Schedule a demo
Get a personalized demo of any of these new features.
Intapp autumn release
A harvest of fresh autumn updates to drive growth + efficiency
Discover the latest innovations from our research and development team
Generate targeted emails that convert — faster than ever before
Build personalized email campaigns at scale with Intapp AI Prompt Studio, a feature within Intapp Assist. Simply provide instructions on tone, messaging, and the data points you want to include. The system automatically pulls relevant context from DealCloud — such as deal stage, investor profile, portfolio history, and other key details — to generate customized emails for each contact. This eliminates manual drafting and updates, freeing your team to focus on higher-value work while ensuring consistent, on-brand communication.
Surface key data from documents — fast
Traditionally, professionals at financial services and real assets firms spend a significant amount of time manually pulling data from documents — including IOIs, LOIs, CIMs, ICs, and OMs — to create entry forms. With Intapp Assist, your teams can upload PDF versions of these documents to DealCloud and leverage AI to extract relevant data. By automating data extraction, your teams will save time and lower the risk of human error to maintain data integrity.
Demonstrate compliance + maintain trust
Discover who saw what and when with robust compliance reporting and audit trails — so your firm can satisfy MAR and internal audit and compliance needs. With new compliance reporting, you can view data in real time and download reports tracking which users accessed what data. Plus, your firm will comply with data storage regulations with our secure, enterprise-grade platform.
Enhance your users’ experience
Maintain usability and clarity across all screen sizes while working within DealCloud. Dashboards and detail pages now seamlessly adapt to window sizes and device types — including phone, tablet, and desktop — to improve the user experience.
Build more accurate profiles
Leverage DealCortex to unify your data and improve origination. Automatically integrate records from Intapp Data and third-party sources — including Pitchbook, Preqin, SourceScrub, and FactSet — directly into DealCloud company entries. This synchronized approach will reduce manual data entry, accelerate workflows, and help your firm create more accurate company profiles — so your teams can make better-informed decisions and identify opportunities.
Keep your narratives compliant and consistent
Intapp Assist identifies non-compliant terms and offers alternate word suggestions based on your firm’s tone, voice, and brand. You can also click “Rewrite” to quickly replace any non-compliant copy with suggested alternative text
Create + enforce walls automatically
Automate your firm’s ethical wall policy creation process through intuitive UI-based field mapping that connects DealCloud objects directly to Intapp Walls policies. This eliminates manual policy setup and the need to switch between systems, and accelerates wall enforcement while offloading complex permissions management from DealCloud to Intapp Walls’ robust security engine. Users also receive real-time policy updates when deal information changes.
Streamline ethical wall management + strengthen security
Maintain compliance with ease and confidence. When you add a party to one side of a wall policy in Intapp Walls, the system automatically leverages existing adverse relationship data in Intapp Conflicts to instantly populate the opposite wall side with related clients or matters. This automated step reduces manual policy maintenance and ensures your walls are secure and always up to date with your existing data.
