Products

Back

Data foundation
- Intapp Assist
  Back
  - Intapp Assist for DealCloud
    
    Intapp Assist for Terms
DealCloud Platform
- Intapp DealCloud
  Back
  - Relationship management (CRM)
    
    Business development
    
    Marketing
    
    Pipeline and deal management
    
    Fundraising and investor relations
    
    Experience management
  - Explore Intapp DealCloud
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
Compliance
- Intapp Conflicts
  Back
  - Explore Intapp Conflicts
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
- Intapp Employee Compliance
  Back
  - Explore Intapp Employee Compliance
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
- Intapp Intake
  Back
  - Explore Intapp Intake
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
- Intapp Terms
  Back
  - Explore Intapp Terms
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
- Intapp Walls
  Back
  - Explore Intapp Walls
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
Time
- Intapp Billstream
  Back
  - Explore Intapp Billstream
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
- Intapp Time
  Back
  - Explore Intapp Time
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
Collaboration
- Intapp Collaboration
  Back
  - Explore Intapp Collaboration
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates
- Intapp Workspaces
  Back
  - Explore Intapp Workspaces
    
    Schedule a demo
    
    Resource library
    
    Blog
    
    Community
    
    Subscribe for updates

Industries

Back

Solutions by industry
- Accounting
  Back
  - Solutions for accounting firms
    
    Deal and relationship management
    
    Client onboarding and continuance
    
    Conflicts management
    
    Personal independence management
    
    Enhanced Microsoft 365 collaboration
    
    Timekeeping
  - Solutions for service lines
    
    Corporate finance
    
    Transaction advisory
- Consulting
  Back
  - Solutions for consulting firms
    
    Deal and relationship management
    
    Conflicts of interest management
    
    Ethical walls management
    
    Enhanced Microsoft 365 collaboration
    
    Client onboarding and risk assessments
  - Solutions for service lines
    
    Transaction advisory
    
    Corporate development
- Corporate
  Back
  - Corporate solutions
    
    Corporate counsel matter management
    
    Deal and relationship management
- Investment banking and advisory
  Back
  - Solutions for investment banking firms
    
    Deal and relationship management
    
    Opportunity conflicts of interest
    
    Code of ethics management
  - Solutions for investment banking markets
    
    Placement agents
- Legal
  Back
  - Growth solutions
    
    Client intelligence
    
    Activator
  - Microsoft solutions
    
    Microsoft Copilot
    
    Microsoft 365 collaboration
  - Time and prebilling solutions
    
    Compliant timekeeping
    
    Compliant prebilling
  - Risk and compliance solutions
    
    New business intake
    
    Conflicts management
    
    OCG compliance
    
    Anti-money laundering
    
    Ethical walls
    
    Lateral hire onboarding
    
    Partner attestation management
- Private capital
  Back
  - Private capital solutions
    
    Code of conduct management
    
    Deal and relationship management
    
    Deal conflicts of interest
  - Solutions for private capital markets
    
    Private credit
    
    Family offices
    
    Fund of funds
    
    Growth equity
    
    Hedge funds
    
    Limited partners
    
    Multi-strategy
    
    Private equity
    
    Venture capital
- Real assets
  Back
  - Real assets solutions
    
    Deal and relationship management
  - Solutions for Real assets markets
    
    Equity investors
    
    Developers
    
    Credit investors and lenders
    
    Limited partners

Why Intapp

Back

- Company
  Back
  - About Intapp
    
    Our people
    
    Leadership
    
    Working at Intapp
    
    Brand
    
    Office locations
  - Company resources
    
    Investors site
    
    Events hub
    
    News room
    
    Careers
    
    Contact us
- Data foundation
  Back
  - Data foundation
    
    Applied AI
    
    Data architecture
    
    Integrations
- Cloud infrastructure
  Back
  - Cloud infrastructure
    
    Cloud security
    
    Cloud compliance
    
    Cloud policies
    
    Cloud system status
- Partner ecosystem
  Back
  - Partner ecosystem
    
    Find a partner
    
    Strategic partners
    
    Data partners
    
    Implementation partners
    
    Technology and integration partners
    
    Services partners
- Client success
  Back
  - Client success
    
    Our clients
    
    Case studies
    
    Technical support
    
    Community
    
    University
    
    DealCloud Ambassador Program
- Services
  Back
  - Intapp services
    
    Implementation services
    
    Intapp Pro
- Trust
  Back
  - Compliance and data protection
    
    Privacy policy
    
    Cookie policy
    
    Legal policy
    
    Intapp code of business conduct
    
    Data processing addendum
    
    Vendor DPA
    
    Sub-processors
    
    Group members
    
    Cloud system status

Login

Back

Intapp DealCloud login

Schedule a demo

Search this site

Login

Intapp DealCloud login

Schedule a demo

Resources
/ Webinar
/“Beyond CRM: How Financial Services Firms Are Transforming Operations with Technology” webinar

Webinar

“Beyond CRM: How Financial Services Firms Are Transforming Operations with Technology” webinar

September 10, 2020

Financial services
Intapp DealCloud

Footer

Industries

Accounting
Consulting
Corporate
Investment banking and advisory
Legal
Private capital
Real estate

Data foundation

Applied AI
Data architecture
Integrations

Cloud infrastructure

Cloud security
Cloud policies
Cloud compliance
Cloud system status

Products

DealCloud
Intapp DealCloud
Compliance
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake
Intapp Terms
Intapp Walls
Time
Intapp Time
Intapp Billstream
Collaboration
Intapp Collaboration
Intapp Workspaces
Intapp Assist
Intapp Assist for DealCloud
Intapp Assist for Terms

Partners

Become a partner
Find a partner
Technology and integration partners
Data partners
Implementation partners

Learning

Case studies
Resource library
Blog
DealCloud Ambassador Program

Support

Client community
University
Documentation
Contact support

Company

About Intapp
Investors
Careers
News
Events
Email subscriptions
Intapp LinkedIn

Contact us

Office locations
U.S.
+1 650.852.0400
U.K.
+44 0 845.834.0120
APAC
+61 2.9290.8563

© 2025 Integration Appliance, Inc. All rights reserved. Intapp, OnePlace, and DealCloud are registered trademarks of Integration Appliance, Inc., or its subsidiaries. Various trademarks held by their respective owners.

Privacy Trust Do not sell

Consent Preferences