Extract critical deal information from documents in seconds with the power of AI. Integrated with Intapp DealCloud, Document Ingestion parses information in
PDFs and automatically converts it into structured data.
Streamline your data entry workflow with just a few clicks
— and get accurate, validated information extracted directly from your offering memorandums, LOIs, IOIs, and CIMs — all ready to populate your deal records.
Intapp Assist for DealCloud: Document ingestion
Instantly transform documents
into actionable data
Key benefits
Eliminate data entry
Stop spending hours transcribing information from documents. Document Ingestion automatically identifies and extracts key data points, saving your team valuable time.
Accelerate deal processing
Move from document receipt to data capture in minutes, not hours. Quickly create multiple related entries, including deals, properties, and companies to dramatically reduce your time to insight.
Ensure data accuracy
Review and validate AI-extracted values before committing them to your database. The “Find in Source” feature lets you trace each data point back to its origin in the document, giving you confidence in your data quality.
Customize for your workflow
Configure extraction prompts and field mappings tailored to your specific document types and business needs. You can create custom extraction templates in Prompt Studio to match your firm’s unique requirements.
How it works
Upload and select any supported PDF document
Intapp Assist analyzes your document and identifies relevant data points based on preconfigured or custom prompts.
Preview all extracted data
Click any value to edit directly, and use “Find in Source” to locate where the information lives in the original document.
Navigate through multiple instances
Search the full document as needed.
Create DealCloud entries
Group related fields by object type for seamless record creation across deals, companies, and other connected entities.
Supported document types
Document Ingestion comes with preconfigured extraction templates for the most common deal documents.
Advanced customization with Prompt Studio
Tailor Document Ingestion to your exact specifications through Prompt Studio. Define what information the AI should extract, which DealCloud objects to populate, and how data should be structured. Create sections that group fields by object type for optimal workflow efficiency.
Get started with Document Ingestion
Document Ingestion is part of the Intapp Assist package. To enable this powerful feature and start transforming your document workflow, contact your account representative.
Schedule a demo
Fill out the form and someone will be in touch to schedule a personalized demo.