Intapp

““When we did the fundraising for our fifth opportunistic fund, we were still on Salesforce at that point. We’re now raising our sixth opportunistic fund, and the difference in our efficiency is literally night and day.””

““Intapp’s team was hands on and highly responsive. They were super helpful, always informed, and quick to provide solutions.””

““I trusted Intapp because they understand the importance of versioning in NetDocuments and ethical walls.””

““One thing we had been working on is our data retention and governance. It looked like Intapp Workspaces was going to give us control over how long we keep information, where the information is housed, and how we archive it securely.””

““The timing was good because we had been working on collaboration initiatives already, and using Intapp Workspaces for Microsoft Teams was going to allow us to step into the next level.””

““From a collaboration standpoint, we wanted to control matter-related data so that lawyers could share and work on documents for clients in one place,””

““I started looking for anything out there that would help me control the data and help to organize things well. I started looking at Intapp Workspaces, and it just looked more robust.””

““Intapp understands law firms better than most. Intapp works on developing solutions that are specifically helpful to law firms. They listen to us when we tell them how we need to use a tool. They are aware of the needs surrounding risk and address them with efficiency. Intapp genuinely cares about the lawyer experience.””

““Intapp Workspaces is a purpose-built solution made specifically for law firms, and it truly helped us meet multiple matter and collaboration needs,””

““The reason why we chose Intapp and [Intapp] Collaboration is that we felt strongly in their vision, their future vision, but also that they double down on being that primary Microsoft partner to us.””

““We focus on helping America’s farmers and the businesses that support them. Intapp helps us keep that focus by making the operational side run smoother, so we can concentrate on delivering value””

““Before, when I would review the status of draft bills at the end of each quarter, there would be a lot of WIP. That’s not the case now. We can see where draft bills are in the workflow so we can make targeted nudges. With paper, you don’t know what happens to the draft bill as soon as you distribute it. Now we have full transparency.””

““We can complete our monthly billing in a week,””

““That speaks volumes about how the software has helped us.””

““Our average quantity of draft bills has increased by 450 each month — and we haven’t added to our number of billers,””

““Our investigators can easily review and edit draft bills from their mobile phones or tablets, submit multiple draft bills at once, and respond quickly to client queries — whether they’re in the office or on the road,””

““We felt confident we would be able to provide our users with a seamless experience.””

““We watched an Intapp Billstream demo and decided it was the right product for us,””

““That’s something we really appreciate,” Clapson said. “If we want to start collecting extra detail, we can simply add a field in [Microsoft] SharePoint. That’s a huge selling point for Intapp. With our previous tool, if we wanted to so much as change a label on a field, we had to go back to the vendor, pay a fee, and wait for them to do it for us.””

““Now, anyone can look up the latest status of a matter and who’s handling it, and get a summary that we can relay to the client instantaneously. That might have taken a day or two previously.””

““This instant visibility is extremely beneficial — not just for eliminating duplicated work, but also for providing management information and feeding back to clients,” Clapson explained.”

““Like a lot of legal teams, we wanted to find better ways to work together and collaborate amongst colleagues.””

“Because we use Intapp Walls to enforce access rules across our networks and applications, I can confidently point Microsoft Copilot wherever we want, and Microsoft Copilot will pull only from matters that the user has permission to access.”

“Prior to DealCloud, our investments team relied on a cumbersome Excel database to track thousands of potential deals across the United States. With DealCloud’s cloud-based solution and mobile application, team members can conveniently access information any time and any place, which has meaningfully enhanced our communication and efficiency, particularly when out of the office.”

“Working with Intapp where we know that they are really driving to push AI out to help us do our jobs and deliver better client service is a real comfort to us.”