Our DealCloud managed services provide an assigned consultant familiar with your configuration, day-to-day platform administration, recurring data hygiene, and release management covering every DealCloud and Intapp update before it reaches your users. Support tiers are matched to the level of cover your firm requires.
AT A GLANCE
Engagement
Ongoing retainer, with support tiers matched to the level of cover you need.
Model
Fully managed, or co-managed alongside your internal platform owner.
Best suited to
Firms operating DealCloud without dedicated internal administration.
What DealCloud platform administration covers
DPA’s DealCloud managed services put day-to-day platform administration on a retainer. An assigned consultant handles user and access changes, configuration updates, reports and dashboards, and recurring data hygiene. Every new DealCloud and Intapp release is tested against your configuration before it reaches your users.
Tiered support with an assigned consultant
One team that knows your instance, on hand when something comes up.
Support tiers matched to the level of cover you need
An assigned consultant who knows your setup
Issue triage and resolution
New-user onboarding and refresher training
User administration, configuration and reporting
The day-to-day admin that would otherwise sit with your internal team.
User provisioning and access management
Role, permission and visibility group changes
Configuration updates on request
New reports and dashboards, plus upkeep of existing ones
Recurring data hygiene and quality assurance
Your data stays reliable between the big cleanups, not just at go-live.
Data hygiene checks and standardisation
Recurring bulk imports
Duplicate monitoring, with cleanup through the Merge Accelerator when needed
Data quality reporting
Proactive management of platform updates and new features
Every release is handled before it reaches your users.
Testing new DealCloud and Intapp releases ahead of rollout
Enabling and configuring new features
Clear change communication to your team
Guidance on getting value from each update
How does DealCloud managed services start and run?
Two steps to take over the instance, then three that repeat for as long as the retainer runs.
01
Transition
Instance, configuration and open items documented
02
Establish
Cover level, cadence and escalation agreed
03
Administer
Users, configuration, reports and dashboards
04
Maintain
Hygiene, imports, duplicate monitoring and QA
05
Advance
Release testing, feature enablement, change communication
The impact of dedicated platform administration
Administration transferred.
Platform administration moves from your deal team and IT function to a named consultant accountable for delivery.
Continuity of knowledge.
An assigned consultant familiar with your configuration handles requests, so context does not have to be re-established each time.
Cover proportionate to your instance.
Support tiers are matched to user numbers and the rate of configuration change, so you are not paying for cover you do not require.
Data quality maintained.
Hygiene checks, duplicate monitoring and quality reporting operate on a defined cycle, so issues are identified ahead of a fundraise rather than during one.
Releases managed in advance.
New DealCloud and Intapp releases are tested and configured ahead of rollout, with changes communicated to your users.
Why choose DPA for DealCloud managed services
An assigned consultant rather than a ticket queue
The same consultant knows your configuration, workflows and history, so requests do not begin from zero.
Data hygiene included in the retainer
Administration services commonly stop at users and permissions. Ours includes recurring hygiene checks, duplicate monitoring and data quality reporting.
Releases tested before user rollout
Every DealCloud and Intapp release is tested against your configuration, with new features enabled deliberately rather than by default.
Cover that scales with the firm
Support tiers are matched to your instance, and larger projects are quoted separately so the retainer remains predictable.
DealCloud managed services: frequently asked questions
Most firms retain an internal platform owner to set priorities, while day-to-day administration sits with us. Firms with an existing administrator typically use the retainer for cover, data hygiene and release testing.
Tiers are matched to the level of cover your firm requires, based on user numbers and the frequency of configuration change. The tier is scoped with you and set out in the statement of work.
Yes. We begin by documenting your instance, its configuration, data quality and open items, then agree the run book and service cadence before assuming day-to-day administration.
We test the release against your configuration ahead of rollout, enable and configure the features suited to your workflows, communicate the change to your users, and advise on applying it effectively.
Other DealCloud service packages
New to DealCloud
Implementation & Onboarding
We configure DealCloud to your firm's operating model and take responsibility for the build, data migration and rollout.
Explore implementation →Data health
Bulk Deduplication & Merge Accelerator
A controlled remediation of duplicate records, tested and fully reversible, executed only on your approval.
Explore the Merge Accelerator →Partnership
Intapp DealCloud × DPA
How the partnership works and all three DealCloud service packages.
About the Intapp DealCloud partnership →
