Intapp DealCloud notifications
Stay informed about everything going on in your firm. With Intapp DealCloud’s notifications feature, receive automated alerts related to platform activity, key dates, and to-do items.
Users can create custom personal alerts as well as team-wide or firm-wide notifications — which users can opt in or out of, depending on their needs.
Ensure your teams have the information they need to move tasks forward.
Receive timely reminders of critical events, from upcoming meetings to outstanding approvals and lapsed contact follow-up dates.
Easily track and share user activity on the platform — such as contact employment changes or changes in deal status.
Help users quickly determine what their next steps should be. Attach template reports with supporting details and insights.
Send recurring reminders of upcoming events or lapsed dates. Notify your team of upcoming due dates up to 30 days before or after a predetermined date on a daily, weekly, or monthly basis so they can prepare for the upcoming deadlines.
Alert opted-in users to new activity on the platform, and inform them when data has been added, edited, deleted, or referenced on the site. Set activity notifications for new input like meeting digest notes or team updates to send on a daily, weekly, or monthly basis — or instantly once a user action has taken place.
Enable push notifications on your iOS or Android device and integrate DealCloud notifications in your mobile notification center.
Blog Posts
As an acquirer, you need to find a balance between acting quickly and acting carefully. By equipping...
Learn more
Blog Posts
Today, the most productive deal teams are adopting DealCloud, a purpose-built information management...
Learn more
Blog Posts
Dealmakers may start out justifiably excited when deals originate and sail through prescreening, but...
Learn more
Fill out the form and someone will be in touch to schedule a demo.
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.
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
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
Learn more about our data architecture
Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
Learn more about our Applied AI strategy