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...
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 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 working...
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...
Case study
Brachers Law Firm Chooses Intapp 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 Intapp Collaboration & Content for a flexible integration between systems and a clearer line of sight across client matters at any point in time.
Case study
Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using Intapp Collaboration & Content
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.
Case study
South African Law Firm Adams & Adams Improves Firmwide Agility with Intapp Collaboration & Content
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.
Case study
Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition
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.
Case study
Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records
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.
Case study
Fredrikson & Byron Deploys AI-Powered Intapp Pricing to Improve Estimates, Manage Budgets, and Monitor Matter Progress
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...
Case study
FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure
FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.
Case study
NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution
NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.
Case study
Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution
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.
Case study
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
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.
Case study
FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes
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.
Case study
Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships With Intapp CRM
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.
Case study
DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions
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.
Case study
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.
Case study
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.
Case study
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.
Case study
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.
Case study
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.