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

Intapp Assist for DealCloud: Relationship signals

Build stronger relationships with AI-powered insights

Relationship intelligence that tells you
everything you need to know

Intapp DealCloud relationship signals give you the timely insights you need to drive deals. AI-powered nudges, meeting notes, network updates, contact updates, and market developments keep you up to date and in the know.

Reconnect with cooling contacts

Revive your relationships before they go cold. Relationship signals elevate important connections, prompting you to engage with and strengthen your network.

Build a competitive advantage

Real-time company and market insights, powered by Owler, provide automatic updates on acquisitions, funding rounds, and leadership changes for firms you’ve connected with.

Make the most of meetings

Meeting briefs help you prepare for upcoming meetings, ensuring a smooth, productive interaction. And after every meeting, capture crucial takeaways and inform your next steps with prompted meeting notes.

Types of signals

  • Company news and updates
  • Promotions and role changes
  • Cooling contacts
  • Pre-meeting briefings
  • Post-meeting notes
  • Key internal conversations

See relationship signals in action

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