Intapp | Intelligence Applied

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Intapp | Intelligence Applied is an AI-powered industry cloud platform designed for professional and financial services firms to drive growth, improve outcomes, and reduce risk.
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https://dealcloud.com/
Intapp | Intelligence Applied

Product Information

Updated:Jun 16, 2025

Intapp | Intelligence Applied Monthly Traffic Trends

Intapp | Intelligence Applied experienced a 19.5% decline in traffic, which could be attributed to the recent focus on DealCloud Activator for legal clients, potentially limiting broader adoption. Additionally, FINTRX's new CRM integration with DealCloud might have affected traffic as users transition to integrated workflows.

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What is Intapp | Intelligence Applied

Intapp | Intelligence Applied is a comprehensive software solution that brings together automation, intelligence, and industry-specific capabilities to help professional and financial services firms optimize their operations. Built on Microsoft Azure, it offers a suite of products including DealCloud for relationship and pipeline management, compliance tools, collaboration solutions, and time tracking applications. Intapp serves over 2,550 client firms worldwide, including 95% of the Am Law 100 and 1,700+ private capital and investment banking firms.

Key Features of Intapp | Intelligence Applied

Intapp | Intelligence Applied is a comprehensive cloud-based software solution designed for professional and financial services firms. It offers AI-powered tools for deal and relationship management, compliance, collaboration, and time tracking. The platform integrates firm and market data to provide actionable insights, streamline workflows, and drive business growth across industries like accounting, consulting, investment banking, legal, and private capital.
AI-Powered Deal and Relationship Management: Centralize and analyze client data, track pipelines, and strengthen relationships using artificial intelligence and predictive insights.
Compliance and Risk Management: Quickly evaluate new business opportunities, onboard clients, and monitor relationships for compliance using automated tools.
Enhanced Collaboration: Support modern work practices, minimize information governance risk, and improve client service delivery through integrated Microsoft 365 tools.
Automated Timekeeping and Billing: Streamline time tracking, reduce write-offs, maximize realization, and increase client satisfaction with AI-assisted tools.
Industry-Specific Solutions: Tailored cloud-based solutions designed to meet the unique needs of different professional and financial services sectors.

Use Cases of Intapp | Intelligence Applied

Investment Banking Deal Management: Track deals, manage relationships, and analyze market data to identify and execute high-value transactions more effectively.
Law Firm Client Development: Leverage relationship intelligence and marketing automation to nurture client relationships and win new business.
Private Equity Fund Management: Streamline fundraising, deal sourcing, and investor relations processes with centralized data and workflow management.
Accounting Firm Practice Management: Improve client onboarding, manage conflicts of interest, and optimize resource allocation across service lines.
Consulting Firm Project Execution: Enhance collaboration, track billable hours, and manage client engagements more efficiently from start to finish.

Pros

Comprehensive suite of integrated tools tailored for professional services
AI-powered insights and automation to drive efficiency and growth
Industry-specific solutions to address unique sector challenges
Strong focus on data security and compliance

Cons

May require significant implementation and training efforts
Potential for high costs, especially for smaller firms
Some features may be overly complex for simpler use cases

How to Use Intapp | Intelligence Applied

Sign up for an Intapp DealCloud account: Go to the Intapp website and sign up for a DealCloud account to access the platform.
Log in to Intapp DealCloud: Use your credentials to log in to the DealCloud platform through the appropriate regional login page (US, EU, AE, or AP).
Set up your firm profile: Enter your firm's information and customize settings to align with your business needs.
Import or enter contact and deal data: Add your existing contact and deal information into the DealCloud CRM system.
Configure relationship management tools: Set up relationship tracking, activity capture, and communication logging features.
Create deal pipelines and workflows: Build customized deal stages and processes to manage your firm's transactions.
Set up reporting and analytics: Configure dashboards and reports to gain insights into your firm's performance and pipeline.
Integrate third-party data sources: Connect external data providers like DataCortex to enrich your firm's proprietary data.
Train team members: Utilize Intapp DealCloud University resources to onboard and train users on the platform.
Leverage AI capabilities: Explore and implement Intapp's Applied AI features to enhance decision-making and automate processes.

Intapp | Intelligence Applied FAQs

Intapp DealCloud is 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. It's designed for professional and financial services firms to help them discover, win, and execute new business opportunities.

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Analytics of Intapp | Intelligence Applied Website

Intapp | Intelligence Applied Traffic & Rankings
263.9K
Monthly Visits
#161047
Global Rank
#308
Category Rank
Traffic Trends: Jun 2024-May 2025
Intapp | Intelligence Applied User Insights
00:05:10
Avg. Visit Duration
4.18
Pages Per Visit
24.55%
User Bounce Rate
Top Regions of Intapp | Intelligence Applied

  1. US: 99.04%

  2. IN: 0.76%

  3. FR: 0.05%

  4. NL: 0.05%

  5. SG: 0.03%

  6. Others: 0.07%