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.

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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 narratives — including company descriptions, deal commentary, and client profiles — with in–context 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.

Learn more about Intapp Assist for DealCloud

Blog Posts

Embracing a changing market: Three ways transaction advisory teams can modernize and adapt to uncertainty

Although the economic uncertainty of 2022 is expected to continue throughout 2023, the outlook for p...

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  • Accounting
  • Consulting
  • + 1 more
Blog Posts

3 ways DealCloud supports Activator behaviors

According to a global research study of nearly 1,800 partners in professional and financial services...

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  • Intapp DealCloud
Blog Posts

How leveraging relationship intelligence can help M&A teams win deals 

In the accounting industry, relationships are the starting point for nearly every successful busines...

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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.

Learn more about our partner ecosystem