Intapp DealCloud Implementation
and Consulting
Implement a modern Client Relationship Management (CRM) solution to enhance client relations and accelerate business development.
Adopt a next-generation CRM to enhance marketing productivity, business development, and improve lawyer satisfaction:
- Improve target marketing outreach to increase team productivity, refine segmentation, and enhance engagement and reporting.
- Create a centralized experience management repository to support proposals, Requests for Proposal (RFPs), and client acquisition.
- Leverage internal relationship data and marketing intelligence to identify new business and cross-sale opportunities.
- Achieve a complete 360° view of client profiles and activity.
- Apply AI to automate workflows and surface actionable insights.
Comprehensive Consulting and Support for Intapp DealCloud Software Projects
Assessment
Review current CRM and business development processes to identify gaps and define improvements.
Solution Design and Adoption Planning
Create plans that align with firm goals, user needs, system requirements, and timeline.
Feature and Module Enablement
Configure priority features such as relationship and market intelligence, analytics, and reporting.
Change Management, Testing, and Training
Prepare users through communications and readiness activities to support consistent adoption.
Administrator Enablement and Managed Services
Provide training, configuration support, and ongoing managed services to ensure continued stability and growth.
Post-Deployment Enhancements
Extend platform capabilities with new modules, feature improvements, updated reporting, expanded integrations, and expanded user adoption support.