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

Seyfarth Shaw used Intapp Billstream to automate its legal billing workflows. The firm rolled out the software in just 45... days. Intapp Billstream increased visibility for billing teams and reduced double data entry. The solution cut billing errors and reduced revenue leakage by 20%. Lawyers now have more confidence in invoice edits and faster billing cycles.
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Taylor Wessing used Intapp DealCloud to drive revenue growth and improve collaboration. The firm replaced its old CRM to better... track client data and automate workflows. DealCloud helped create 147 dashboards and increased team efficiency. All business development activities are now tracked in DealCloud. The firm saw higher quality and consistency in its business development work.
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Intapp Billstream helped S-E-A cut work-in-progress backlogs to record lows. The firm increased its average number of draft bills by... 450 each month without hiring more billers. Mobile access let investigators review and edit bills on the go, reducing errors and delays. S-E-A completed monthly billing in a week and gained full transparency into billing workflows. Staff adopted the new system quickly, improving collaboration and efficiency.
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PLMJ used Intapp Conflicts to automate conflict checks and risk management. Before, their process was manual and slow, taking weeks... to resolve conflicts. Now, 100% of conflict checks are tracked and 98% of reviews are resolved by the compliance team without board intervention. Conflict resolution time dropped to 2.6 business days. The firm can handle more cases, reduce errors, and improve compliance. Automation and centralization help PLMJ protect clients and scale operations.
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Intapp DealCloud helped Howes Percival, a leading UK law firm, improve client service and communications. The firm needed a CRM... that was easy to use, integrated with Microsoft 365, and supported legal workflows. DealCloud provided client relationship management, email marketing, and relationship intelligence in one platform. Lawyers can now access relationship data directly in Outlook and manage event campaigns more efficiently. The solution enabled proactive client engagement and streamlined marketing activities.
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Fredrikson & Byron used Intapp Terms to digitize and centralize management of outside counsel guidelines (OCGs). The firm replaced manual,... paper-based processes with a digital system, speeding up OCG review and distribution. Staff now use AI-powered features to quickly answer questions about client terms in Microsoft Teams. Integration with Intapp Time helps ensure billing compliance and reduces disputes. Fredrikson also influenced product features as an early adopter.
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Intapp Billstream helped Bevan Brittan automate its work-to-bill lifecycle. The law firm reduced manual billing steps and cut errors from... re-keying data. Professionals now review and edit bills faster, working together in real time. Billing cycles are shorter, so bills go out quicker. The firm improved realization and reduced work in progress at month-end.
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Intapp Intake helped Loeb & Loeb LLP automate its new business onboarding. The law firm replaced a slow, paper-based process... that took weeks with an automated workflow. Now, onboarding new clients and matters takes just a few hours. The new system enforces consistent policies and reduces risk. Lawyers can start work faster, and the firm processes up to 800 requests a month, up from 200.
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Intapp Billstream helped Mintz, an Am Law 100 law firm, cut bill editing time by 35% to 40%. The firm automated... its approval process for write-offs and improved realization. Mintz replaced manual, paper-based invoice processing with a digital, integrated solution. The team gained real-time visibility into invoice status and bottlenecks. Adoption was fast and easy, even during the COVID-19 pandemic.
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Sandberg Phoenix used Intapp Conflicts and Intapp Intake to improve its legal intake process. The firm now opens three times... more matters than before. Errors have dropped, and staff can focus more on client service. Automated workflows and connected data help manage risk and compliance. Faster conflict checks let the firm respond to clients quickly. The new system supports the firm's growth and productivity goals.
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Intapp Billstream helped McCarter & English, LLP automate its legal billing process. The firm replaced paper-based invoicing used for over... 30 years. During the COVID-19 pandemic, they quickly onboarded 130 users to support remote work. Lawyers returned 90% of draft invoices within 5 days, speeding up billing cycles. Only two staff needed to be in the office to manage invoices. The switch made billing faster and more efficient for the law firm.
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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 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 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 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 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 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 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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UCIM used Intapp DealCloud to centralise over 40,000 documents and 5,500 interactions. The platform automated report generation, saving team members... 4–5 hours per report. UCIM also adopted Intapp Employee Compliance to automate trade pre-clearance and compliance record keeping. This reduced risk and improved the speed of approvals. Staff now access a single source of truth for data and compliance, boosting efficiency and transparency.
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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 enabled better collaboration, streamlined workflows, and improved data tracking. Atlantic Street Capital now uses DealCloud for business development, productivity tracking, marketing, and custom reporting. The team created 147 dashboards and completed platform training, boosting efficiency and reducing risk.
