intapp

intapp

Intapp provides specialized software solutions designed to streamline business processes, risk management, compliance, and collaboration for professional services firms, including legal, accounting, consulting, investment banking, and private capital markets.

intapp is business intelligence software teams evaluate for business intelligence. Use this page to review pricing, integration signals, and the best alternatives before you commit.

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#223 in Business Intelligence (223 tools)
Added 0 year ago
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Quick Overview

Best for: Business Intelligence

What it does

Business Intelligence software for decision-makers comparing workflow fit and alternatives.

Best fit

Business Intelligence

Pricing snapshot

Contact for pricing

Next step

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intapp

Intapp offers a comprehensive suite of software products tailored to meet the needs of professional and financial services firms. Their solutions focus on areas such as deal and relationship management, compliance, risk management, timekeeping, billing, collaboration, and data foundation. Intapp's platform integrates with Microsoft 365 and other third-party data providers to enhance productivity and security. The company serves a wide range of industries including legal, accounting, consulting, investment banking, private capital, and real assets. Intapp aims to help firms improve operational efficiency, manage risk, and drive growth through intelligent technology.

Intapp: AI-powered software for professional and financial services firms to drive growth and manage risk.

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Key Features

DealCloud Platform

A CRM and deal management platform that supports relationship management, business development, marketing, pipeline and deal management, fundraising, and investor relations.

Compliance Solutions

Includes products like Intapp Conflicts, Employee Compliance, and Terms to manage conflicts of interest, employee compliance, outside counsel guidelines, and ethical walls.

New Business Intake

Configurable questionnaires and embedded third-party data to accelerate and risk-assess new business intake processes.

Time and Billing

Compliant timekeeping and prebilling solutions to capture work time accurately and streamline billing approvals.

Collaboration Tools

Secure, matter-centric workspaces integrated with Microsoft 365 to enhance collaboration and content management.

Risk and Compliance Management

Tools to support anti-money laundering, lateral hire onboarding, partner attestation, and ethical walls enforcement.

Data Foundation

A robust data infrastructure that supports integrations and analytics for professional services firms.

Pricing

Claim this listing to add current pricing tiers.

Use Cases

Legal Firm Compliance

Manage conflicts of interest, outside counsel guidelines, and ethical walls to protect firm reputation and client trust.

Deal and Relationship Management

Track and manage client relationships, deal pipelines, and fundraising activities across investment banking, private capital, and consulting firms.

Timekeeping and Billing

Capture and approve time entries and prebills efficiently to improve revenue cycle management.

New Business Intake and Risk Assessment

Streamline client onboarding with configurable questionnaires and embedded data to make informed risk decisions.

Collaboration Enhancement

Enable secure, matter-centric collaboration within Microsoft 365 environments for professional services teams.

Integrations

Microsoft 365

Integration for secure, matter-centric collaboration and content management.

Microsoft Teams

Integration with Intapp Assist to enhance communication and data access.

Third-party Data Providers

Embedded data content to support risk assessment and business intake processes.

Benefits

Improved operational efficiency through integrated and automated workflows.
Enhanced risk management and compliance to protect firm reputation.
Centralized data and relationship intelligence for better decision-making.
Streamlined timekeeping and billing processes to accelerate revenue.
Secure collaboration tailored to professional services needs.

Limitations

Pricing details are not publicly disclosed and require direct contact for quotes.
Specific API availability and technical documentation are not detailed on the website.

Frequently Asked Questions

What industries does Intapp serve?
Intapp serves professional services industries including legal, accounting, consulting, investment banking, private capital, and real assets.
Does Intapp offer solutions for compliance management?
Yes, Intapp provides products for conflicts management, employee compliance, outside counsel guidelines, and ethical walls.
Can Intapp integrate with Microsoft 365?
Yes, Intapp integrates with Microsoft 365 to provide secure collaboration and content management tailored to professional services.
Is there a demo available for Intapp products?
Yes, you can schedule demos for various Intapp products directly through their website.
Does Intapp provide timekeeping and billing solutions?
Yes, Intapp offers compliant timekeeping and prebilling solutions to help firms capture and approve work time efficiently.

Getting Started

  1. 1 Visit the Intapp website and explore product offerings relevant to your industry.
  2. 2 Schedule a demo for specific products such as DealCloud, Conflicts, or Intake.
  3. 3 Engage with Intapp's resource library, community, and support to implement solutions tailored to your firm.

Support

Contact page

Access support and contact information via https://www.intapp.com/contact-us/

Resource library

Extensive resources, blogs, and community forums available for product users.

Community

User communities for various Intapp products to share knowledge and best practices.

API

Available: No
Documentation:

API documentation information is not available on the website.

Rate Limits:

Rate limit information is not available.

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