Client relationship management and intelligence for law firms
Unify your critical client data, relationship insights, and firmwide knowledge into a single, centralized platform. Much more than a CRM, DealCloud for Legal surfaces hidden connections, delivers real-time insights, and enhances collaboration across teams. Discover how a solution purpose-built for the legal industry can transform your firm’s client development lifecycle, marketing and business development, and client service experience.
Capture and organize critical client and relationship information automatically, ensuring accuracy and accessibility in one dedicated solution.
Unify relationship insights, market intelligence, and firm experience data to strategically pursue new opportunities.
Deliver personalized, high-impact service and foster long-term relationships using integrated data on client needs, preferences, and interactions.
Built on our proprietary legal blueprint, DealCloud will come preconfigured with powerful tools and workflows based on industry best practices.
Create a comprehensive client profile by integrating data from multiple systems into a single, centralized source of truth, providing a complete view of each client relationship across the firm.
Centralize firm knowledge, including relationship intelligence, past experiences, expertise, and market trends, to easily facilitate internal collaboration and cross-selling.
Streamline marketing efforts with targeted lists, optimized segmentation, and performance tracking, all while ensuring compliance with data privacy regulations.
Leverage centralized firm experience data to enhance pitch and proposal efforts and achieve the most impactful business development outcomes.
By unifying relationship insights, market intelligence from third-party providers, and pipeline data, empower leaders to strategically identify and pursue new opportunities.
Unify insights on client needs, preferences, and past interactions to promote personalized, high-impact client service that fosters long-term relationships.
"Grouping and analyzing information will be our growth engine. This data empowers us to go after high-value new business and expand profitable engagement with existing clients."
"DealCloud’s features would help us better track activities, identify more opportunities, encourage collaboration and take efficiency to the next level via automation."
"Following an event, we can see new relationships when they begin, then follow up with lawyers. From introduction to pitch to conversion, we are able to see the pipeline develop."
"By capturing a deeper level of insight via Intapp [DealCloud], we can turn capabilities conversations into outcome- and business-based discussions with clients and prospects."
Jack Recinto, former Director of Applications and Support at Vedder Price, highlights how Intapp DealCloud is much more than a CRM.
Build stronger, deal-winning connections and minimize manual data entry.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Growing your firm requires effective management of your relationships, knowledge, and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.
With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your marketing, business development, and experience. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in a matter, a hub for simplified collaboration, and AI-powered insights for better decision-making.
With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, relationship, and experience data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.
Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.
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