Deal and relationship management software for financial and professional services firms

Intapp DealCloud feature highlight: Automations

Improve deal flow management and data quality

Accelerate, customize, and simplify your firm’s workflows with Intapp DealCloud’s automations feature.
With outcome or action-based triggers, the automations feature will automatically add data as needed, like creating a new deal record, updating a status, and sending notifications.
Improve your firm’s workflows, data quality, and deal outcomes while reducing administrative burden.

Intapp DealCloud’s automation capabilities let you customize workflows and drive key team processes.

Automate tasks and manage pipeline flow for better deal outcomes

Criteria-based automations

Create filter criteria that trigger an automation when users add, edit, or delete data.

Automated actions

Add a record, update data, or send notifications — all with automated triggers.

Accelerated workflows

Activate the right workflows and automatically trigger additional relevant automations.

Increase efficiency and reduce administrative burden

Automate your daily tasks and simplify deal flow management.

Improve business processes and workflows

Save your teams time and effort by automating the creation of records, tasks, and notifications.

Eliminate the need for manual tracking

Easily track diligence, closing, or other deal-related checklists by automatically closing tasks once the applicable action has been completed.

Automate repetitive data entry 

Save hours of your professionals’ time by automating the data entry process.

Maintain quality data through automation

Avoid human error during the data entry and review processes to improve data quality.

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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

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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.

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