Practical insights for professional
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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...
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.
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.
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.
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.
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.
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...
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.