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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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
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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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Claim this listingKey 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
Limitations
Frequently Asked Questions
What industries does Intapp serve?
Does Intapp offer solutions for compliance management?
Can Intapp integrate with Microsoft 365?
Is there a demo available for Intapp products?
Does Intapp provide timekeeping and billing solutions?
Getting Started
- 1 Visit the Intapp website and explore product offerings relevant to your industry.
- 2 Schedule a demo for specific products such as DealCloud, Conflicts, or Intake.
- 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
API documentation information is not available on the website.
Rate limit information is not available.
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