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Save my preferences Accept Powered by The AI-powered deal and relationship intelligence platform Intapp DealCloud The deal and relationship intelligence platform for professional firms Drive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence. Embedded in your workflows. Built for regulated markets. Schedule a demo Secure, compliant AI trusted by leading firms Read our client stories Turn relationships into revenue Private capital Systematize sourcing. Accelerate execution. Run the full investment lifecycle on one AI-powered platform built with industry-leading end-to-end workflows. Fundraising and IR: Manage LP relationships, pipelines, and capital activity in a controlled system of record. Deal sourcing and screening: Surface opportunities from intermediaries and firmwide networks. Focus on the deals most likely to close. Diligence and IC prep: Coordinate workstreams, automate approvals, and maintain audit-ready IC materials. Exit execution: Track buyer coverage, manage processes, and run disciplined exits. Learn more Read the case study Investment banking AI to power your pipeline and win rates Connected intelligence and workflows for better coverage, mandate capture, and execution. Coverage and relationship management: Track client relationships with AI and coordinate coverage across the firm. Origination and business development: Identify deals using market signals and execute targeted outreach. Deal pitching and execution: Prepare pitches with market intelligence and manage engagements through close. Performance analytics and strategy: Monitor opportunities firmwide and deploy resources strategically. Learn more Read the case study Legal Expand your network Win new clients and grow existing relationships. Pursuit management: Manage pursuits from lead to win with AI-driven signals and next-step recommendations. Key account programs: Connect the dots between client relationships and practice areas via AI to reveal cross-sell opportunities. Knowledge and proposal readiness: Produce winning proposals quickly with a centralized experience library and AI-assisted drafting. Marketing and campaign analytics: Plan and run targeted client campaigns using AI to improve precision and prioritize outreach. Learn more Read the case study Accounting AI-powered growth Win new work, expand accounts, and strengthen client engagement with connected intelligence and professional workflows. Pursuit and pipeline management: Track opportunities, coordinate cross-service-line pursuits, and focus on engagements most likely to close. Engagement delivery and collaboration: Monitor live engagements, team capacity, and milestones in real time to protect margins. Strategic client management: Identify expansion opportunities and align partners around targeted outreach backed by engagement data. Knowledge management: Centralize firm expertise and prior engagement experience to deploy the right capabilities to every pursuit. Learn more Read the case study Consulting AI-powered growth Win new work, expand accounts, and strengthen client engagement with connected intelligence and professional workflows. Pursuit and pipeline management: Track opportunities, coordinate cross-service-line pursuits, and focus on engagements most likely to close. Engagement delivery and collaboration: Monitor live engagements, team capacity, and milestones in real time to protect margins. Strategic client management: Identify expansion opportunities and align partners around targeted outreach backed by engagement data. Knowledge management: Centralize firm expertise and prior engagement 
experience to deploy the right capabilities to every pursuit. Learn more Read the case study Agentic AI that knows your business DealCloud continuously analyzes relationships, communications, deal flow, matters, and engagements. It surfaces opportunity, flags risk, and recommends next steps — securely and in context. Relationship intelligence See every connection across your firm to identify opportunities. Zero-entry activity capture Automatically log interactions and meetings from Outlook. Workflow configurability Build flexible workflows that standardize best practices and enforce governance. Data foundation Manage complex business with prebuilt, industry-specific data models and schemas. Data enrichment Automatically enrich your data with Intapp Data and premium market feeds. Relationship intelligence Know who to call — and why AI uncovers warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements. Relationship maps See connections across partners, bankers, investors, and clients. Relationship scores Prioritize coverage based on relationship strength and momentum. Outcome attribution Link mandates, deals, and revenue to the relationships that created them. DealCloud has been instrumental in helping us organize and synthesize information across a wide range of sources. Max Harrington Senior Advisor PAI Partners Read the case study Zero-entry activity capture Capture everything. Enter nothing. Automatically capture emails and meetings to create a complete, shared engagement record. Activity capture Effortlessly create a complete, shared history of engagement across clients, investors, and counterparties. Record creation Generate compliant contact and company records using configurable rules. AI summarization Get instant summaries and next steps for deals, matters, and fundraising. Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive. Paola Yawney Head of Business Development Balfour Pacific Read the case study Workflow configurability Enforce process. Move faster. Standardize how your firm originates, conducts due diligence, and executes with embedded compliance. Configurable workflows Align processes to your operating model with scalable workflows. Automation Trigger tasks, approvals, and escalations with rule-based logic. Embedded compliance Protect sensitive data and collaborate securely with role-based permissions and audit trails. DealCloud is a key tool in helping our people curate their contact book and bring more value to our firm. Mike Beswick BD and Marketing Director Taylor Wessing Read the case study Data foundation Built for how professional firms operate Preconfigured for private capital, investment banking, legal, and advisory — and flexible to fit your model. Industry blueprints Proven structures for deals, matters, fundraising, and engagements. Flexible data model Adapt entities and relationships without custom code. Relational intelligence graph See how people, companies, funds, matters, and deals connect. 8+ hours saved per week on transaction bidder list preparation at FMI Capital Advisors Read the case study Data enrichment Accurate data. No manual effort. Keep records current with automated enrichment from trust providers. Intapp Data Enrich profiles with proprietary firmographic data on more than 14m companies and 200m contacts. Integrated third-party data Automatically populate records with market intelligence from leading providers like Preqin, PitchBook, and FactSet. Governed refresh Control update schedules to keep reporting, AI outputs, and compliance aligned. Learn more about Intapp DealCloud Client Story How Taylor Wessing drives revenue growth with Intapp DealCloud Global law firm Taylor Wessing has built a data-driven culture supporting revenue growth, collaboration and efficiency. The key to building this culture: Intapp DealCloud. Legal Intapp DealCloud Client Story How Haven Capital easily maintains strong relationships with Intapp DealCloud To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors. Real assets Intapp DealCloud Client Story How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud Learn how Hamilton Lane replaced 28 different systems and processes with DealCloud. Capital markets Financial services Private capital Intapp DealCloud Client Story How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution Raymond James Investment Bank division leverages DealCloud to manage deals and relationships more efficiently. Read more. Financial services Investment banking Intapp DealCloud Video Introduction to Intapp DealCloud accelerated deployment Amanda Workman, Intapp DealCloud Industry Cloud Architect, provides an overview of the accelerated deployment package, best practices, and tips for getting started. Financial services Intapp DealCloud Blog Post 3 ways DealCloud supports Activator behaviors In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities. Intapp DealCloud Webinar Look to the future with Intapp DealCloud Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs. Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including: Key product capabilities added in the past year Applied AI in DealCloud DealCloud’s product roadmap and ways to engage and contribute ideas Financial services Intapp Assist Intapp DealCloud Video Fireside Chat with the Carlyle Group and Orrick Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes. Financial services Investment banking Intapp DealCloud Client Story How Taylor Wessing drives revenue growth with Intapp DealCloud Global law firm Taylor Wessing has built a data-driven culture supporting revenue growth, collaboration and efficiency. The key to building this culture: Intapp DealCloud. Read case study Legal Intapp DealCloud Client Story How Haven Capital easily maintains strong relationships with Intapp DealCloud To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors. Read case study Real assets Intapp DealCloud Client Story How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud Learn how Hamilton Lane replaced 28 different systems and processes with DealCloud. Read case study Capital markets Financial services Private capital Intapp DealCloud Client Story How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution