Real-World Case Studies and Customer Success Stories with Integration Appliance Inc

Zelle LLP used Intapp Conflicts and Intapp Intake on the Intapp Secure Cloud to replace its outdated LegalKEY software. The law firm... improved its business acceptance process and automated conflict checks, removing a major bottleneck. Cloud migration reduced IT overhead, increased security, and ensured always-on access for lawyers. The new system balanced workloads across offices and let IT focus on other projects. Zelle’s team praised the seamless transition and reliability of Intapp’s cloud platform.
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Osborne Clarke used Intapp Time to help lawyers record billable hours on the move. The firm ran a one-month pilot... with 21 users across three offices. Over 70% of users said time capture helped them find billable time they would have missed. Each pilot user captured an extra 1.5 hours per week. The Total Time Recording initiative improved accuracy and gave better insight into costs and efficiency.
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Nelson Mullins uses Intapp Walls to control access permissions across its networks and applications. The firm relies on Intapp Walls... to ensure Microsoft Copilot only accesses data users are allowed to see. This prevents Copilot from surfacing confidential information by mistake. Intapp Walls enforces security rules even if other systems, like Microsoft SharePoint, have incorrect permissions. Nelson Mullins plans to expand Copilot’s data access, confident that Intapp Walls will keep sensitive information protected.
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Manatt, Phelps & Phillips LLP used Intapp Workspaces to connect Microsoft Teams with their existing systems. The firm wanted better... collaboration, stronger data governance, and secure document storage. Intapp Workspaces made it easy for lawyers and consultants to work together and manage projects. The IT group now tracks all project work in Microsoft Teams. Health care consultants and legal teams save time and improve client service. Data stays secure with integrations to Aderant and iManage.
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Intapp Intake and Conflicts helped Clarion, a law firm in Leeds, automate conflict clearance and client onboarding. Before, Clarion used... manual processes that were slow and prone to errors. With Intapp, the firm now uses AI to detect conflicts early and logs every check for better oversight. Integration with external data sources, like sanctions lists, improved risk assessment. Clarion can now scale its compliance and onboarding as its client base grows.
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Intapp Time helped Johnson Winter & Slattery speed up their billing cycle by 75%. The law firm deployed Intapp Time... to over 250 lawyers and staff across five offices. Lawyers now spend less time on administrative tasks and more time serving clients. The mobile app lets lawyers enter time on the go. Integration with Aderant Expert and Intapp Integrate improved data accuracy and business operations. The finance team now gets faster, more accurate records for better pricing and billing.
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Nelson Mullins Riley & Scarborough, an Am Law 100 law firm, used Intapp Workspaces to improve matter management and client collaboration. The firm needed... legal-specific tools to control data sprawl and integrate with its document management system in Microsoft Teams. Intapp Workspaces enabled real-time co-authoring, secure client collaboration, and better knowledge sharing. Lawyers and clients now work more efficiently, with fewer version control issues and improved communication. The solution enhanced both internal workflows and client service.
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Intapp Workspaces helped Bryan Cave Leighton Paisner improve matter-centric collaboration. The law firm needed secure, real-time teamwork for lawyers and... compliance with strict regulations. Intapp Workspaces integrated with Microsoft Teams and iManage, giving lawyers a central place to share documents and knowledge. Now, all matter-related files are easy to access, and teams follow firm guidance for managing client documents. Security and compliance are maintained, and remote work is fully supported.
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Intapp Workspaces helped Dykema, a large law firm, integrate Microsoft Teams with NetDocuments for secure document management. The firm needed... better collaboration and data governance across multiple offices. Intapp Workspaces enabled seamless document versioning, secure data retention, and improved collaboration for lawyers and clients. Dykema saw faster access to organized data and enhanced professional development for associates. The solution met strict legal industry security and compliance needs.
