Client development software for law firms
Turn the collective knowledge and experience of your law firm into actionable intelligence. With powerful functionality that serves marketing, business development, legal, and practice group leaders, Intapp DealCloud offers a single platform to cultivate meaningful relationships, monitor industry developments, and win new engagements.
Harness your proprietary, firmwide expertise alongside third-party data sources to deliver the best possible outcomes and experiences for clients.
Cultivate and nurture meaningful relationships with automated activity capture and relationship intelligence.
Centralize client needs, firm experience, and market intelligence to enhance client pitches and proposals.
Craft insight-driven marketing strategies and streamline marketing operations.
Traditional CRM platforms are based on the sales department pipeline model, which doesn’t align with the way leading law firms operate to develop client relationships. With DealCloud, we will have a solution built specifically for our needs that provides a single, all-encompassing view of clients, people networks, and prospects.
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Deliver tailored marketing efforts that resonate with current and prospective clients.
Monitor relationship development and market activity to win new engagements.
Access a comprehensive view of firm experience to promote relevant expertise and build the best teams.
Align client needs with firm experience and market intelligence to build better pitches and proposals.
Access powerful leadership dashboards to get a birds eye view of each practice group.
Jack Recinto, Director of Applications and Support at Vedder Price, highlights how Intapp DealCloud is much more than a CRM.
Fill out the form and someone will be in touch to provide a demo.
Improve communication and inform decision making with unified workflows and intelligence.
Keep engagement to-dos current with automated task workflows, notifications, and AI-generated signals.
Assess proprietary data alongside third-party sources from a growing list of integrated providers.
Save time with AI-summarized meeting notes and networking notifications to nurture relationships and move engagements forward.
Visualize client pursuits insights and inform decision-making with templated reports.
Work efficiently from anywhere by using iOS and Android apps to upload data, search and review details, and automate relationship management tasks.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Webinar
Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just as in many law firms today, senior partners handle business development. But the financial services industry moved away from that business model and implemented a more dynamic and successful approach: using business development executives to cultivate new business opportunities. The Legal Sales and Service Organization (LSSO) community is now helping law firms adopt this model with client-facing executives and business development (BD) professionals.
Law firm BD and sales executives devote time and resources to identify opportunities and oversee the continuous improvement process. These professionals also implement and monitor the analytics that allow firms to stay a step ahead when managing relationships, sourcing deals, and driving revenue.
Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
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