Raymond James Investment Bank division leverages DealCloud to manage deals and relationships more efficiently. Read more. Read case study Financial services Investment banking Intapp DealCloud Video Introduction to Intapp DealCloud accelerated deployment Amanda Workman, Intapp DealCloud Industry Cloud Architect, provides an overview of the accelerated deployment package, best practices, and tips for getting started. Watch video Financial services Intapp DealCloud Blog Post 3 ways DealCloud supports Activator behaviors In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities. Read blog Intapp DealCloud Webinar Look to the future with Intapp DealCloud Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs. Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including: Key product capabilities added in the past year Applied AI in DealCloud DealCloud’s product roadmap and ways to engage and contribute ideas Watch webinar Financial services Intapp Assist Intapp DealCloud Video Fireside Chat with the Carlyle Group and Orrick Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes. Watch video Financial services Investment banking Intapp DealCloud Why CIOs, CTOs, and innovators choose Intapp Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms. Compliance and security Market-leading ethical walls, confidentiality, and security for highly regulated firms AI you can trust Transparent AI governance with unified security controls Integrated platform Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows Proven scale, innovation Battle-tested by the world’s largest firms with ongoing platform investment Always-on cloud infrastructure Azure-backed reliability with
multi-region redundancy and tested disaster recovery Integrations made easy Pre-built integrations and partner ecosystem reduce IT burden and TCO Schedule a demo Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster. First name*Last name*Email*Job title*Company name*Message*Most recent form typeMost recent form sub-typeMost recent form industryProduct interestMost recent form business unitMost recent form verticalFullstory URLGoogle Analytics Client IDConversion headquartersConversion countryConversion CDAIntapp needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. 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Save my preferences Accept Powered by About Intapp About us Bringing the power of Applied AI to your firm's professionals Connections. Experiences. Insights. Actions. This is modern intelligence. How you apply this intelligence is your competitive advantage. Intapp brings AI and intelligence straight to your professionals’ fingertips, so your firm can find new opportunities, make smarter decisions, and guard against risk — faster than ever before. That’s Intapp. That’s Intelligence Applied. A history of targeted innovation Most business software wasn’t built for partner-led firms like yours. It was built for companies selling goods, not knowledge professionals navigating fast-changing environments. The professional and financial firms we serve also operate within complex ethical, client, and regulatory obligations. But today’s generic AI solutions fail to address these critical security and privacy needs. That’s why Intapp has been delivering Applied AI solutions, applied to our clients’ real business challenges, for more than a decade. We drive compliant AI advancements, cloud adoption, and modernization across all the markets we serve. And we bring the best ideas and practices of these different industries to one another, helping them grow and thrive. Intapp through the years 2002 Launched the first (no-code) integration solution for professional services firms 2007 Launched Intapp Walls 2008 Launched Intapp Time 2013 Acquired Advanced Productivity Software 2014 Acquired the Frayman Group Launched Intapp Intake and Intapp Conflicts 2015 Entered accounting, financial services, and consulting verticals (2015) 2016 Acquired Rekoop 2017 Established Intapp Strategic Consulting Launched AI-assisted Intapp Terms 2018 Acquired DealCloud Launched AI-assisted review in Intapp Conflicts 2019 Acquired Gwabbit Acquired OnePlace 2020 Launched Intapp Integration Service Committed to sell cloud-based solutions exclusively Launched AI-assisted matter and engagement intelligence 2021 Acquired Repstor Became a publicly traded company Launched AI-assisted relationship intelligence 2022 Launched Intapp Workspaces and Intapp Collaboration Partnered with Microsoft Entered strategic alliance with KPMG Acquired Billstream 2023 Acquired Paragon Data Labs Launched Intapp Employee Compliance 2024 Unveiled new Applied AI capabilities and roadmap Acquired Delphai Acquired Transform Data International 2025 Acquired TermSheet Launched Intapp DealCloud Activator 2026 Launched Intapp Celeste agentic AI platform Launched Intapp Properties Partnered with Harvey Partnered with