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ClientEarth used Intapp Collaboration to replace manual spreadsheets and email-based approvals. The nonprofit automated case management and improved document security.... Knowledge capture and reporting became easier, helping teams revisit dormant cases and secure funding. The rollout included 160 licenses and fast onboarding. Teams now share documents and track cases more efficiently across the organization.
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Gilbert + Tobin, a top Australian law firm, needed better mobile time recording and system integration. They chose Intapp Time... to help lawyers log billable hours easily on any device. Intapp Integrate connected their document, phone, and email systems for passive time capture. The finance team now spends less time on data entry and more on high-value work. IT staff use the low-code platform to solve problems faster, boosting productivity across the firm.
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Gould & Ratner used DealCloud to replace a basic CRM that made accessing client data slow and hard. The firm needed... a single source of truth for marketing and business development data. DealCloud gave them fast access to client information and strong reporting tools. Now, they can analyze data to find new business and track performance. The CRM helps the whole firm work together and support growth.
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Cassels Brock & Blackwell used Intapp to transform its matter lifecycle. The law firm improved operations by integrating AI across... applications. CIO Venky Srinivasan highlights the firm's commitment to smarter, more connected workflows. Intapp supports ongoing modernization for the firm. The firm continues to invest in Intapp for future growth.
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Intapp Collaboration helped Brachers, a UK law firm, improve matter management. The firm replaced legacy systems with a cloud-first approach,... using Microsoft 365 and Intapp for document management. Lawyers now access client documents securely through SharePoint and a single dashboard. Integration across systems gives staff a clear view of all client matters. The solution increased agility and made remote work easier for lawyers.
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Baker Botts used Intapp Intake and Intapp Conflicts to move key workflows to the cloud. The firm needed faster, more... agile processes and stronger security for clients in regulated sectors. Intapp's cloud-based solutions replaced on-premises systems, cutting maintenance costs and enabling seamless updates. Lawyers gained mobile access to critical data, improving responsiveness. The IT team reduced infrastructure burdens and focused on strategic projects. The firm now benefits from better budgeting, compliance, and a competitive edge.
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Lawfront partnered with Intapp to support growth and innovation across its regional law firms. The company invested in technology and... collaboration to help its firms achieve their goals. Intapp worked closely with Lawfront, delivering solutions together rather than just providing products. Lawfront values the partnership for driving results and supporting its vision for a national legal business.
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Bird & Bird uses AI to support business development and sales. The firm has over 1,600 lawyers in 34 offices... worldwide. Their Chief Business Development & Client Officer calls AI a game changer. They use AI to drive more business value and empower their teams. The focus is on embracing innovation to turn uncertainty into opportunity.
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Intapp helped Ashurst Perkins Coie, a global law firm, improve support for its digital practice. The firm has over 3,500... client-facing practitioners in 52 offices. Tony Thomson says Intapp acts as an extension of their team. The partnership is unique and supports their long-term strategy. Ashurst Perkins Coie values Intapp as a trusted partner, not just a vendor.
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Holland & Hart upgraded to Intapp Time to solve issues with their old time entry tool, which was unstable and hard to use. The firm needed... strong security, compliance, and custom data sync features. Epiq Law Firm Advisory helped implement Intapp Time, ensuring smooth integration with existing finance systems and meeting strict access control needs. Staff found the new system much easier and more reliable, with no lost time or glitches. User feedback was very positive, and the rollout required little training.
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Fredrikson & Byron used Intapp to automate client intake and manage compliance. The law firm connected its operations across offices... in the U.S. and internationally. Intapp's cloud platform helped the firm process new clients faster with fewer resources. The CIO highlighted the value of leveraging data across products for a more connected firm. The firm continues to invest in Intapp for scalable operations.
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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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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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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 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 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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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 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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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 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 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 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 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 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 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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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 created 147 dashboards and completed team training. The firm now uses DealCloud for business development, marketing, and custom reporting.
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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 reporting. The team created 147 dashboards and completed platform training, boosting efficiency and reducing risk.
