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.
Intapp Assist for DealCloud
Work smarter with the power of AI
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
Feature
Relationship signals
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Narrative generation
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Applied outreach
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Summarization
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Smart tags
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Company recommendations
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Origination
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Document Ingestion
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Relationship signals
Get actionable insights for contacts and events via an AI-driven relationship intelligence feed.
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Feature
Narrative generation
Boost productivity and accuracy by using AI to complete form fields in DealCloud.
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Applied outreach
Improve response rates with AI-generated emails that tailor content to the recipient.
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Summarization
Get the gist fast with automatically generated deal, company, contact, and meeting summaries.
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Company recommendations
Quickly identify ideal target companies aligned to your firm’s goals using curated recommendations.
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Origination
Get AI-driven insights—including targeted recommendations, comprehensive company screenings, and strategic market mapping—to optimize your sourcing efforts.
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Intapp DealCloud
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Document Ingestion
Transform documents into actionable data and streamline your data entry workflow with just a few clicks.
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Intapp Assist
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Intapp DealCloud
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
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Accounting
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Consulting
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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
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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
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Accounting
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Intapp DealCloud
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Schedule a demo of Intapp DealCloud
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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
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