SERVICES: DEALCLOUD CUSTOMER SUCCESS & MANAGED PLATFORM SUPPORT
Our DealCloud managed services cover everything from training and tailoring to enterprise-scale platform transformations and full feature activation. Available for any firm, any size, any complexity.
You might need support if...
Your CSM Coverage is Changing
As Intapp evolves its product and support services, we are at the ready to provide dedicated, experienced consultants who know your platform and your firm.
You are Post-Go-live and Losing Momentum
Implementation is done but adoption is inconsistent, reporting needs work, and no one owns the platform day-to-day. We address that proactively.
You Need Ongoing Strategic Guidance
As your firm grows, your platform needs to evolve with it. We plan and execute that evolution — from new features to full platform expansions.
Choose the level of partnership that
fits your team.
Base
Essential support coverage for teams that need a reliable point of contact.
- Assigned consultant
- Training calls
- Reporting updates
- Small platform requests
- Email support
Foundation
Guidance, support, and basic platform management for growing teams.
- Assigned consultant
- Training calls
- Reporting updates
- Configuration requests
- Async support
Growth
Structured support and platform expansion for scaling teams.
- Assigned consultant
- Regular working sessions
- Proactive check-ins
- Support and training
- Adoption tracking
- Release guidance
Performance
- Senior consultant
- Weekly strategic sessions
- Support and training
- KPI tracking
- Reporting optimization
- Release planning
Embedded
- Senior consultant as strategic partner
- Executive-level insights
- Continuous optimization
- Full release planning
- Platform roadmap
Strategic Hours
Not ready for a retainer? Strategic Hours give you flexible capacity for specific platform initiatives, improvements, and enhancements. These hours are available in blocks to use over the course of one year.
Trusted by leading firms across the industry.
We’re proud to partner with firms across the private capital markets who rely on Monarch to deliver the expertise and solutions that help them raise capital, manage relationships, and drive growth.
Don’t take our word for it, take theirs.
