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
Unify deal and relationship management with Intapp DealCloud for consulting
Strengthen relationships
Discover and nurture client engagements with valuable relationship intelligence.
Win more business
Identify opportunities and build stronger pitches with a purpose-built solution for consulting firms.
Deliver winning client service
Empower your teams with the tools they need to deliver superior client engagement.
One location to manage pipeline, deal workflows, and corporate development
It was very important to us to find technology that is designed to handle our complex deal and relationship management needs, rather than customize a broad platform. We chose DealCloud as it gives us one location where we can manage pipeline, facilitate deal workflows, and ensure a segregated environment for our corporate development data.
Eric Hamann
Partner and Managing Director
AlixPartners
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.
Schedule a demo
Speak with a consulting industry expert
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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 foundation
Cloud 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 infrastructure
Partner 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.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud
Webinar
Relationship management for sponsor coverage
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Accounting
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Consulting
- + 1 more
In this on-demand webinar, we’ll explore how transaction advisory teams can streamline labor-intensive business development workflows so you can uncover more opportunities and rapidly identify whitespace with sponsors. Our experts will demonstrate how you can leverage technology to gain a holistic view of your teams’ current deals and deal participants, as well as access insights from similar or previous engagements and related market data.
Learn more
Blog Posts
Carrots and sticks: Encouraging top partners to adopt consulting CRM software
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Accounting
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Consulting
- + 1 more
It isn’t always easy to convince firm partners to adopt consulting CRM software. Employing a combination of carrots and sticks can help move the adoption process along.
Learn more
Blog Posts
3 Tips to Help Consulting Firms Drive Client Success
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Consulting
Boost your consulting firm’s success using these 3 tips to exceed client expectations, meet their unique needs, and provide transparency they require.
Learn more