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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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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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Stephens Inc. migrated over 10 years of data into DealCloud in just 5 months. The firm replaced a basic CRM... with DealCloud to improve pipeline and relationship management for investment banking. Over 270 bankers now use the platform, gaining real-time access to deal data and custom dashboards. DealCloud helps Stephens track every relationship, manage deals, and create detailed reports. The platform increased user adoption and gave management real-time visibility into global operations.
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Solomon Partners uses Intapp DealCloud to bring all their data, processes, and teams together on one AI-powered platform. This helps them... streamline workflows and improve collaboration. CTO David Buza says Intapp is key to their data strategy. The firm now supports teams and clients more effectively. AI capabilities have removed limits on what they can achieve.
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Intapp Conflicts helped Ducera Partners automate conflicts checks. Before, staff did these checks by hand, which took time and led... to mistakes. With Intapp Conflicts, Ducera uses AI to spot conflicts fast and cut human error. The tool fits with their current systems, making it easy for teams to use. Now, staff spend less time on manual work and more on important tasks. This change improved efficiency and set a new standard for accuracy in their field.
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NGP Energy Capital Management used Intapp DealCloud to replace manual reporting and siloed data. The firm consolidated over 100 reports... into just five, saving hours each week. DealCloud enabled NGP to track all relationship data in one place, improving transparency and reducing duplicate work. Investor relations and marketing processes became faster and more accurate. The team automated manual tasks and now receives over 50 notifications weekly, with 200+ dashboards created for better insights.
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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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DealCloud helped Hyde Park Capital save up to 10 hours a week on deal flow and reporting. The firm replaced... a generic CRM with DealCloud to improve efficiency and gain better visibility. Contact and activity capture reduced manual entry and increased data accuracy. Relationship intelligence features let Hyde Park track and strengthen key connections. Over 85% of staff use DealCloud weekly, and most manual data entry is now eliminated.
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FPE Capital used Intapp DealCloud to improve relationship and deal management. The firm moved from a legacy CRM and spreadsheets... to a centralized platform. DealCloud enabled the team to share knowledge, track activities, and manage data more efficiently. FPE Capital tripled the number of companies it could track. The team created 130+ dashboards and now logs in 10-20 times daily per user.
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DealCloud helped FMI Capital Advisors track over 50 live deals and log 800+ contact interactions. The firm replaced a generic... CRM with DealCloud to improve deal tracking, relationship management, and reporting. Junior bankers now save eight hours per week on bidder list prep. FMI customized more than 40 dashboards for analysts and MDs. The platform's staffing dashboard and onboarding tools made the team more connected and efficient.
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Cassel Salpeter & Co. used Intapp DealCloud to replace legacy CRM systems that were hard to maintain. The firm needed... a solution built for financial services and dealmaking. DealCloud provided a single source of truth for all client and project data. The platform improved workflow management, onboarding, and reporting. Weekly status reports now take just 15 minutes instead of hours. Every team member uses DealCloud for relationship management and marketing campaigns.
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ShoreView Industries used DealCloud to manage over 150 active deals each month. Before DealCloud, they relied on Outlook and a... generic CRM, which limited their efficiency. With DealCloud, they track deal flow, manage sourcing, and use mobile tools for on-the-go updates. Automated weekly reports and dashboards help them monitor pipelines and make faster decisions. The platform improved communication and saved time for the whole team.
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DealCloud helped PAI Partners, a private equity firm in Paris, move from a basic web portal and Outlook to a single system for deal and relationship management. The new platform... let them create over 270 dashboards and automate reporting, saving up to 100 hours per week. All investment professionals now use DealCloud, which improved efficiency, transparency, and collaboration. PAI Partners can now track deals, manage relationships, and allocate resources in one secure place.
