Experience management software for financial and professional services firms

Intapp DealCloud experience

Do more with your team's collective professional experience

Each member of your team brings a wealth of individual professional experience that can make the difference in an important pitch or inform decisions on cases. With Intapp DealCloud, you can have a catalog of every member’s experience available at will. 

Pitch services directly related to client needs and educate your clients on your firm’s capabilities and prior success. With a streamlined experience search, interactive reports, and automated pitch and proposal generation, Intapp DealCloud puts knowledge and experience at your fingertips.  

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Accelerate experience-driven growth with Intapp DealCloud

Simplify client pursuits

Build pitch teams, boost collaboration, and provide evidence of firm experience. 

Equip partners with current information

Access and segment firm experience insights with a centralized client, engagement, and lawyer experience search.  

Create winning proposals

Automate the generation of pitch and proposal documents based on results of experience, lawyer, and client searches. 

DealCloud makes it easy to collect and curate information

DealCloud makes it easy for us to collect and curate information that’s relevant to our current and prospective clients...

 

Our professionals can cite specific cases, judges, and findings quickly with data that is customized to highlight Finnegan’s involvement, rather than relying solely on third-party searches.

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Terra Liddell
Chief Marketing Officer
Finnegan

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

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Use the full scope of your firm's experience to win new business

Gain full insight into your firm’s experience and expertise with integrated firmwide processes and intelligence. 

Informed experience search

Quickly run targeted searches across matters, lawyers, and clients.  

Proposal and report generation

Access collective firm intelligence to quickly produce high-quality pitches and proposals. 

Configurable reporting and analysis

Visualize firmwide experience and inform business pursuits with ad hoc and templated reports. 

Automated workflows, alerts, and reports

Stay current on client engagements with automated task workflows, notifications, and reports.

Integrated knowledge sharing

Provide a single source of truth and management hub that includes the integrated applications your professionals use on a daily basis.

Suggested experience

Save time with experience recommendations based on the details of the work you’re currently pursuing. 

Learn more about DealCloud’s experience management solutions

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Frequently asked questions about DealCloud’s experience solutions

A law firm’s greatest assets are the expertise and knowledge held by its professionals. This collective knowledge is a rich resource that can be leveraged to market the firm’s reputation, recruit talent, win new business, and provide the most effective advice to clients. However, disconnected applications and data make it difficult to access and utilize this intelligence effectively.

Intapp DealCloud solves this problem by integrating with all your existing system, offering a central point of access to easily search and use this data, and offering suggestions for which experiences will best enhance the pitch or case you’re building.  

Intapp DealCloud lets your team track a wide variety of relationships and activities — including lawyer, engagement, and client data — helping your firm easily access and use experience data. Advanced search functionality, automated alerts, and firm-wide leadership dashboards ensure experience insights are sourced for the right person, with minimal time invested. 

Yes. Your firm can configure your Intapp DealCloud experience solution to meet your specific requirements and processes. You can connect the software to your firm’s existing systems, including HR and financial management systems. And you can create customized reports by filtering data as broadly or narrowly as needed and sending personalized reports to the appropriate people or teams. 

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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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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.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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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.

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