What It Does: Intapp Software
Intapp is an industry-focused, AI-powered cloud platform built for professional and financial services firms.
It connects firm data, client intelligence, and workflows into one system, helping organizations win new business, manage risk, and work more efficiently-all on a secure Microsoft Azure foundation.
Key Features:
- DealCloud Platform: Centralizes CRM, pipeline, relationship intelligence, and deal management in one place
- AI-Powered Insights (Intapp Assist): Uses AI to surface opportunities, summarize documents, and support faster decision-making
- Compliance & Risk Management: Tools for conflict checks, employee compliance, information barriers, and regulatory controls
- Time & Billing Solutions: Track time, manage billing, and improve financial visibility across teams
- Collaboration Tools: Secure workspaces and firm-wide collaboration designed for client-sensitive environments
- Data Foundation: Industry-specific data model built to integrate securely across systems
- Enterprise-Grade Security: Cloud infrastructure on Microsoft Azure with strong governance and compliance standards
Who Is Intapp For?
- Law Firms: Manage conflicts, client intake, deal intelligence, and collaboration securely
- Accounting Firms: Gain visibility into client relationships, pipeline, and firm performance
- Investment Banks & Private Capital Firms: Track deals, relationships, and opportunities across the lifecycle
- Consulting Firms: Strengthen client intelligence and improve cross-team collaboration
- Professional Services Leaders: Firms that need industry-specific AI, data security, and scalable cloud solutions
Final Thoughts:
Intapp isn’t a general-purpose business tool-it’s purpose-built for firms where relationships, compliance, and data trust truly matter.
If you operate in legal, accounting, consulting, or financial services and need a secure, AI-driven platform to connect your people, data, and opportunities, Intapp is a strong, enterprise-ready choice.
Book a demo if your firm is ready to modernize operations without compromising compliance or control.