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Evolem used DealCloud to manage over 1,000 deals and philanthropy projects. Before DealCloud, Evolem relied on spreadsheets, which limited data... sharing and efficiency. DealCloud provided a centralized platform for pipeline, contact, and deal tracking. Two-thirds of employees now use DealCloud daily, and 150+ dashboards were created. The platform improved communication and saved time across teams.
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DealCloud helped Denning & Company cut manual daily work by 50%. The firm switched from a generic CRM to DealCloud... for better data management and reporting. DealCloud enabled custom pipeline reports, integrated email marketing, and third-party data from PitchBook. 80% of the team now uses DealCloud daily. Denning & Company manages $14B for 31 funds on the platform.
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Boyne Capital used DealCloud to replace a generic CRM that limited their deal tracking and reporting. With DealCloud, they improved... transparency and efficiency across their private equity operations. The team now creates custom dashboards and reports, consolidating data into a single source. Preparation time for periodic reports decreased. Boyne Capital can better manage relationships and allocate resources using real-time data.
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Axiom Asia used DealCloud to replace spreadsheets and a generic CRM. The firm unified pipeline, fundraising, reporting, and marketing activities... on one platform. DealCloud enabled real-time dashboards, streamlined investor tracking, and automated event registration. Over 90% of the firm adopted the new system. Axiom Asia increased operational efficiency and improved deal management.
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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 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 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 Properties helped Postal Realty Trust move from spreadsheets to a centralized platform. The real estate firm needed a way... to track data and automate processes for its 1,400-property portfolio. Intapp Properties offered custom workflows, CRM integration, and a bespoke Excel function for underwriting and term sheets. This solution reduced manual work and improved data flow. Postal Realty Trust now manages deals and diligence in one system, boosting efficiency and accuracy.
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Lincoln Property Company used Intapp Properties to manage over 500 real estate deals each year. Before, teams tracked deals in... spreadsheets and emails, making collaboration hard. With Intapp Properties, all deal data is now in one place. Teams can assign tasks, track progress, and analyze deal flow. Lincoln saw a 100% boost in pipeline management efficiency and cut internal meeting time by half. The platform helped add over $25 billion in deal volume.
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Kayne Anderson Real Estate replaced Salesforce with Intapp DealCloud to improve productivity and streamline deal execution. The firm needed a... central hub for data, better reporting, and easier tracking of complex relationships. DealCloud enabled faster information request fulfillment, increased transparency, and higher user adoption. 60% of users now log in weekly, and 147 dashboards were created. The solution reduced time spent on data entry and reporting for the team.
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Sterling Organization used Intapp DealCloud to replace a slow, single-user Excel pipeline. The team migrated thousands of deals and created... over 130 dashboards. DealCloud’s cloud platform and mobile app improved access, collaboration, and reporting. Sterling saved up to five hours per week on reporting. Communication and efficiency increased for their real estate investment team.
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Hudson Valley Property Group struggled with siloed data and inefficient workflows as teams used separate apps and spreadsheets. They needed a... customizable solution to manage complex real estate deals with unique compliance needs. The firm chose Intapp Properties for its deep customization and unified data management. Now, teams can design their own workspaces and access a single source of truth. This improved collaboration, data consistency, and operational speed across the company.
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Intapp Properties helped Cambio Communities centralize deal management and communications. The platform's email tagging feature saved time by linking correspondence... to deals automatically. Cambio built a proprietary comparables database, improving investment decisions. Teams gained full visibility across the deal lifecycle. The company eliminated manual processes and now operates faster and more efficiently.
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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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Pinion used Intapp Collaboration to modernize its operations. The firm centralized client data and documents, reducing time spent searching for... information. Teams now access accurate data quickly, improving client decisions. Security controls protect sensitive information while enabling collaboration. Pinion avoided hiring extra IT staff for SharePoint, focusing on higher-value work instead.
