Deal and relationship management solutions for consulting firms

Growth for consulting firms

Streamline client engagements with unified deal and relationship management

Traditional CRMs aren’t designed to support the complex, relationship-driven growth strategies of today’s consulting firms. With siloed data, limited visibility into opportunities, and a lack of integration across service lines, these systems make it hard for consulting professionals to win and expand client work.

Empower your teams to fully capitalize on your firm’s relationship ecosystem and transform your growth strategy. Powered by AI, Intapp DealCloud is a deal and relationship platform built by industry experts for consulting firms like yours.

Improve win rates with a holistic view of your teams, deal and relationship insights, and the market

Power growth, pursuits, and client engagement

Unlock growth opportunities

Get insights from your firm’s relationship ecosystem to identify whitespace, strengthen client connections, and expand existing accounts.

Boost pursuits and win rates

Enable more efficient collaboration across practices with tools that simplify pursuit tracking, pipeline visibility, and business development workflows.

Engage clients more effectively

Deliver more timely, relevant, and strategic outreach by centralizing client activity, interactions, and engagement history in one connected platform.

An industry-tailored platform built for the way you work

Delivered on our proprietary consulting industry solution, your DealCloud instance will come preconfigured with powerful tools and workflows based on industry best practices.

Relationship intelligence

Strengthen relationships with AI-driven intelligence reporting and automated data capture.

Email marketing

Track the ROI of your campaigns and events to align your marketing planning and priorities.

Business development

Discover new opportunities, build stronger pitches, and stay aligned throughout deal pursuits.

Pipeline and forecasting

Analyze active pursuits and market trends to drive pipeline and win more deals.

Work execution and collaboration

Gain a comprehensive and detailed view of live engagement, team capacity, and progress.

Firm knowledge and strategy

Maintain a single source of truth to simplify and automate knowledge sharing across teams.

What clients are saying about Intapp DealCloud

DealCloud has given our team the necessary tools to proactively engage the market. FMI is a relationship driven business, and this technology allows us to stay on top of those connections to ensure we are providing the most value across the full deal lifecycle.

Andrew Henderson

Managing Director

FMI Capital Advisors

Leading consulting firms rely on Intapp DealCloud for deal and relationship management

View case studies

Get more done faster with
Intapp Assist

Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.

Explore Intapp Assist

Zero entry: Tags structured and unstructured content with extracted entities, concepts, and sentiments

Conversational query: Uses conversational queries to provide actionable information

Summarization: Summarizes notifications, reports, and contracts for faster insights.

Generation: Drafts correspondence and narrative descriptions.

Recommendation: Suggests next steps and provides users with relevant information.

DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

Frequently asked questions about Intapp DealCloud deal and relationship management

: Growing your firm requires effective management of your relationships, knowledge and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.

With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your dealmaking and pipeline. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in closing a deal, a hub for simplified collaboration, and AI-powered insights for better decision-making.
: With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, deal, and process data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.
: Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.

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The 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.

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.

Learn more about our data foundation

Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

Learn more about our cloud infrastructure