Intapp

Benesch selects Intapp to strengthen client relationship management

Tuesday, April 18, 2023

PALO ALTO, Calif.: Intapp (NASDAQ: INTA), a leading provider of cloud software for the global professional and financial services industry, today announced that AmLaw 200 business law firm Benesch, Friedlander, Coplan & Aronoff LLP (Benesch) has selected DealCloud as its client relationship management platform (CRM).

DealCloud will help Benesch enhance client service and strengthen relationships by improving collaboration across practice groups, streamlining complex processes, and centralizing proprietary information. With the ability to harness firmwide information alongside third-party data sources, Benesch’s professionals will have permission-based access to data — letting them more easily share relevant client insights, identify industry developments, and leverage previous matter intelligence to deliver timely market insights to their clients and closely manage essential relationships.

“As a part of our firmwide strategy, we wanted to ensure our most important client relationships are getting the exceptional attention and service we stake our reputation on,” said Jeanne Hammerstrom, Chief Marketing Officer at Benesch. “In order to guarantee that we stay at the forefront of client service delivery, we chose to extend our partnership with Intapp by adopting DealCloud to better collect, manage, analyze, and protect firm data and support our lawyers while they deepen their relationships with clients.”

Benesch is a longtime client currently using Intapp Time to accurately capture billable and non-billable work effort, as well as Intapp Risk & Compliance solutions which leverage AI to thoroughly evaluate new business, onboard clients quickly, ensure limited access to sensitive matters, and monitor relationships for compliance throughout the client lifecycle. Through Intapp integrations, DealCloud can serve as a centralized hub of trusted data for the firm, bringing client and prospect data together with risk, compliance, and operational information. Access to firmwide data can transform the way Benesch services clients and ensure a more targeted approach to pursuing new business while also enabling the firm to further streamline client intake and onboarding.

“We chose DealCloud to help drive efficiencies in data collection and management, improve collaboration, and scale alongside growth—but most importantly, to ensure our professionals have the technology they need to deliver stellar client service,” said Scott Golin, Chief Strategy and Operating Officer at Benesch.

DealCloud is a single destination for legal professionals to find and reference the communications, workflows, and other data relating to each pursuit and engagement. It helps firms build and manage a comprehensive view of its multidirectional relationships with clients, prospects, and business partners by centralizing emails, meeting notes, and applied relationship intelligence, leveraging Microsoft 365 connectors. DealCloud also automatically captures changes to contact data and can send reminders when it’s time to nurture relationships with key contacts.

“Benesch is known for its commitment to clients, so we’re thrilled that they have chosen DealCloud to maintain their high standard for managing important relationships — whether it’s clients, referrals, people in the community, or pro bono work,” said Lavinia Calvert, Vice President and Legal Industry Principal at Intapp. “Aligning directly with firmwide business development and strategic data initiatives, DealCloud will serve as a centralized hub for firm knowledge and support Benesch’s commitment to collaboration and innovation.”

Four factors to consider when evaluating cloud-based software

Monday, February 26, 2024

Cloud-based software lets your remote, in-office, and hybrid teams easily and accurately capture data and collaborate on engagements — in real time and from any location. Advanced cloud platforms such as the Intapp Platform are also enhanced and enriched with AI to increase efficiency and accelerate digital transformation.

Firms that utilize cloud technology also save money on hardware and management costs. For example, software that runs on the Intapp Platform automatically updates within the cloud, so your teams don’t have to manually manage it.

Still, despite the many benefits of modern cloud technology, some firm leaders remain hesitant to embrace a cloud-first strategy. Before discarding old tools and processes, consider the following four factors to ensure your new cloud-based automated software meets your firm’s and clients’ needs.

1. Address threats to security

Data leakage and breaches can cause serious problems — including compliance and privacy violations — that result in damaged client relationships and lost business.

Your firm and clients need to know that the platform where they store their data provides the highest level of security. That’s why it’s critical to host all cloud-based solutions on a scalable, secure platform that exceeds common regulatory requirements and is purpose-built to meet your firm’s unique needs. Platforms with a multitenant architecture will also support changes in data volume, traffic, complexity, and usage patterns. And platforms that offer mobile accessibility will let you access the information you need anytime, anywhere.

2. Access data and systems

Teams with on-premises databases are used to directly accessing and extracting data, and often build connections between their firm’s on-premises databases and other systems. Any cloud-based software that your firm adopts will also need to integrate with these systems.

Intapp solutions provide built-in integrations across the engagement lifecycle, seamlessly connecting your data with key firm systems. All teams with permissions can access key data for scoping and strategic purposes — allowing your firm to increase profitability and better serve clients. Integrated applications and data deliver key insights by analyzing data from multiple sources, applications, and devices to help your firm improve its decision-making processes.

3. Regulate management and administration

IT administrators must also be able to manage which firm professionals have access to which data and system capabilities. Cloud-based solutions allow administrators to maintain control through safe sandbox environments to test, flag, and delay changes as necessary.

4. Transition from on-premises to the cloud

Even if your firm is interested in implementing cloud-based software, the implementation process may still seem too daunting. Installing new automated software is challenging enough, but getting your entire workforce to adopt and use that software adds another layer of complexity.

Implementation services, change management services, and training can help your firm easily and successfully deploy its new solutions. Highly experienced teams can collaborate with your stakeholders to ensure that your solutions align with your firm’s long-term goals and business-critical needs.