Real-World Case Studies and Customer Success Stories with Intapp CRM

Intapp DealCloud helped Ten Eleven manage data for over 2,300 companies in one database. Before, teams used spreadsheets and emails,... making it hard to track investment data. Now, teams quickly access accurate information. This improves pipeline management and market data tracking. Ten Eleven is a global venture capital firm focused on cybersecurity investments.
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Intapp DealCloud helped HCAP Partners manage 100% of its active deals in one place. Before DealCloud, HCAP Partners used a... generic CRM and spreadsheets. DealCloud improved deal tracking, targeted outreach, and data visualization. The firm now saves 10 hours per week and tracks over 2,000 companies. Three funds are managed in DealCloud, with 80-90% of teams using the platform.
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Intapp DealCloud helped Alterna Equity Partners increase qualified deal flow by 50%. The private equity firm needed a centralized system... to manage sourcing and relationship data. Their old workflows were not connected, making document sharing slow. DealCloud improved collaboration and analytics, helping the team organize deals and prioritize opportunities. The new system also set a strong base for future AI projects.
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Intapp DealCloud helped Alterna Equity Partners boost qualified deal flow by 50%. The firm unified deal, relationship, and document management... with DealCloud and Collaboration for DealCloud. AI-driven company matching reduced manual data entry and improved data accuracy. Alterna saw a 20% increase in priority deals and a 200% rise in relationship activity. The solution eliminated workflow friction and built a strong foundation for future AI initiatives.
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Intapp DealCloud helped Alpaca Real Estate standardize and automate its deal management. The firm unified 600+ deals and 4,000+ comps... in a searchable data lake. DealCloud's automation and AI features improved pipeline visibility and sped up decision-making. Alpaca Real Estate now tracks every deal in a seven-stage pipeline and communicates faster with investors. The platform eliminated manual data entry and preserved intelligence from all opportunities.
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Intapp DealCloud helped Hamilton Lane replace 28 separate systems with one platform. The firm eliminated 55,000 internal emails and improved... transparency across investment teams. DealCloud now serves as the central hub for business development, client data, and fundraising activity. Hamilton Lane saw immediate value and expanded DealCloud firm-wide. Teams now work together more efficiently and track relationships in real time.
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Intapp DealCloud helped The Riverside Company, a global investment firm, cut hours from monthly deal-metrics reporting. The platform automated deal-screening... memos and centralized data, reducing duplicate work. Integration with HR and marketing tools improved compliance and visibility. Single sign-on and automated workflows reduced risk and boosted operational efficiency. Riverside now completes reports in minutes, not hours, and manages compliance with less effort.
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Intapp DealCloud helped Ten Eleven, a global venture capital firm, manage data for over 2,300 companies in one database. Before, teams struggled... with scattered spreadsheets and lost time searching for information. DealCloud centralized all data, improved transparency, and made pipeline management faster. The Microsoft Outlook add-in boosted adoption by making email integration easy. Now, Ten Eleven tracks more companies, shares knowledge quickly, and strengthens investor relationships.
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Intapp DealCloud helped Atlantic Street Capital save 10 hours a week on reporting. The private equity firm moved from Excel... and a generic CRM to DealCloud for deal and relationship management. The platform improved business development, productivity tracking, and marketing. DealCloud enabled real-time insights, automated reporting, and better collaboration. The team created 147 dashboards and completed DealCloud University training.
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Intapp DealCloud helps FSN Capital manage their deal pipeline and relationships. FSN Capital is a private equity investment advisor with... offices in Oslo, Stockholm, Copenhagen, and Munich. They use DealCloud to improve their deal pipeline processes. The platform also supports their relationship and investor relations activities. This helps FSN Capital work more efficiently.
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Intapp DealCloud and Intapp Employee Compliance help University of Cambridge Investment Management Limited manage data and automate trade pre-clearance. The company centralizes... its data using these tools. This improves compliance and streamlines operations. The solution supports better data management for financial services.
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Intapp DealCloud helped Hamilton Lane manage relationship data better. The firm had three investment teams using different systems and spreadsheets.... This made it hard to track deals and relationships. With Intapp DealCloud, Hamilton Lane brought all data into one place. Teams now work together more easily. The firm improved how it manages relationships and data.
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Intapp DealCloud helps Raymond James Financial manage investment banking operations. The company needed a solution for complex deal and relationship... management. Intapp DealCloud provides enterprise-grade CRM and pipeline management. Raymond James uses it to support mergers, acquisitions, and capital markets activities. The platform streamlines workflows for financial services and investment banking teams.
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Intapp Conflicts and Intapp Intake helped Sandberg Phoenix triple its matter openings. Manual processes slowed the law firm during rapid... growth. The new system reduced errors and improved compliance. Automated workflows and connected data made intake faster and more accurate. Staff now focus more on client service and less on paperwork. The firm responds to clients faster and manages risk better.
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Intapp Intake helped Loeb & Loeb LLP cut new business onboarding from weeks to hours. The law firm automated its... intake process, removing manual steps and paper-based workflows. Now, every new client and matter follows the same rules, improving compliance and reducing risk. Lawyers can start work faster, and the conflicts team handles up to 800 requests a month, up from 200. Data accuracy and process consistency have improved across the firm.
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Intapp Billstream helps Mintz cut time spent editing bills by 35-40%. The law firm automated invoice approval and improved visibility... into billing. Mintz integrated Intapp Billstream with Elite 3E for smooth operations. The team now edits bills faster and with less manual work. Realization rates improved and billing specialists do more in fewer hours. Mintz saw quick adoption and strong results from the legal billing software.
