Deal and relationship management software for financial and professional services firms

Intapp DealCloud feature highlight: Advanced search

Get even more out of your data

Now, find out how much more your data can tell you. With advanced search functionality, search through your firm’s entire database in a matter of seconds without wondering what’s been missed.

Using related keyword logic, search through subjects and bodies of emails, business descriptions of companies, or even the contents and metadata of any document or attachment. Dedicate your team’s time and effort to using your data, not finding it.

See everything connected to your search term and access a comprehensive list of all related results.

Expand how your team works with data

Save time

Use advanced CRM search that relies on keyword logic rather than requiring exact matches.

Connect the dots

Uncover hidden connections and insights by seeing anything related to your search term.

Narrow down your search results

Specify which objects you need based on content or metadata, like deal status, contact type, or company location.

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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.

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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.

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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
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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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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 ecosystem