In the competitive world of legal services, staying ahead means delivering exceptional client service. Courtney Borthwick, Head of Business Development and Marketing at U.K. law firm Howes Percival, and his team have revolutionised their client communications and service by leveraging the powerful integration of Microsoft 365 and Intapp DealCloud.
The challenge
As a relationship-driven business, Howes Percival was keen to optimise the way it managed client relationships. The firm needed a seamless solution that integrated with their existing systems, was user-friendly and had a proven track record in the legal sector. The firm’s goal was to enhance client service by understanding client connections and ensuring timely, relevant interactions.
The solution
Enter Intapp DealCloud — the ultimate platform that combines CRM, e-marketing and relationship intelligence. This comprehensive solution allowed Howes Percival to streamline processes and focus on what truly matters: their clients.
Strategic client communications
With DealCloud, Howes Percival can now see who in their firm knows each client and how well, based on interactions, meetings and email exchanges. The platform’s dashboard provides alerts for timely follow-ups, ensuring clients always feel valued and engaged. The simplicity and efficiency of DealCloud have significantly improved the firm’s ability to manage client relationships.
The role of Microsoft 365
Integrating Microsoft 365 with DealCloud has further enhanced Howes Percival’s client service capabilities. By leveraging Microsoft 365’s suite of tools, the firm can seamlessly manage communications, schedule meetings and collaborate on client-related tasks. This integration ensures all client interactions are tracked and managed in one place, providing a comprehensive view of the client relationship.
The results
Since implementing DealCloud and integrating it with Microsoft 365, Howes Percival has seen a marked improvement in client communications. The ability to track interactions and maintain timely follow-ups has made their client relationships more strategic and effective.
Interested in gaining these same advantages for your law firm? Please schedule a demo to see how DealCloud’s relationship intelligence can transform your client service.