The AI-powered deal and relationship intelligence platform

Intapp DealCloud

The deal and relationship intelligence platform for professional firms

Drive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence.

Embedded in your workflows. Built for regulated markets.

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Secure, compliant AI trusted by leading firms

Read our client stories

Turn relationships into revenue

Private capital

Systematize sourcing. Accelerate execution.

Run the full investment lifecycle on one AI-powered platform built with industry-leading end-to-end workflows.

Fundraising and IR: Manage LP relationships, pipelines, and capital activity in a controlled system of record.
Deal sourcing and screening: Surface opportunities from intermediaries and firmwide networks. Focus on the deals most likely to close.
Diligence and IC prep: Coordinate workstreams, automate approvals, and maintain audit-ready IC materials.
Exit execution: Track buyer coverage, manage processes, and run disciplined exits.

Learn more Read the case study

Investment banking

AI to power your pipeline and win rates

Connected intelligence and workflows for better coverage, mandate capture, and execution.

Coverage and relationship management: Track client relationships with AI and coordinate coverage across the firm.
Origination and business development: Identify deals using market signals and execute targeted outreach.
Deal pitching and execution: Prepare pitches with market intelligence and manage engagements through close.
Performance analytics and strategy: Monitor opportunities firmwide and deploy resources strategically.

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Legal

Expand your network

Win new clients and grow existing relationships.

Pursuit management: Manage pursuits from lead to win with AI-driven signals and next-step recommendations.
Key account programs: Connect the dots between client relationships and practice areas via AI to reveal cross-sell opportunities.
Knowledge and proposal readiness: Produce winning proposals quickly with a centralized experience library and AI-assisted drafting.
Marketing and campaign analytics: Plan and run targeted client campaigns using AI to improve precision and prioritize outreach.

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Accounting

AI-powered growth

Win new work, expand accounts, and strengthen client engagement with connected intelligence and professional workflows.

Pursuit and pipeline management: Track opportunities, coordinate cross-service-line pursuits, and focus on engagements most likely to close.
Engagement delivery and collaboration: Monitor live engagements, team capacity, and milestones in real time to protect margins.
Strategic client management: Identify expansion opportunities and align partners around targeted outreach backed by engagement data.
Knowledge management: Centralize firm expertise and prior engagement experience to deploy the right capabilities to every pursuit.

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Consulting

AI-powered growth

Win new work, expand accounts, and strengthen client engagement with connected intelligence and professional workflows.

Pursuit and pipeline management: Track opportunities, coordinate cross-service-line pursuits, and focus on engagements most likely to close.
Engagement delivery and collaboration: Monitor live engagements, team capacity, and milestones in real time to protect margins.
Strategic client management: Identify expansion opportunities and align partners around targeted outreach backed by engagement data.
Knowledge management: Centralize firm expertise and prior engagement  experience to deploy the right capabilities to every pursuit.

Learn more Read the case study

Agentic AI that knows your business

DealCloud continuously analyzes relationships, communications, deal flow, matters, and engagements. It surfaces opportunity, flags risk, and recommends next steps — securely and in context.

Relationship intelligence

See every connection across your firm to identify opportunities.

Relationship maps
Relationship scores
Outcome attribution

+3 features

Zero-entry activity capture

Automatically log interactions and meetings from Outlook.

Activity capture
Record creation
AI summarization

+3 features

Workflow configurability

Build flexible workflows that standardize best practices and enforce governance.

Configurable workflows
Automation
Embedded compliance

+3 features

Data foundation

Manage complex business with prebuilt, industry-specific data models and schemas.

Industry blueprints
Flexible data model
Relational intelligence graph

+3 features

Data enrichment

Automatically enrich your data with Intapp Data and premium market feeds.

Intapp Data
Integrated third-party data
Governed refresh

+3 features

Schedule a demo

Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster.

Learn more about Intapp DealCloud

Client Story

How Taylor Wessing drives revenue growth with Intapp DealCloud

Legal
Intapp DealCloud

Client Story

How Haven Capital easily maintains strong relationships with Intapp DealCloud

Real assets
Intapp DealCloud

Client Story

How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud

Capital markets
Financial services
Private capital
Intapp DealCloud

Client Story

How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution

Financial services
Investment banking
Intapp DealCloud

Video

Introduction to Intapp DealCloud accelerated deployment

Financial services
Intapp DealCloud

Blog Post

3 ways DealCloud supports Activator behaviors

In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.

Intapp DealCloud

Webinar

Look to the future with Intapp DealCloud

Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs. Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including: Key product capabilities added in the past year Applied AI in DealCloud DealCloud’s product roadmap and ways to engage and contribute ideas

Financial services
Intapp Assist
Intapp DealCloud

Video

Fireside Chat with the Carlyle Group and Orrick

Financial services
Investment banking
Intapp DealCloud