
DealCloud
by Intapp (Previous known as DealCloud)
Acquired by InTapp on Aug 13, 2018
DealCloud is a cloud-based relationship and deal management platform designed to help law firms centralize and streamline business development, client engagement, and deal execution. It enables legal professionals to manage communications, data, and workflows across teams and matters.
Communication
DealCloud supports targeted email outreach and email marketing, enabling firms to segment contacts, distribute personalized messages, and track engagement. These tools are designed to support client development and marketing campaigns with more precision.
Data Management
The platform allows for custom workflow automation, helping teams reduce manual processes and maintain consistency across activities. DealCloud includes tools for structured data management, document ingestion, and enrichment of company and contact records. Users can build and maintain dynamic target lists based on firm criteria and market intelligence, supporting strategic outreach and business development initiatives.
Productivity and Insights
DealCloud provides relationship intelligence features that help users understand the strength and history of interactions across the firm. Advanced search capabilities allow teams to quickly locate relevant contacts, opportunities, or documents. Notifications keep users informed of key updates or activity changes, while built-in reporting and analytics tools support pipeline tracking, performance measurement, and executive oversight.
Intapp Assist for DealCloud
This feature adds AI-powered functionality, including relationship signal detection, summarization of unstructured data (such as meeting notes or emails), automatic generation of content for outreach or reporting, and contextual recommendations. These capabilities are designed to reduce manual effort, improve data completeness, and support faster, more informed decision-making.
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