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Intapp Billstream helped McCarter & English, LLP automate its legal billing process. The law firm replaced paper-based invoicing with digital... workflows. During the COVID-19 pandemic, they onboarded 130 users in two weeks. 90% of lawyers reviewed draft invoices within 5 days. The solution integrated with Microsoft SharePoint and Office 365, supporting remote work and data migration. The firm saw faster billing and fewer staff needed in the office.
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Intapp Conflicts helped PLMJ, a top law firm in Portugal, automate conflict checks and improve compliance for new client onboarding. Before, PLMJ used... manual, email-based processes that caused delays and errors. Now, 100% of conflict checks are tracked, and 98% of reviews are resolved by the compliance team without board intervention. Conflict resolution time dropped from weeks to 2.6 business days. The platform's automation, centralization, and clear responsibility tracking boosted risk management and operational scalability.
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Intapp Billstream helped S-E-A reduce work-in-progress backlogs. The company increased its average number of draft bills by 450 each month.... S-E-A achieved this without hiring more billers. The solution improved billing efficiency and productivity.
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Intapp Billstream helps Bevan Brittan, a top 100 UK law firm, automate its work-to-bill lifecycle. The firm now bills faster... and with more accuracy. This automation improves realization. Bevan Brittan uses Intapp Billstream to streamline billing processes.
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Intapp Terms helped Fredrikson & Byron digitize and centralize their management of client OCGs. The firm selected Intapp Terms to... improve how they handle outside counsel guidelines. This solution made it easier for them to manage compliance. The process is now more organized and efficient. Fredrikson & Byron can better track and follow client requirements.
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Intapp DealCloud gave Howes Percival a single platform for CRM, email marketing, and relationship intelligence. The firm wanted to improve... client service and needed all three tools. With DealCloud, they combined these features in one place. This helped them manage client relationships better. The solution made their work easier and more connected.
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Intapp Conflicts helped PLMJ improve risk management and compliance for new client onboarding. The firm used data-driven insights to make... conflict reviews faster. This led to quicker decision-making. PLMJ gained multiple benefits from the solution.
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Intapp Billstream helped Seyfarth Shaw automate legal billing workflows. The firm needed to speed up invoice generation for its global... teams. Intapp Billstream made it easier for staff and lawyers to create invoices quickly. The solution improved visibility and efficiency across Seyfarth Shaw's distributed offices. This led to faster billing and better workflow management.
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Intapp DealCloud helps Taylor Wessing build a data-driven culture. The law firm uses DealCloud to support revenue growth. The platform... improves collaboration and efficiency. Taylor Wessing relies on Intapp DealCloud to drive business results.
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Intapp Intake helped BDO Canada improve client and engagement acceptance efficiency by 38%. The firm replaced a legacy system with... Intapp Intake, reducing manual data entry and streamlining workflows. BDO Canada now processes over 5,000 acceptances per month with the same resources. The solution improved data management, compliance, and user experience. Partners and staff benefit from faster approvals and better insights.
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Intapp DealCloud helps Gerald Edelman improve daily work for their whole team. The firm is a top mid-tier UK business... advisory and professional services provider. They use Intapp DealCloud to manage deals and client relationships. The platform supports their accounting and consulting work. The team benefits from better organization and activity tracking.
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Intapp Intake helped BDO Canada improve its client and engagement acceptance processes. The firm used the platform to streamline workflows.... BDO Canada increased efficiencies by 38%. This case highlights benefits for accounting firms using client onboarding software. Intapp Intake supports process automation and compliance.
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Intapp DealCloud helped Haven Capital manage more deals and client communications as they launched a new ground lease platform. The real estate... finance group needed a better way to organize client information as deal flow increased. Spreadsheets were no longer effective. With Intapp DealCloud, Haven Capital improved relationship management and streamlined their processes. This solution supported their growth in real estate finance.
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Intapp DealCloud helped Haven Capital cut 95% of manual data entry for relationship management. The real estate finance firm now... saves 16 hours per month by managing deal flow and client relationships in one place. DealCloud's automated alerts, calendar syncing, and reporting features keep teams organized and improve outreach. Haven Capital tracks up to 30 active deals at once, boosting efficiency and accuracy. The platform supports smarter decisions and stronger client relationships.
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DealCloud helped Balfour Pacific, a private equity real estate firm, organize and centralize its data and contact management. Before using DealCloud,... the team struggled to track relationships and deal activity. The firm needed a better way to manage its real estate pipeline as it grew. DealCloud gave Balfour Pacific a 360-degree view into every deal and relationship. This improved how the team managed deals and contacts.
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Atlantic Street Capital used Intapp DealCloud to improve deal and relationship management. Before, they tracked deals and fundraising in Excel... and used a generic CRM that did not meet their needs. With DealCloud, they now save 10 hours a week on reporting. The platform helps them manage data better and supports their business growth.
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Intapp Conflicts helped BDO Australia automate their end-to-end conflicts clearance process. The professional services firm wanted to reduce risk exposure... and cut down on manual work. By using Intapp Conflicts, BDO Australia improved compliance and efficiency. The solution streamlined their workflow and made conflict checks faster and easier.
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Intapp Collaboration and Intapp Workspaces help Armstrong Watson support remote workers. The accounting firm uses these tools to improve Microsoft-based... collaboration and manage content. The solution makes it easier for teams to work together from different locations. Armstrong Watson benefits from streamlined workflows and better communication. The tools help the firm deliver services to clients more efficiently.
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