Intapp B2B Case Studies & Customer Successes

Intapp is The Industry Cloud for Professional and Financial Services. Headquartered in Silicon Valley, they serve over 1,300 customers worldwide — 96 of the Global 100 law firms, 5 of the top 8 global accounting firms, and more than 600 capital markets and financial advisory firms — they’ve cultivated a record of customer success and collaborative partner relationships. They have over 500 professionals across the globe — from their Silicon Valley headquarters in Palo Alto to Charlotte, Chicago, London, Jersey City, New York, Manchester, Minsk and Sydney. They help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. They offer intelligent solutions – purpose-built for partner-led firms – spanning the entire client lifecycle, from strategy through origination and execution.

South African Law Firm Adams & Adams Improves Firmwide Agility with Intapp Collaboration & Content

Adams & Adams

Colin Short

Chief Information Officer

Allen Matkins boosts event attendance and attendee quality with Intapp Relationships

Allen Matkins

Helen Rizzo

Marketing Technology Administrator

Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records

Armstrong Watson

Toby Woodhead

Solution Architect

Arnold Bloch Leibler achieves a smooth PMS migration with Intapp Time, Integrate and Flow

Arnold Bloch Leibler

David Leong

Chief Information Officer

Atlantic Street Capital streamlines deal and relationship management with Intapp DealCloud

Atlantic Street Capital

Grant Marcks

Head of Business Development

Axiom Asia - Customer Case Study

Axiom Asia

Debbi Sutuntivorakoon

Partner

Baker Botts achieves faster, more secure cloud workflows with Intapp Intake and Intapp Conflicts

Baker Botts

Karen Lockhart

Associate Director of Enterprise Business Systems

Balfour Pacific manages its real estate pipeline and relationships more effectively leveraging DealCloud’s Technology

Balfour Pacific Capital

Paola Yawney

Director of Business Development,\

Ballard Spahr modernizes intake and conflicts management with Intapp

Ballard Spahr

Lisa Mayo

Director of Data Management

BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts

BDO Australia

Willem Olivier

National Director, Risks and Ethics

Bevan Brittan accelerates its work-to-bill lifecycle with Intapp Billstream, a legal billing software

Bevan Brittan

Nick Hodgson

Finance Director

Boyne Capital - Customer Case Study

Boyne Capital

Derek Wardlaw

Vice President Business Development

Brachers Law Firm Chooses Intapp Collaboration & Content for Efficient, Integrated Matter Management

Brachers

Tom Hall

Chief Information Officer

Cassel Salpeter & Co. streamlines workflows and reporting with Intapp DealCloud

Cassel Salpeter & Co

ScottSal peter

President and Co -founder

ClientEarth enhances knowledge management and reporting with Intapp Collaboration

ClientEarth

Gillian Hankey

Manager of Matter Management and Reporting

Conexus Law Upgrades Matter-Management System to Store Data Natively in Microsoft 365 Using Intapp Collaboration & Content

Conexus Law

Ed Cooke

Chief Executive Officer

DAC Beachcroft automates time capture and client workflows with Intapp

DAC Beachcroft

David Aird

Information Technology Director

Denning & Company - Customer Case Study

Denning & Company

Hazel Finch

Vice President Of Operations

Dykema employs Intapp Workspaces to advance Microsoft Teams for enhanced collaboration across a multi-office law firm

Dykema

Myka Hopgood

Senior Director of Strategic Innovation

Evolem - Customer Case Study

Evolem

Maxime Boyer

Director

Finnegan achieves faster access to IP expertise with Intapp Experience

Finnegan

Terra Liddell

Chief Marketing Officer

FMI Capital Advisors - Customer Case Study

FMI Capital Advisors

Andrew Henderson

Vice President

Foster Pepper reduces new matter opening time with Intapp

Foster Pepper

Sean Monahan

Director Of Innovation

FPE Capital builds scalable relationship management with Intapp DealCloud

FPE Capital

Ben Cole

Investment Manager

Fredrikson & Byron Deploys AI-Powered Intapp Pricing to Improve Estimates, Manage Budgets, and Monitor Matters

Fredrikson & Byron PA

Christina Brusven

Lawyer and Shareholder

FSN Capital achieves firm-wide deal visibility with Intapp DealCloud

FSN Capital

Christopher Conradi

Chief Digital Officer

Major insurer standardizes on Microsoft 365 for corporate legal matter management

FTSE 100 Insurer Company

Gerald Edelman achieves greater deal visibility and efficiency with Intapp DealCloud

Gerald Edelman

Nick Wallis

Head of Deal Advisory

Gilbert + Tobin boosts mobile time capture and integration with Intapp Time and Intapp Integrate

Gilbert + Tobin

Geoff Dowell

Business Systems Manager

Gould & Ratner deploys DealCloud to gain critical business insights and drive firmwide growth

