Practical insights for professional
services firms

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...

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...

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...

Managing money-laundering risk continues to get more complicated for the legal industry. Firms must stay current and invest in anti-money-laundering (AML) practices and procedures that combat sophisticated financial criminals. Ultimately, every law professional is solely responsible for...

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

Major insurer standardizes on Microsoft 365 for corporate legal matter management

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

At this webinar, you’ll learn how Intapp can provide your firm with an AML solution that integrates with your key systems as well as third-party data and a reputable ID verification partner to enable seamless, efficient, and accurate intake and AML compliance processes.  

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.

Many Intapp Time customers have already experienced the benefits of migrating to Intapp Time in the cloud. If your firm is considering this move, join us for a panel discussion with our expert team. You’ll get answers to important questions that...

Join us as four professional services industry leaders offer insights into what we can expect from next in the evolution of the professions, and discuss a trio of important topics: – The effects of the war in Ukraine on the professional services industry – The impact of the...

In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier,...

Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3...

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.

Download our whitepaper to learn how IR professionals can strengthen LP relationships and close deals faster in the capital markets by leveraging DealCloud.

After spending countless hours learning and comparing the various approaches to technology-enabled dealmaking at various firms, we extracted five major challenges facing dealmakers in their pursuit of a productive, high-functioning private equity firm.

Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.

In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.