Anthropic Our community Our clients Intapp serves more than 2,750 clients worldwide, including 96 of the Am Law 100 legal firms, 16 of the top 20 global accounting firms, and more than 1,700 private capital and investment firms. Leadership Led by a management team with deep professional and financial services expertise, we’re focused on delivering value to clients through innovative AI-powered solutions. Our team With deep domain expertise, our diverse global team understands the unique characteristics, complexities, and challenges of the professionals at our client firms. Working at Intapp Our culture emphasizes accountability, responsibility, and growth. We bring our collective expertise and industry knowledge to help our company and clients succeed, supporting each other in a positive, open atmosphere that fosters curiosity, approachability, and teamwork. Partners Our global ecosystem of data, implementation, and strategic partners helps clients maximize the performance and value of their Intapp solutions, assisting with implementation and third-party data and software integrations. Our brand Review our brand guidelines and download high-resolution versions of the Intapp logo for use in media or partner materials. --- Our website uses cookies to give you the most relevant experience by remembering your preferences and repeat visits. By clicking Accept, you consent to the use of all cookies. Cookie policy Customize Accept Customize consent preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more NecessaryAlways active Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data. 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Save my preferences Accept Powered by The power of partnerships with the leading industry cloud Partner ecosystem Power your growth with the Intapp Partner Program Find a partner Become a partner Get an edge with a proven program dedicated to your success The Intapp Partner Program brings the power of the Intapp Intelligent Cloud to professional and financial services firms through an unparalleled ecosystem of data, services, and technology partners. This proven program empowers partners to focus on client success while fueling their own growth. Why work with an Intapp partner? Intapp partners deliver expert guidance, services, and support to help you get maximum value from your Intapp solutions. Find a partner Quality and trust Drive results with certified, trusted experts who meet our shared standards for security, compliance,
and performance. Expertise and value Get more value from your technology investment with partner capabilities and solutions tailored to your firm and industry requirements. Speed and innovation Stay ahead of your competitors with partners that co-innovate with you to anticipate and address future needs quickly. Why become an Intapp partner? Joining the Intapp Partner program gives you the technology and support you need to grow faster and be the partner your clients can’t live without. Become a partner Resources and certifications Benefit quickly from the program with our technology, training, and support, and enhance your expertise with trusted certifications. Opportunities and reach Leverage our ecosystem to uncover new revenue opportunities, enhance your reach, and elevate your brand. Innovation and engagement Spark new ideas and co-innovate on the Intapp platform by engaging with other tech leaders worldwide. Driving innovation in partnership with Microsoft Our strategic alliance with Microsoft brings our clients advanced solutions and insights that help them stay a step ahead. Learn more about our partnership with Microsoft The 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. 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. Data foundation Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals. Learn more about our data foundation Cloud infrastructure Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations. Learn more about our cloud infrastructure --- Our website uses cookies to give you the most relevant experience by remembering your preferences and repeat visits. By clicking Accept, you consent to the use of all cookies. Cookie policy Customize Accept Customize consent preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more NecessaryAlways active Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. 