intapp
Intapp is a software company offering purpose-built business applications and an AI & data platform for professional services and regulated industries to manage deals, risk, compliance, time and billing, collaboration, and firm growth.
intapp is business intelligence software teams evaluate for creative & design. Use this page to review pricing, integration signals, and the best alternatives before you commit.
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Quick Overview
Best for: Creative & Design
What it does
Business Intelligence software for decision-makers comparing workflow fit and alternatives.
Best fit
Creative & Design
Pricing snapshot
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Next step
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intapp
Intapp provides a suite of business applications and an AI & data platform designed for professional services and regulated industries. The offering includes deal and relationship management, compliance and conflicts management, intake and terms systems, time and billing, collaboration and workspaces, and industry-specific solutions for accounting, legal, private capital, investment banking, consulting and real assets. Intapp positions AI as a core capability (Firm AI, Intapp Celeste, Intapp Assist) to help firms win new business, manage risk, and drive profitability.
Intapp: AI-powered software for professional and financial services firms to drive growth and manage risk.
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Claim this page for a one-time $29 to add pricing, features, screenshots, verified owner details, and a clearly labeled 30-day category position after the profile is live.
Claim this listing for $29Key Features
Deal and relationship management (CRM)
DealCloud and related products for pipeline, deal, fundraising, investor relations, and relationship management.
Compliance & Conflicts management
Products for conflicts management, ethical walls, anti-money laundering, partner attestation and related compliance workflows (Intapp Conflicts, Employee Compliance, Walls).
AI & Data Platform
Applied AI capabilities including Intapp Celeste, Firm AI, Intapp Assist, and AI document summaries to automate firm workflows and insights.
Time and Billing
Compliant timekeeping, prebilling and billing solutions (Intapp Time, Intapp Billstream) and profitability management.
Intake, Terms and Document Management
New business intake, terms management, properties (TermSheet) and document-focused workflows.
Collaboration & Workspaces
Enhanced Microsoft 365 collaboration, workspaces and tools to support teams and service lines.
Cloud & Integrations
Cloud infrastructure, integrations, partner ecosystem and cloud security/compliance services.
Pricing
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Use Cases
Law firms / Legal departments
Client onboarding, conflicts management, ethical walls, matter management, time and billing, and growth solutions for legal practices.
Accounting firms
Deal and relationship management, client onboarding and continuance, conflicts and personal independence management, and timekeeping.
Private capital and investment firms
Deal and relationship management, code of conduct management, deal conflicts, fundraising and investor relations for private equity, venture capital, hedge funds and limited partners.
Investment banking & corporate finance
Deal and relationship management, opportunity conflicts, and solutions for transaction advisory and placement agents.
Consulting and professional services
Client onboarding, conflicts of interest management, ethical walls, enhanced collaboration and transaction advisory support for consulting service lines.
Integrations
Partner ecosystem
Find a partner, strategic partners, data partners, channel partners, and technology & integration partners to extend Intapp solutions.
Microsoft 365 / Copilot
Enhanced Microsoft 365 collaboration and Microsoft Copilot integrations referenced for productivity scenarios.
Benefits
Limitations
Claim this listing to add transparent limitations.
Frequently Asked Questions
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Getting Started
- 1 Explore product pages for specific offerings (DealCloud, Conflicts, Intake, Terms, Time, Billstream, etc.).
- 2 Schedule a demo using the 'Schedule a demo' link on the site to evaluate products and workflows.
- 3 Contact Intapp or engage their services/implementation team for onboarding, or use provided login links for existing customers.
Support
Schedule a demo
Request a product demo via the 'Schedule a demo' link on the site.
Documentation / Resource library
Resource library, blog, community and client resources are available from the site for product information.
Technical support / Login
Technical support and product access via region-specific login links (Intapp DealCloud login, Intapp Properties login).
Contact
Contact us and company pages available from the site for sales and services inquiries.
API
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