Firm Growth and Expansion: Intapp Connect21

At Intapp, nothing makes us happier than learning from our clients; when we engage the collective know-how of the Intapp community, we all benefit from the insights, successes, and struggles shared, examined, and solved. During Intapp Connect21, industry leaders gathered to discuss the...

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Accounting, Consulting
Brief

The Future of Professional Services: Connecting People, Processes, and Data

Executive Summary At Intapp Connect21, industry leaders gathered to discuss the evolving professional services landscape and the ways technology can support both their professionals and […]

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Accounting, Consulting
Brief

Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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Accounting, Consulting
Brief

Global Independence Brief

For global accounting networks, the  future of conflicts management and independence is a single, searchable set of data paired with automation to not only ensure compliance, but also serve as a foundation for firm growth.