Intapp

““When we went live on the Intapp Secure Cloud, it was a nonevent — the hallmark of a very successful migration,” said Hustad. “Lawyers and firm management only knew we’d switched over because we sent an email.””

““The Intapp team’s knowledge and attention to detail really set us at ease, and the process was as painless as it’s possible to be,” said Hustad. “We really enjoyed working with them.””

“Before working with DealCloud, much of our data was kept and maintained in Excel. This led to many manual processes and workflows that took hours out of our week that we could have spent elsewhere. DealCloud has allowed us to better collaborate as an organization, streamline mission-critical workflows, and use data and metrics to track and optimize our efforts.”

“Firmwide access to a reliable communications log has measurably improved collaboration, accountability, and transparency,”

“Intapp DealCloud has transformed our organization far beyond operational improvement,” said Leupold. “The tool offers us the continued potential to replace frustration with collaboration, and this continues to strengthen our corporate culture. Our senior management has confidence in the validity of our streamlined decision-making process, which frees up time to grow our business.”

““It makes conversations more productive and lets us be more thematic in our outreach and introductions,” Delaney said.”

““DealCloud has made us a more cohesive firm,” Delaney said. “Any information that one of us collects is captured and available in a centralized place. And because of that, our firm is collectively smarter.””

““DealCloud has been invaluable in this process. All the information they need is right there in the platform.””

““We couldn’t do it without a centralized system,” Delaney said. “There’s no way we could have properly tracked that number of companies with spreadsheets alone.””

““DealCloud was able to customize everything for us in a seamless way.””

““Since introducing this feature, we’ve had great adoption,” said Delaney. “DealCloud is so easy to use, and the DealCloud team has been great to work with.””

““It was honestly a dream,” she said. “DealCloud was able to customize everything for us in a seamless way: pipeline tracking, company tear sheets, internal due diligence criteria, and even our rating system on prospective investments.””

““We want to get to a point where our CRM is part of our DNA,””

““And DealCloud is a key tool in helping our people curate their contact book and bring more value to our firm.””

““We believed DealCloud’s features would help us better track activities, identify more opportunities, encourage collaboration and take efficiency to the next level via automation,””

““We needed a business intelligence system where our lawyers could easily track their clients and prospects, access data and analysis and grow client opportunities.””

“The ease of use and functionality of DealCloud has really driven banker adoption, which in turn has significantly enhanced the quality of information and usefulness of our system.”

““We easily transitioned to Intapp Billstream, even with everyone working out of the office,””

““Intapp Billstream adds a clear workflow to the entire draft to final bill process,””

““Gaining this visibility, being able to report on that, and receiving alerts on the status of draft invoices has helped us streamline draft to bill processes significantly.””

““They’re very competent and were great to work with.””

““The software has been developed by people who clearly understand the billing process,””

““We knew it would be easy to roll out without a lot of handholding,””

““When we saw a demo of Intapp Billstream, we really liked the workflow functionality and the visibility it provided for each stage of the billing process,””

“There are almost no limits to what we can do now with AI. … The role that Intapp has played is really foundational to our data strategy.”