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Kreston Reeves used Intapp Collaboration to replace a slow, legacy document system. The new SharePoint-based platform made all client information... easy to find and share. Staff can now access documents and emails from Outlook, SharePoint, and mobile devices. Automated workflows and advanced search save time and improve compliance. The firm is now ready for AI-powered tools and better client service.
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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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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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Intapp has launched its AI coworker, Celeste, aimed at enhancing law firm performance. Celeste focuses on core workflows, such as... client matter lifecycle management and conflict intake processes. Baker Hostetler and Hg are early adopters, using Celeste to streamline operations and improve efficiency. The solution is designed to convert individual productivity into firm-wide growth.
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Wotton Kearney, a leading insurance and risk law firm in Asia Pacific, has selected Intapp's DealCloud with Celeste to enhance relationship intelligence and support AI-driven growth. This strategic move... aims to unify client insights and streamline business development processes, marking a significant milestone for Intapp in the region. The implementation will be supported by Epiq, Intapp's legal technology partner.
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Wotton Kearney has selected Intapp's DealCloud platform, integrated with Celeste, to enhance their relationship intelligence capabilities. This adoption aims to... streamline client relationship management and improve operational efficiency within the legal services sector.
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Intapp has partnered with Wotton Kearney to implement the Intapp DealCloud platform, enhancing the firm's relationship intelligence capabilities. This collaboration aims... to provide AI-driven insights for legal professionals, streamlining operations and improving decision-making.
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Wotton Kearney has selected Intapp's DealCloud with Celeste to enhance its relationship intelligence and drive AI-driven growth. The platform will... unify client management, providing insights and capabilities for business development and marketing teams. Epiq, Intapp's implementation partner, will assist in deploying the solution tailored to Wotton Kearney's workflows.
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Arkwright Consulting has selected Intapp's DealCloud as its deal and relationship management solution. This adoption will centralize Arkwright's contact and... relationship data, improve project pipeline management, and enhance reporting across its partner group. The deployment, supported by Frend Digital, aims to replace ad hoc processes with a scalable platform tailored for consulting firms.
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Ropes & Gray LLP, a leading global law firm, has selected Intapp's DealCloud and Celeste to enhance firmwide growth and relationship management through agentic AI. This deployment aims... to equip lawyers with tools for improved client service and strategic growth, leveraging AI to connect intelligence across compliance and profitability workflows.
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Ensis Partners, a New York-based investment bank, has selected Intapp's DealCloud platform with Celeste to enhance its deal and relationship management capabilities. The platform will... support Ensis in managing its restructuring business, leveraging AI for relationship intelligence and deal pipeline visibility. Intapp's partner, Monarch, will assist in the deployment to ensure long-term success.
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Ensis Partners, a New York-based restructuring investment bank, has adopted Intapp DealCloud to manage deals and relationships, with Monarch handling the implementation. This move highlights... the firm's focus on clean data management and AI-powered insights to gain a competitive edge in the niche restructuring advisory sector.
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Ensis Partners, a New York-based investment bank, has selected Intapp DealCloud with Celeste to enhance its deal and relationship management infrastructure. The platform will... support Ensis in managing its restructuring business, providing visibility into relationships, deal pipelines, and associated dynamics. Monarch, an Intapp partner, will assist in the deployment to ensure successful implementation.
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Ropes & Gray LLP, a leading global law firm, has selected Intapp's DealCloud and Celeste to enhance firmwide growth and relationship management. DealCloud will serve... as a unified platform for capturing institutional knowledge, while Celeste will utilize agentic AI to empower lawyers with actionable insights. This deployment aims to strengthen client relationships and drive strategic growth across the firm.
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Ropes & Gray LLP, a leading global law firm, has adopted Intapp's DealCloud and Celeste to enhance firmwide growth and relationship management. DealCloud provides a... unified data foundation, while Celeste offers agentic AI capabilities, enabling lawyers to access and utilize relationship intelligence seamlessly. This strategic move aims to strengthen client relationships and drive sustainable growth.
