- Step1: Sign up for an Intapp account on the website.
- Step2: Choose the product you want to implement (DealCloud, Billstream, Walls).
- Step3: Follow the integrated onboarding process provided for each product.
- Step4: Customize settings to fit your firm's needs and workflows.
- Step5: Train team members on how to utilize the platform effectively.
- Step6: Start using the product for managing deals, billing, or secure information access.