Client relationship management solutions for law firms

Client development software for law firms

Transform your firmwide expertise into profitable business outcomes

Turn the collective knowledge and experience of your law firm into actionable intelligence. With powerful functionality that serves marketing, business development, legal, and practice group leaders, Intapp DealCloud offers a single platform to cultivate meaningful relationships, monitor industry developments, and win new engagements.

Harness your proprietary, firmwide expertise alongside third-party data sources to deliver the best possible outcomes and experiences for clients.

Get powerful visualization of marketing, business development, and practice group initiatives.

Unify deal and relationship management with Intapp DealCloud for law firms

Strengthen client relationships

Cultivate and nurture meaningful relationships with automated activity capture and relationship intelligence.

Win more business

Centralize client needs, firm experience, and market intelligence to enhance client pitches and proposals.

Market your firm effectively

Craft insight-driven marketing strategies and streamline marketing operations.

Built specifically for your firm's needs

Traditional CRM platforms are based on the sales department pipeline model, which doesn’t align with the way leading law firms operate to develop client relationships.


With DealCloud, we will have a solution built specifically for our needs that provides a single, all-encompassing view of clients, people networks, and prospects.

Dan Surowiec
Former CIO
Baker McKenzie

Streamline client development tasks with Intapp DealCloud

Relationship management

Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.

Marketing integration

Deliver tailored marketing efforts that resonate with current and prospective clients.

Business development

Monitor relationship development and market activity to win new engagements.

Experience management

Access a comprehensive view of firm experience to promote relevant expertise and build the best teams.

Pursuit execution and collaboration

Align client needs with firm experience and market intelligence to build better pitches and proposals.

Firm knowledge and strategy

Access powerful leadership dashboards to get a birds eye view of each practice group.

Intapp DealCloud: More than just a CRM

Jack Recinto, Director of Applications and Support at Vedder Price, highlights how Intapp DealCloud is much more than a CRM.

Boost team collaboration and improve business outcomes

Real-time institutional knowledge sharing

Improve communication and inform decision making with unified workflows and intelligence.

Automated workflows, alerts, and reports

Keep engagement to-dos current with automated task workflows, notifications, and AI-generated signals.

Third party integrations

Assess proprietary data alongside third-party sources from a growing list of integrated providers.

AI summaries and recommendations

Save time with AI-summarized meeting notes and networking notifications to nurture relationships and move engagements forward.

Configurable reporting and analysis

Visualize client pursuits insights and inform decision-making with templated reports.

Mobile access

Work efficiently from anywhere by using iOS and Android apps to upload data, search and review details, and automate relationship management tasks.

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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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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