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The cookie is used to store the user consent for the cookies in the category "Performance".Cookie_uetsidDuration1 dayDescriptionBing Ads sets this cookie to engage with a user that has previously visited the website.Cookie_uetvidDuration1 year 24 daysDescriptionBing Ads sets this cookie to engage with a user that has previously visited the website.CookieAWSELBCORSDurationsessionDescriptionThis cookie is used by Elastic Load Balancing from Amazon Web Services to effectively balance load on the servers. Advertisement Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns. Cookiecookielawinfo-checkbox-advertisementDuration1 yearDescriptionSet by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.Cookieyt.innertube::requestsDurationneverDescriptionYouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.Cookieyt.innertube::nextIdDurationneverDescriptionYouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.Cookieyt-remote-device-idDurationneverDescriptionYouTube sets this cookie to store the user's video preferences using embedded YouTube videos.Cookieyt-remote-connected-devicesDurationneverDescriptionYouTube sets this cookie to store the user's video preferences using embedded YouTube videos.CookieYSCDurationsessionDescriptionYoutube sets this cookie to track the views of embedded videos on Youtube pages.CookieVISITOR_PRIVACY_METADATADuration6 monthsDescriptionYouTube sets this cookie to store the user's cookie consent state for the current domain.CookieVISITOR_INFO1_LIVEDuration6 monthsDescriptionYouTube sets this cookie to measure bandwidth, determining whether the user gets the new or old player interface.Cookietest_cookieDuration15 minutesDescriptiondoubleclick.net sets this cookie to determine if the user's browser supports cookies.Cookiesa-user-id-v3Duration1 yearDescriptionTo be able to unique identify a user for retargeting, conversion, or look-a-like purposesCookiesa-user-id-v2Duration1 yearDescriptionTo be able to unique identify a user for retargeting, conversion, or look-a-like purposesCookiesa-user-idDuration1 yearDescriptionTo be able to unique identify a user for retargeting, conversion, or look-a-like purposesCookiesa-u-sourceDuration30 daysDescriptionAttribution and optimizationCookiesa-u-dateDuration30 daysDescriptionAttribution and optimizationCookiesa-r-sourceDuration30 daysDescriptionAttribution and optimizationCookiesa-r-dateDuration30 daysDescriptionAttribution and optimizationCookiesa-camp-*Duration90 daysDescriptionTracks a campaign ID that a user has viewed or clickedCookiesa_aid_pvDuration1 hourDescriptionStores auction ID of a recent ad click (if engagement tracking is enabled on the universal pixel)Cookiesa_*_sidDuration1 hourDescriptionStores Impression ID of each Auction ID of a recent ad click (if engagement tracking is enabled on the universal pixel)Cookiesa_*_adurlDuration1 hourDescriptionStores Region ID of each Auction ID of a recent ad click (if engagement tracking is enabled on the universal pixel)CookieretargetingUIDDuration1 weekDescriptionA unique identifier for the purposes of running 6sense Creative AdsCookieli_sugrDuration3 monthsDescriptionLinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.CookieIDEDuration1 year 24 daysDescriptionGoogle DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.CookiebscookieDuration1 yearDescriptionLinkedIn sets this cookie to store performed actions on the website.CookiebcookieDuration1 yearDescriptionLinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.CookieoptimizelyEndUserIdDuration6 monthsDescriptionOptimizely sets this cookie to store a visitor's unique Optimizely identifier. It's a combination of a timestamp and a random number.CookieMUIDDuration1 year 24 daysDescriptionBing sets this cookie to recognise unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.CookieCMIDDuration1 yearDescriptionCasale Media sets this cookie to collect information on user behaviour for targeted advertising.CookieCMPSDuration3 monthsDescriptionCasaleMedia sets CMPS cookie for anonymous user tracking based on users' website visits to display targeted ads.CookieCMPRODuration3 monthsDescriptionCasaleMedia sets CMPRO cookie for anonymous usage tracking and targeted advertising. Others Other cookies are those that are being identified and have not been classified into any category as yet. Cookiecookielawinfo-checkbox-othersDuration11 monthsDescriptionThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.CookieloglevelDurationneverDescriptionNo description available.Cookieint_vcDuration1 yearDescriptionDescription is currently not available.Cookieint_sDuration1 hourDescriptionDescription is currently not available.Cookie_cfuvidDurationsessionDescriptionDescription is currently not available.Cookieint_pvcDuration1 yearDescriptionDescription is currently not available.Cookieint_pvisitedDuration1 hourDescriptionDescription is currently not available.Cookie__Secure-ROLLOUT_TOKENDuration6 monthsDescriptionDescription is currently not available.CookieoptimizelySessionDuration6 monthsDescriptionDescription is currently not available.CookietvidDuration1 yearDescriptionNo description available.Cookietv_UIDMDuration1 year 1 month 4 daysDescriptionDescription is currently not available.Cookiesuppress-driftDurationpastDescriptionDescription is currently not available.CookieMSPTCDuration1 year 24 daysDescriptionDescription is currently not available. 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