Intapp DealCloud: Low code UI/UX
Empower your professionals to customize their own workflows
Help your firm’s professionals perform at their highest level — without any need for lengthy, complicated software customizations.
Intapp DealCloud’s low-code, user-friendly interface lets your users design, customize, and optimize their own experiences — regardless of their technical expertise. With an intuitive drag-and-drop interface, you can build personalized workflows, tailor dashboards, and create data visualizations, fully optimizing DealCloud for your team’s needs.
Tailor DealCloud for the way your firm works
Customize your experience
Create personalized workflows, dashboards, data views, and platform customizations without extensive technical knowledge.
Improve firm scalability
Make quick modifications to help your users better adapt to changing business processes and requirements.
Promote user autonomy
Foster a sense of ownership and independence among your team members with a user-centric design that allows them to tailor the platform according to their preferences.
Maximize product time-to-value
Quickly prototype and implement changes for rapid deployment of new features and updates.
Supporting strong growth in a fast-moving environment
DealCloud has a fully configurable platform that is able to assist us with our strong growth in a fast-moving environment where structured process and data management is paramount.
Sascha Wagner
Partner
Caldera Pacific
Customize your DealCloud experience — without any coding experience
Drag-and-drop customization
Easily modify layouts, dashboards, templates, and workflows to personalize your experience.
Configurable objects and data fields
Define and modify data fields and objects to align with your specific business and industry needs.
Workflow automation
Automate actions, set triggers, and define rules specific to your business processes and workflows.
Portable configurations
Migrate configuration updates from one DealCloud site to another with the ability to control and automate site updates from sandbox to production environment.
Intapp DealCloud: Making lawyers' jobs easier
Jack Recinto, Director of Applications and Support at Vedder Price, explains how the highly customizable Intapp DealCloud CRM platform makes it simple for him to provide the firm’s lawyers with a tailored solution that makes their jobs easier.
Learn more about Intapp Assist for DealCloud
Blog Posts
Weaponizing data to gain a competitive edge
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Intapp DealCloud
Professional and financial services firms are inundated with data every day: new contact information, a target firm’s recent earnings announcement, how much a current client […]
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Actionable client intelligence: Can next-gen dashboards deliver?
At Intapp, we’ve worked with thousands of leaders at financial and professional services firms. We’ve discovered that they all share certain traits: expertise in their […]
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Blog Posts
Looking for true client intelligence? Consider retiring your generic CRM.
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Financial Services
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Professional Services
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Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.
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Schedule a demo of Intapp DealCloud
Speak with an 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.
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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