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.

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Customize your notification to stay on top of important engagements

Manage, monitor, and speed up team workflows

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.

Streamline team operations

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

Simplify workflows with actionable messages

Directly manage approvals and move tasks forward — all via email notifications.

Get reminders

for approaching task due dates

Prompt team members

with actionable messages delivered straight to their inboxes

Get daily notifications

about project status and add updates from within the email body

Learn more about Intapp DealCloud  

Blog Posts

Productivity tips for every member of your M&A team

  • Corporate
  • Financial Services
  • + 1 more
As an acquirer, you need to find a balance between acting quickly and acting carefully. By equipping each member of your M&A function with the right technology, your team can find more quality deals faster without sacrificing security, accuracy, or synergy realization.

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Blog Posts

How DealCloud simplifies deal flow management

  • Financial Services
  • Private capital
  • + 1 more
Today, the most productive deal teams are adopting DealCloud, a purpose-built information management system that improves process management and eliminates the need to manually record […]

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Blog Posts

Deal management pitfalls and avoidable execution bottlenecks

  • Financial Services
  • Intapp DealCloud
Dealmakers may start out justifiably excited when deals originate and sail through prescreening, but experienced dealmakers know not to set their expectations too high. No […]

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Intapp Intelligent Cloud

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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