AI solutions for financial and professional services firms

Intapp Assist for DealCloud

Work smarter with the power of AI

Minimize manual tasks and access key insights in seconds so you can work more efficiently every day. Intapp Assist for DealCloud integrates AI technology and automation into your firm’s everyday workflows, delivering actionable insights and AI assistance right to your professionals’ fingertips.

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The information you need — right when you need it

Unlock firm intelligence

Harness AI to capture, document, and share key information across your firm — keeping your teams better-informed so they can make better decisions.

Gain a competitive edge

Use AI to identify new opportunities and stay up to date on industry news as well as events for your market, segment, and clients.

Multiply the effect of your team

Reduce administrative burden by automating manual tasks, so you and your team can focus on more strategic work.

AI that delivers targeted insights — and handles data entry for you

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AI-powered insights built on your firm and market intelligence

Deal-aware

Intapp Assist draws on your firm’s pipeline and historical deal analysis — so it surfaces relevant, tailored deal insights, gives intelligent recommendations, and helps teams track key milestones.

Relationship-aware

Intapp Assist uses your firm’s relationship intelligence from past interactions — so it helps you personalize outreach and stay connected with the right people at the right time.

Market-aware

Intapp Assist uses market intelligence from your preferred third-party data providers to uncover insights on industry trends, M&A activity, employment changes, and company news — so you can fast-track business development and get a competitive edge.

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Blog Posts

Embracing a changing market: Three ways transaction advisory teams can modernize and adapt to uncertainty

  • Accounting
  • Consulting
  • + 1 more
To modernize how they win and execute financial and other due diligence services in this changing market, transaction advisory teams need holistic views of their data, automation of manual tasks, and improved relationship intelligence.

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Blog Posts

3 ways DealCloud supports Activator behaviors

  • Intapp DealCloud
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.

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Blog Posts

How leveraging relationship intelligence can help M&A teams win deals 

  • Accounting
  • Intapp DealCloud

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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.

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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.

Learn more about our partner ecosystem