• Resources

    Practical insights for professional
    services organizations

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Capital Markets, Financial Services

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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Capital Markets, Financial Services

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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Capital Markets, Financial Services

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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Consulting

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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Financial Services, Investment Banking

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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Legal

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

When Baker Botts brought on Rick Boulin as its new CIO in 2016, he immediately launched an assessment of the firm’s existing IT infrastructure and associated budgets. He concluded that contending with off-cycle capital expenditures and maintaining a data center and all of the...

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Capital Markets, Financial Services

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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Capital Markets, Financial Services

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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Capital Markets, Financial Services

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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Capital Markets, Financial Services

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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Legal

Allen Matkins boosted event attendance by 20% while improving attendee quality

Allen Matkins, a California law firm with more than 200 lawyers across offices in four cities — used Intapp Relationships to dramatically boost the quantity and quality of attendees at its marketing events while also cutting the time spent by lawyers vetting invitation lists.

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Legal

McGuireWoods revamped its CRM data to improve its business development efforts

McGuireWoods — a full-service firm providing legal and public affairs counsel to corporate, individual, and nonprofit clients worldwide — needed help to restore faith in its CRM, which suffered from missing, incomplete, and out- of-date contacts. After implementing Intapp...

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Legal

Brownstein Hyatt Farber Schreck accelerates business acceptance

Joe Craven, Chief Information Officer, at Brownstein Hyatt Farber Schreck shares how the firm has made business acceptance more efficient with the ability to process a high volume of new matters and automate engagement letters using Intapp Intake and Conflicts.  

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Legal

Orrick streamlines lateral hire onboarding with modernized data capture

Mike Guernon, Director of New Business and Conflicts, on how Orrick is making the lateral hire onboarding process more painfree and efficient with Intapp Intake and Intapp Conflicts.  

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Legal

Zelle overhauls business acceptance process, moves to the cloud

When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.

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Accounting, Consulting

RSM US automates the client lifecycle with Intapp

Craig Butler, Senior Director of Audit Technology at RSM US, shares how working with Intapp has enabled RSM to drive growth through automation which has increased their workflow efficiency allowing them to better serve their clients.  

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Accounting, Consulting

RSM US talks about the importance of using a purpose-built platform made just for accounting firms

Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the...

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Legal

Ross Forgione of Johnson Winter & Slattery on innovating with Intapp

Ross Forgione, CIO, at Johnson Winter & Slattery shares how the firm is using Intapp Time not only for more complete, consistent time capture, but also harnessing the data to drive firm innovation and talent development.  

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Legal

Toby Brown of Perkins Coie on the value of Intapp

Toby Brown, Chief Practice Management Officer at Perkins Coie discusses the value of Intapp Pricing and what it’s like to have a strategic partner in Intapp.  

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Legal

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

Neil Davison and Anne Tempany of Farrer & Co share how their cloud-first strategy has enabled the firm to streamline their processes and gain immediate benefits with the latest updates and features always available.  

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Legal

Bird & Bird streamlines business acceptance process with tightened security model

Mark Mountford, Head of Business Solutions, at Bird & Bird discusses how Intapp Walls is helping this innovative firm win new business and accelerate the onboarding process by ensuring instant, efficient client and matter security.  


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