Deal and relationship management software

Intapp DealCloud notifications

Create automatic notifications that meet your firm’s criteria

Stay informed about everything going on in your firm. With Intapp DealCloud’s notifications feature, receive automated alerts related to platform activity, key dates, and to-do items.

Users can create custom personal alerts as well as team-wide or firm-wide notifications — which users can opt in or out of, depending on their needs.

Customize your notification to stay on top of important engagements.

Stay informed and accelerate workflow

Keep your team on track

Receive timely reminders of critical events, from upcoming meetings to outstanding approvals and lapsed contact follow-up dates.

Stay up to date on activity

Easily track and share user activity on the platform — such as contact employment changes or changes in deal status.

Support teamwide workflows

Help users quickly determine what their next steps should be. Attach template reports with supporting details and insights.

Never miss an update with custom notifications

Date notifications

Send recurring reminders of upcoming events or lapsed dates. Notify your team of upcoming due dates up to 30 days before or after a predetermined date on a daily, weekly, or monthly basis so they can prepare for the upcoming deadlines.

Activity notifications

Alert opted-in users to new activity on the platform, and inform them when data has been added, edited, deleted, or referenced on the site. Set activity notifications for new input like meeting digest notes or team updates to send on a daily, weekly, or monthly basis — or instantly once a user action has taken place.

Mobile notifications

Enable push notifications on your iOS or Android device and integrate DealCloud notifications in your mobile notification center.

Schedule a demo of Intapp DealCloud

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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.

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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.

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