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.
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
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
Supercharge your thought leadership with AI that helps identify new opportunities and keeps you up to date on market news as well as events about 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.
Intapp Assist for DealCloud puts AI at your professionals' fingertips
Relationship signals
Get key insights and actionable suggestions on contacts and events via an AI-driven relationship intelligence feed.
Detailed summarization
Get the gist fast — without wading through long documents — with automatically generated deal, company, and meeting summaries.
Narrative generation
Save time on long narratives — including company descriptions, deal commentary, and client profiles — with in–context assistance from generative AI.
Contextual email outreach
Create compelling content and target outreach with AI-assisted email generation and tailored contact summaries based on your historical interactions, relationships, and news.
Learn more about Intapp Assist for DealCloud
Blog Posts
Embracing a changing market: Three ways transaction advisory teams can modernize and adapt to uncertainty
Although the economic uncertainty of 2022 is expected to continue throughout 2023, the outlook for p...
Learn more
-
Accounting
-
Consulting
- + 1 more
Blog Posts
3 ways DealCloud supports Activator behaviors
According to a global research study of nearly 1,800 partners in professional and financial services...
Learn more
Blog Posts
How leveraging relationship intelligence can help M&A teams win deals
In the accounting industry, relationships are the starting point for nearly every successful busines...
Learn more
Schedule a demo of Intapp DealCloud
Speak with an expert
Fill out the form and someone will be in touch to schedule a demo.
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.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
Learn more about our cloud infrastructure
Intapp Data Architecture
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
Learn more about our data architecture
Intapp Applied AI
Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
Learn more about our Applied AI strategy