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Financial Services Case Studies and Customer Success Stories with Intapp Time

Hamilton Lane - Financial Services

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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University of Cambridge Investment Management Limited - Financial Services

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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FSN Capital - Financial Services

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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Accounting Case Studies and Customer Success Stories with Intapp Time

BDO Canada - Accounting

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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Gerald Edelman - Accounting

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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Real Estate Case Studies and Customer Success Stories with Intapp Time

Balfour Pacific - Real Estate

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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Other Industry Case Studies and Success Stories with Intapp Time

BDO Australia - Accounting

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 - Financial Services

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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Armstrong Watson - Accounting

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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Customer Success Stories of Intapp Time

 

Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence

Ostberg Sinclair & Co, a UK tax advisory firm, has adopted Intapp Collaboration to enhance document management and knowledge sharing using Microsoft 365. The solution centralizes... documents and communications, improving workflow efficiency and supporting strategic growth. Deployment was facilitated by Forge Software, ensuring rapid adoption. This implementation exemplifies Intapp's role in modernizing professional services.

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Infinedi Partners chooses Intapp , Inc ( INTA ) DealCloud

Infinedi Partners has selected Intapp's DealCloud platform to manage its deal pipeline and business development. The private equity firm aims... to leverage DealCloud's AI-driven tools to enhance operational efficiency and gain real-time insights, aligning with its growth strategy.

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Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation

Infinedi Partners, a private equity firm, has selected Intapp's DealCloud to enhance its pipeline and relationship management using AI. This adoption aligns... with Infinedi's strategy for agile technology integration, aiming to boost productivity and capacity. Intapp DealCloud will centralize data, automate processes, and provide actionable insights, enabling Infinedi to make informed, data-driven decisions and streamline operations.

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Trilegal employs Intapp Time to enhance timekeeping practices with AI-powered automation - Yahoo Finance

Trilegal, a major Indian law firm, has adopted Intapp Time to automate and improve its timekeeping processes using AI-driven technology. The deployment aims... to boost operational efficiency, accuracy, and lawyer productivity through cloud-native automation. This customer win highlights Intapps growing presence in the legal technology sector and its role in supporting digital transformation for law firms.

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Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Quiver Quantitative

Blank Rome, a leading law firm, has migrated its operations to Intapps cloud infrastructure, leveraging Intapps AI-powered solutions to enhance workflow automation, data security, and client service delivery. This transition underscores... Intapps role in providing advanced, cloud-based legal technology platforms for professional services firms.

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Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Nasdaq

Blank Rome, a law firm, is transitioning to Intapp Cloud Infrastructure, integrating multiple Intapp products such as Intapp Time, Intake, Conflicts, Terms, Walls, DealCloud, and Billstream. This move aims... to enhance operations with AI-driven solutions, improve compliance, and streamline business processes, showcasing Intapp's capability in providing comprehensive cloud-based solutions.

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Gadens selects Intapp to comply with AML regulations in Australia - StreetInsider

Gadens, a leading Australian law firm, has selected Intapps software to enhance compliance with anti-money laundering (AML) regulations. The deployment supports... regulatory adherence, risk management, and operational efficiency in legal services. Intapps technology enables automated client due diligence and ongoing monitoring, addressing evolving compliance requirements in Australias legal sector.

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Gadens selects Intapp to comply with AML regulations in Australia - TradingView

Gadens, a prominent Australian law firm, has chosen Intapp's compliance software to meet new anti-money laundering (AML) and counter-terrorism financing (CTF) regulations in Australia. Intapp will streamline... Gadens' business intake and conflict management, improving data integrity, reducing risk, and supporting regulatory compliance in the legal sector.

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Intapp Wins Major Australian Law Firm for AML Compliance Solutions ...

Intapp has been selected by Australian law firm Gadens to implement compliance solutions for anti-money laundering (AML) and counter-terrorism financing (CTF) regulations. This partnership will... modernize Gadens' business intake and conflict management processes, enhancing data integrity and reducing risk exposure. Intapp's comprehensive platform offers secure information collection, identity verification, continuous risk monitoring, and centralized record-keeping.

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Sills Cummis & Gross uses Intapp Billstream to bolster revenue management

Sills Cummis & Gross has adopted Intapp Billstream to enhance its revenue management processes. The law firm leverages Intapps legal... billing automation to streamline invoicing and improve financial operations.

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Colin Biggers & Paisley selected Intapp Time to modernize timekeeping and compliance practices

Colin Biggers & Paisley has selected Intapp Time to enhance its timekeeping and compliance processes, leveraging Intapps technology to modernize operational practices.

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Colin Biggers & Paisley Selected Intapp Time To Modernize Timekeeping And Compliance Practices

Colin Biggers & Paisley, a leading Australian law firm, has selected Intapp Time, a cloud-based timekeeping solution from Intapp, to modernize its timekeeping and compliance processes. The firm aims... to improve operational efficiency and accuracy using Intapp Times AI-powered time capture and configurable templates.

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Intapp client insights: How Howes Percival successfully implemented Intapp DealCloud

Howes Percival successfully implemented Intapp DealCloud for enhanced relationship management, business development, and other functions.

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Intapp client insights: How Howes Percival uses Microsoft 365 and Intapp DealCloud integration to enhance client service

Howes Percival uses Intapp's DealCloud platform to enhance client service, focusing on relationship management, business development, and other key areas.

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New Forests adopts Intapp DealCloud to bolster capital raising

New Forests has adopted Intapp DealCloud to enhance its capital raising efforts, utilizing Intapp's platform for relationship management, business development, and investor relations.

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