Deal and relationship management software for financial and professional services firms.

Intapp Assist for DealCloud: Summarization

Drive faster, smarter action with AI-powered summaries

AI summarization that helps everyone focus on what matters

Intapp DealCloud detail page summaries automatically condense complex data into actionable insights on deals, clients, meetings, and more — so you can save time on research and focus on driving deals forward.

Get concise insights into team activity

Information distilled from  your team’s complete history within DealCloud, along with transcripts and meeting notes synced from Microsoft Teams, gives you key points and action items to make better decisions  along with key points and action items.

Improve communication with key points and insights

Create relevant, tailored messages and personalized outreach through incisive summaries.

Make informed decisions

Give your team the latest status insights they need to keep deals moving with AI-powered summarization that analyzes deal status, participants, key dates, and other details.

See detail page summaries in action.

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