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Intapp DealCloud helped The Riverside Company, a global investment firm, fix slow and inefficient deal-screening and reporting. The platform automated... memo creation, saving hours each month. Riverside used DealCloud to centralize data, improve compliance, and connect HR and finance workflows. The system made it easy to track key contacts and manage approvals. Collaboration and decision-making improved across offices. Staff now access information quickly and work together better.
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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 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 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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HCAP Partners used DealCloud to manage all active deals and relationships. Before DealCloud, they relied on spreadsheets and a generic... CRM. DealCloud helped them track deals, organize data, and target outreach more effectively. The platform saved them 10 hours per week and enabled 100% of active deals to be managed in one place. Over 2,000 companies and three funds are now tracked in DealCloud.
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Ten Eleven, a global venture capital firm focused on cybersecurity, used Intapp DealCloud to centralize its data. Before, teams struggled... with scattered spreadsheets and lost time searching for information. DealCloud let them track over 2,300 companies in one place and organize data into 65 subsectors. The Microsoft Outlook add-in made adoption easy and improved data accuracy. Now, Ten Eleven can quickly access, share, and analyze market and investor data, making better investment decisions and improving fundraising.
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Intapp DealCloud helped Alterna Equity Partners boost qualified deal flow by 50%. The firm unified deal, relationship, and document management... using DealCloud and Collaboration for DealCloud. AI-driven company matching reduced manual data entry and improved data accuracy. The integration with Microsoft SharePoint eliminated document fragmentation and manual uploads. Alterna saw a 20% increase in priority deals and a 200% rise in relationship activity.
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Raymond James used DealCloud to replace a generic CRM that did not fit their investment banking needs. The DealCloud team... migrated ten years of data and configured dashboards, reports, and workflows for the bank. Over 700 users now access a single source of truth for deals, relationships, and pipeline management. The platform automates workflows, tracks productivity, and supports recruiting and marketing. Senior leadership values the system for managing pipeline and projections across six departments.
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Hamilton Lane used Intapp DealCloud to replace 28 separate systems and processes. The firm eliminated 55,000 internal emails by consolidating... data and workflows. DealCloud gave all teams a single platform for deal and relationship management. This improved transparency and efficiency across investment, business development, and product teams. Hamilton Lane now tracks business development, client data, and fundraising in one place.
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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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Gerald Edelman used DealCloud to centralize all deal and relationship data. Before, they relied on a generic database and scattered... spreadsheets. DealCloud enabled faster onboarding, with the team live in four to six weeks. The platform improved deal tracking, pipeline management, and reporting. All team members now use DealCloud daily, managing 16 client projects in the first three months. The team created over 90 dashboards and saved up to five hours per week per member.
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Intapp Conflicts helped BDO Australia automate its conflicts clearance process. Before, staff managed conflicts manually, which was slow and risky.... With Intapp Conflicts, BDO unified data from all offices into one searchable system. This reduced risk, improved compliance, and cut down on manual work. Partners now have peace of mind with built-in safeguards and faster, more accurate conflict checks.
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Intapp Collaboration helped Armstrong Watson, a top UK accounting firm, improve remote work and client collaboration. The firm faced challenges... with an old document management system and rising demand for Microsoft Teams during the pandemic. Intapp Collaboration enabled seamless access to client records and documents from anywhere, supporting both online and offline work. Staff quickly adopted the new system, leading to more efficient workflows and new business opportunities. Integration with Microsoft 365 and SharePoint made content management easier and reduced costs.
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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 Intake helped BDO Canada improve client and engagement acceptance. The firm replaced an old system that slowed onboarding and... required manual data entry. With Intapp Intake, BDO Canada now processes over 5,000 acceptances per month. This is a 38% increase in efficiency using the same resources. The new system also improved data accuracy and compliance tracking.
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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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Alpaca Real Estate used Intapp DealCloud to unify deal and property data. Manual processes slowed decisions, so they automated data... capture and built a robust data lake. They standardized evaluation for over 600 deals and captured 4,000+ comparable transactions. DealCloud improved pipeline visibility, letting them screen 625 deals and issue seven term sheets in two years. Automation reduced manual work and sped up investor communications.
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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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Intapp DealCloud helped Haven Capital manage up to 30 active deals at once. The platform replaced spreadsheets, saving the team... 16 hours per month. Haven Capital eliminated 95% of manual data entry for relationship management. DealCloud's reporting and automation improved client outreach and deal tracking. The team now makes faster, data-driven decisions using centralized information.
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Balfour Pacific used Intapp DealCloud to centralize deal and relationship data. Before DealCloud, they lacked a dedicated system for tracking... contacts and deals. The new platform helped them organize communications, manage investor relations, and track deals from start to close. The team now saves significant time each week managing data. They use dashboards for quick snapshots and analyses of key metrics.
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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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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 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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