Gould & Ratner LLP

John Byrne

Chief Marketing Officer

Hamilton Lane streamlines relationship management with Intapp DealCloud

Hamilton Lane

Griffith Norville

Principal

Haven Capital improves client relationship management with Intapp DealCloud

Haven Capital

Alessia Salvatore

Vice President

HCAP Partners - Customer Case Study

HCAP Partners

Nicolas Lopez

Principal

IATA improves remote collaboration and in-house matter management with Intapp Documents for Corporate Legal

International Air Transport Association (IATA)

Dane Clapson

Assistant General Counsel

J2 Global streamlines acquisition pipeline management with DealCloud from Intapp

J2 Global

Sean Alford

SVP Corporate Development

Johnson Winter & Slattery accelerates billing with Intapp Time

Johnson Winter & Slattery

Ross Forgione

Chief Information Officer

Kairos Investment Management - Customer Case Study

Kairos Investment Management

Nicholas Krueger

Investment Manager

Kayne Anderson Real Estate achieves greater efficiency and transparency with Intapp DealCloud

Kayne Anderson Real Estate

Anthony Mariano

Director

Lane Powell Centralizes Conflicts Clearance with Intapp

Lane Powell

Brittalisa Gess

Conflicts Counsel

Lerner David achieves data integrity and IP practice efficiency with Intapp Flow

Lerner David

Loeb & Loeb LLP speeds new business intake and reduces risk with Intapp Intake

Loeb & Loeb LLP

Adam Klein

Systems Integr Ation Manager

McCarter & English modernizes its legal billing processes with Intapp Billstream

McCarter & English

Jacqueline Bosma

Controller

McGuireWoods restores CRM trust and boosts relationship data with Intapp Relationships

McGuireWoods

Chris Mann

CRM Manager

McMillan LLP reduces elite migration risk with Intapp

McMillan LLP

James Walker

National Program Manager

McMillan LLP achieves faster payment processing with Intapp Flow and Integrate

McMillan LLP

James Walker

National Program Manager

Mintz slashes legal billing timeframes by 35 to 40 percent with Intapp Billstream

Mintz

Brian Mantarian

Chief Financial Officer

Nelson Mullins uses Intapp Workspaces to enable matter-centric collaboration and improve knowledge sharing

Nelson Mullins Riley & Scarborough

Torie Carrillo

Applications Manager

NGP Energy Capital - Customer Case Study

NGP Energy Capital

Chase Paxton

Firector of Finance & Valuations

O’Melveny accelerates business acceptance with Intapp Intake

O’Melveny

Grace Ramos

Conflicts & Engagement management

Osborne Clarke achieves flexible, accurate time recording with Intapp Time

Osborne Clarke

Nathan Hayes

Information Technology Director

PAI Partners achieves greater efficiency and collaboration with Intapp DealCloud

PAI Partners

Maximilian Harrington

Principal

Progress manages its corporate development pipeline and relationships more effectively leveraging Intapp DealCloud

Progress

Jeremy Segal

Executive Vice President Of Corporate Development

Raymond James achieves firmwide investment banking CRM and workflow efficiency with Intapp DealCloud

Raymond James

Leslie Ann B. Curry

Managing Director & Chief Experience

Royal London deploys Intapp Documents for Corporate Legal to improve matter management and maximize its existing Microsoft 365 investment

Royal London

Gökhan Koçak

Risk and Operations Executive for Group Legal

S‑E‑A accelerates billing and gains draft visibility with Intapp Billstream

S‑E‑A

Misty Marcum

Chief Financial Officer

Seyfarth Shaw automates legal billing workflows with Intapp Billstream

Seyfarth Shaw

Moe Ban

Financial Systems Manager

ShoreView’s - Customer Case Study

ShoreView’s

Brittney Upman

Director Of Business Development

Stephens Inc. manages its pipeline and relationships more effectively leveraging DealCloud

Stephens Inc

Jim Johnson

Chief Administrative Officer Of Investment Banking

Sterling Organization improves deal management efficiency with Intapp DealCloud

Sterling Organization

Jordan Fried

Managing Director

Stroock achieves revenue uplift with Intapp Time

Stroock

Kermit Wallace

Chief Information Officer

Ten Eleven centralizes firm and market data with Intapp DealCloud

Ten Eleven

Kaiti Delaney

Principal

The Riverside Company streamlines operations and strengthens compliance with Intapp DealCloud

The Riverside Company

Russell Leupold

Director Product Management and Application Services

Urban Green Investments - Customer Case Study

Urban Green Investments

Jasmine Nazari

Head Of Investor Relations

Verrill Deploys Intapp CRM and Intapp Relationships to Accelerate Improved Client Retention and Acquisition

Verrill

Zach Gostanian

Business Development Analyst

Ward and Smith improves operational efficiency with Intapp Professional Services Platform

Ward and Smith

Charles Collins

Information Technology Director

William Buck Victoria improves client service with Intapp Flow and Intapp Integrate

William Buck Victoria

Fi Slaven

General Manager

Zelle overhauls business acceptance process, moves to the cloud

Zelle

Bryce Hustad

Director of Information Technology

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Intapp B2B Case Studies & Customer Successes

Case Studies

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