• Resources

    Practical insights for professional
    services firms

icon
Financial Services
Case Study

Roark Capital selects DealCloud

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...

icon
Financial Services
Case Study

Lionpoint implements CRM to fuel growth

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

icon
Corporate Legal

TÜV Rheinland streamlines matter management with Intapp

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

icon
Legal

ClientEarth deploys Intapp Documents to enhance legal knowledge management and improve reporting capabilities

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

icon
Corporate Legal

Major insurer streamlines in-house legal matter management

Major insurer standardizes on Microsoft 365 for corporate legal matter management

icon
Corporate Legal

IATA transforms corporate legal matter management

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

icon
Financial Services
Case Study

[CASE STUDY] FSN Capital leverages DealCloud

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.

icon
Financial Services
Case Study

[CASE STUDY] Atlantic Street Capital

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

icon
Capital Markets, Financial Services
Case Study

Boyne Capital

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.

icon
Capital Markets, Financial Services
Case Study

Stephens

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.

icon
Legal, Professional Services
Case Study

New Business Intake and Beyond: Confidently Migrating Complex Workflows to the Cloud

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...

icon
Legal, Professional Services
Case Study

New Business Automation Lays the Foundation for the Data-Driven Firm

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...

icon
Legal, Professional Services
Case Study

Automating Audit Letter Responses with Intapp

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...

icon
Legal, Professional Services
Case Study

Freeborn & Peters on Moving to the Intapp Cloud with Aurora North

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...

icon
Capital Markets, Financial Services
Case Study

KPMG Corporate Finance in the U.K.

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...

icon
Legal

Brachers Law Firm Chooses OnePlace Collaboration & Content for Efficient, Integrated Matter Management

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.

icon
Legal

Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using OnePlace Collaboration & Content

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.

icon
Legal

TÜV Rheinland streamlines matter management with Intapp

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.

icon

Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition

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.

icon
Legal

Nelson Mullins Centralizes Matter Management and Content Organization in Microsoft Teams

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.

icon
Legal

Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records

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.