Access a comprehensive view of your firm’s entire relationship ecosystem to easily identify and track opportunities, fact-track engagement execution, and stay aligned throughout a deal’s pursuit with Intapp DealCloud.
Deal and relationship management for consulting firms
Streamline client engagements with unified deal and relationship management
One location to manage pipeline, deal workflows, and corporate development
Streamline deal and relationship management tasks with Intapp DealCloud
Relationship management
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Marketing integration
Track the ROI of your campaigns and events to align your marketing planning and priorities.
Business development
Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits.
Pipeline management
Analyze active pursuits and market trends to drive pipeline and win more deals.
Deal execution and collaboration
Gain a comprehensive, detailed view of team capacity and progress.
Firm knowledge and strategy
Maintain a single source of truth to simplify and automate knowledge sharing across teams.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
Industry solutions
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Data foundation
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundationCloud infrastructure
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructurePartner ecosystem
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystemLeading consulting firms manage their deals and relationships with Intapp DealCloud
Intapp DealCloud features and benefits
Optimized relationship intelligence
Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.
Automated workflows, alerts, and reports
Stay up to date with deal to-dos with automated task workflows, notifications, and AI-generated signals.
Integrated third-party data
Enhance proprietary contact and company data with third-party data sources via DataCortex.
AI summaries and recommendations
Save time with AI-generated deal summaries, and make better decisions using AI recommendations that integrate firm and market intelligence.
Dynamic reporting and analytics
Visualize real-time insights and inform deal decision-making with ad hoc and templated reports.
Zero-entry automation capabilities
Drive deal execution and process management with automated data capture.