Practical insights for professional services firms

When Conexus Law wanted to run legal-specific matter management natively within Microsoft 365, firm leaders chose Intapp Collaboration & Content to enable consistent, transparent, and integrated worldwide service.

When Adams & Adams needed a solution for better email and matter management, firm leaders chose Intapp Collaboration & Content to streamline Microsoft SharePoint, creating a better front-end experience for its lawyers.

A leading accounting firm deploys Intapp Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

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.

A leading accounting firm deploys Intapp Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.

Fredrikson & Byron, leading Midwest law firm, chose Intapp Pricing to accelerate and scale its pricing function while mitigating fee earner investment in unbillable time, improving the accuracy of estimates, systemizing budget and matter activity monitoring and reporting, and...

FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.

NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.

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.

One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.

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.

Leading global law firm Baker McKenzie wanted to provide its lawyers and partners with access to global key-client information. Using Intapp CRM, the firm’s own client command center — Baker Client Intelligence — was born.

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.

The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.

The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.

Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.

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.

This boutique investment bank was seeking the right CRM solution to fit its unique needs.

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...

Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.

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.