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

Conversational AI

Surface insights instantly

Ask questions in plain English. Get immediate answers from your firm’s DealCloud data.

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Agentic AI

Keep deals moving

Accelerate execution with pre-built playbooks. Use agentic workflows to automate core tasks.

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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.

Zero-entry activity capture

Automatically log interactions and meetings from Outlook.

Workflow configurability

Build flexible workflows that standardize best practices and enforce governance.

Data foundation

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

Data enrichment

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

Relationship intelligence

Know who to call — and why

AI uncovers warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements.

Relationship maps

See connections across partners, bankers, investors, and clients.

Relationship scores

Prioritize coverage based on relationship strength and momentum.

Outcome attribution

Link mandates, deals, and revenue to the relationships that created them.

DealCloud has been instrumental in helping us organize and synthesize information across a wide range of sources.

Max Harrington

Senior Advisor

PAI Partners

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Zero-entry activity capture

Capture everything. Enter nothing.

Automatically capture emails and meetings to create a complete, shared engagement record.

Activity capture

Effortlessly create a complete, shared history of engagement across clients, investors, and counterparties.

Record creation

Generate compliant contact and company records using configurable rules.

AI summarization

Get instant summaries and next steps for deals, matters, and fundraising.

Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive.

Paola Yawney

Head of Business Development

Balfour Pacific

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Workflow configurability

Enforce process. Move faster.

Standardize how your firm originates, conducts due diligence, and executes with embedded compliance.

Configurable workflows

Align processes to your operating model with scalable workflows.

Automation

Trigger tasks, approvals, and escalations with rule-based logic.

Embedded compliance

Protect sensitive data and collaborate securely with role-based permissions and audit trails.

DealCloud is a key tool in helping our people curate their contact book and bring more value to our firm.

Mike Beswick

BD and Marketing Director

Taylor Wessing

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Data foundation

Built for how professional firms operate

Preconfigured for private capital, investment banking, legal, and advisory — and flexible to fit your model.

Industry blueprints

Proven structures for deals, matters, fundraising, and engagements.

Flexible data model

Adapt entities and relationships without custom code.

Relational intelligence graph

See how people, companies, funds, matters, and deals connect.

8+ hours saved per week

on transaction bidder list preparation at FMI Capital Advisors

Read the case study

Data enrichment

Accurate data. No manual effort.

Keep records current with automated enrichment from trust providers.

Intapp Data

Enrich profiles with proprietary firmographic data on more than 14m companies and 200m contacts.

Integrated third-party data

Automatically populate records with market intelligence from leading providers like Preqin, PitchBook, and FactSet.

Governed refresh

Control update schedules to keep reporting, AI outputs, and compliance aligned.

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

Why CIOs, CTOs, and innovators choose Intapp

Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.

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.

The AI-powered deal and relationship intelligence platform

The deal and relationship intelligence platform for professional firms

Secure, compliant AI trusted by leading firms

Surface insights instantly

Keep deals moving

Turn relationships into revenue

Systematize sourcing. Accelerate execution.

AI to power your pipeline and win rates

Expand your network

AI-powered growth

AI-powered growth

Agentic AI that knows your business

Relationship intelligence

Zero-entry activity capture

Workflow configurability

Data foundation

Data enrichment

Know who to call — and why

Relationship maps

Relationship scores

Outcome attribution

Capture everything. Enter nothing.

Activity capture

Record creation

AI summarization

Enforce process. Move faster.

Configurable workflows

Automation

Embedded compliance

Built for how professional firms operate

Industry blueprints

Flexible data model

Relational intelligence graph

8+ hours saved per week

Accurate data. No manual effort.

Intapp Data

Integrated third-party data

Governed refresh

Learn more about Intapp DealCloud

How Taylor Wessing drives revenue growth with Intapp DealCloud

How Haven Capital easily maintains strong relationships with Intapp DealCloud

How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud

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

Introduction to Intapp DealCloud accelerated deployment

3 ways DealCloud supports Activator behaviors

Look to the future with Intapp DealCloud

Fireside Chat with the Carlyle Group and Orrick

Why CIOs, CTOs, and innovators choose Intapp

Compliance and security

AI you can trust

Integrated platform

Proven scale, innovation

Always-on cloud infrastructure

Integrations made easy

Schedule a demo