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.

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 narrativesincluding company descriptions, deal commentary, and client profiles — with incontext 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.

Schedule a demo of Intapp DealCloud

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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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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.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

Conversational query
Ask AI for answers — and get near-instant results — using everyday language.
Learn more about our Applied AI strategy