Deal and relationship management for consulting firms
Streamline client engagements with unified deal and relationship management
Intapp consulting solutions
Solutions for consulting firms
Solutions for service lines
Access a comprehensive view of your firm’s entire relationship ecosystem to easily identify and track opportunities, fact-track engagement execution, and stay aligned throughout a deal’s pursuit with Intapp DealCloud.
Unify deal and relationship management with Intapp DealCloud for consulting
Boost win rates and improve client outcomes by unlocking a holistic view of relationships, pipeline, and market activity.
Strengthen relationships
Discover and nurture client engagements with valuable relationship intelligence.
Win more business
Identify opportunities and build stronger pitches with a purpose-built solution for consulting firms.
Deliver winning client service
Empower your teams with the tools they need to deliver superior client engagement.
One location to manage pipeline, deal workflows, and corporate development
It was very important to us to find technology that is designed to handle our complex deal and relationship management needs, rather than customize a broad platform. We chose DealCloud as it gives us one location where we can manage pipeline, facilitate deal workflows, and ensure a segregated environment for our corporate development data.
Eric Hamann
Partner and Managing Director
AlixPartners
Streamline deal and relationship management tasks with Intapp DealCloud
Relationship management
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Marketing integration
Track the ROI of your campaigns and events to align your marketing planning and priorities.
Business development
Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits.
Pipeline management
Analyze active pursuits and market trends to drive pipeline and win more deals.
Deal execution and collaboration
Gain a comprehensive, detailed view of team capacity and progress.
Firm knowledge and strategy
Maintain a single source of truth to simplify and automate knowledge sharing across teams.
Leading consulting firms manage their deals and relationships with Intapp DealCloud
Intapp DealCloud features and benefits
Boost team collaboration and improve business outcomes with centralized deal and relationship management.
Optimized relationship intelligence
Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.
Automated workflows, alerts, and reports
Stay up to date with deal to-dos with automated task workflows, notifications, and AI-generated signals.
Integrated third-party data
Enhance proprietary contact and company data with third-party data sources via DataCortex.
AI summaries and recommendations
Save time with AI-generated deal summaries, and make better decisions using AI recommendations that integrate firm and market intelligence.
Dynamic reporting and analytics
Visualize real-time insights and inform deal decision-making with ad hoc and templated reports.
Zero-entry automation capabilities
Drive deal execution and process management with automated data capture.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud
Webinar
Relationship management for sponsor coverage
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