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Republic Partners, a Chicago-based investment bank, has adopted Intapp DealCloud to enhance deal management and client relationships. This move replaces... their previous reliance on spreadsheets and email, aiming to improve efficiency and support enterprise growth. The deployment is facilitated by Intapp partner Monarch, highlighting a trend towards digital transformation in investment banking.
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Republic Partners, a Chicago-based investment bank, has adopted Intapp's DealCloud platform to centralize deal origination and management. This move aims... to enhance enterprise growth by providing a unified ecosystem for client relationships and real-time intelligence. The deployment, supported by Intapp's partner Monarch, will streamline Republic Partners' operations and improve efficiency in the transportation, logistics, and supply chain sectors.
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Republic Partners has adopted Intapp DealCloud to enhance M&A management, centralizing deal origination and execution to boost efficiency and growth in the transportation and logistics sectors. Previously reliant on... spreadsheets, the firm now benefits from comprehensive data visibility and improved client relationship management. The deployment, facilitated by Intapp partner Monarch, aims to streamline processes and enhance Republic Partners' competitive edge in the middle-market investment banking sector.
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Buchanan Ingersoll & Rooney, an Am Law 200 firm, has migrated Intapp Time to the cloud and adopted Intapp Terms to enhance timekeeping and compliance. This move highlights... the demand for AI-enabled billing tools in large professional services firms and aligns with Intapp's strategy to deepen product usage and improve recurring revenue through its AI and cloud offerings.
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Buchanan Ingersoll & Rooney, an Am Law 200 firm, will adopt Intapp's cloud-based solutions, Intapp Time and Intapp Terms, to enhance timekeeping and compliance with client guidelines. These AI-powered tools... aim to streamline billing, reduce administrative burdens, and improve client satisfaction by ensuring accurate and compliant time entry.
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Buchanan Ingersoll & Rooney, an Am Law 200 firm, is adopting Intapp's AI-powered solutions, Intapp Time and Intapp Terms, to modernize its timekeeping practices. This move aims... to enhance compliance, reduce manual data entry, and improve client satisfaction by providing efficient, compliant time entry and billing processes.
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Buchanan Ingersoll & Rooney has chosen Intapp's AI-powered software solutions, Intapp Time and Intapp Terms, to modernize its timekeeping practices and ensure compliance with client guidelines. This move to... the cloud aims to enhance efficiency, reduce manual data entry, and improve client satisfaction by streamlining billing processes and minimizing write-offs.
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Intapp secures a deal with Buchanan to provide cloud-based timekeeping solutions, enhancing Buchanan's operational efficiency.

Buchanan Ingersoll & Rooney, an Am Law 200 firm, will use Intapp's AI-powered solutions, Intapp Time and Intapp Terms, to modernize and ensure compliance in their timekeeping practices. This adoption aims... to enhance client satisfaction by reducing administrative burdens and improving billing accuracy, ultimately driving revenue growth.
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Omnes Capital, a European private equity firm, has selected Intapp's DealCloud platform to enhance its marketing and investor relations management. This adoption aims... to standardize data and processes across Omnes' teams, leveraging AI and automation for improved data-driven decision-making and operational efficiency.
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Paine Schwartz Partners, a private equity firm, has selected Intapp's DealCloud to enhance its business development and capital markets operations. The firm will... leverage DealCloud's AI-driven relationship intelligence and Microsoft SharePoint integration to streamline data management and improve deal sourcing. Intapp Assist will further enhance operational efficiency with generative AI capabilities, while LEDA Group will support the deployment.
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BKL, a UK-based accounting firm, has selected Intapp Collaboration to enhance its knowledge management across Microsoft 365 applications. This adoption aligns... with BKL's digital transformation goals, aiming to improve document management and communication to support strategic growth. Intapp Collaboration will integrate with existing Microsoft tools, offering a centralized hub for documents and communications, thereby boosting productivity and client service delivery.
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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 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, 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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