intapp

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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#131 in Business Intelligence (131 tools)
Added 1 year ago
Data reviewed Jul 15, 2026

Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.

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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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Key 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

Claim this listing to add current pricing tiers.

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

Helps firms win new business and manage pipeline and deals through dedicated CRM and DealCloud tooling.
Reduces risk and ensures compliance with conflicts, ethical walls, AML and related policies.
Improves profitability and time-to-bill with integrated timekeeping, prebilling and billing solutions.
Applies AI to automate firm workflows and surface insights (Firm AI, Intapp Assist, AI document summaries).
Supports regulated industries with purpose-built capabilities and cloud/compliance controls.

Limitations

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Frequently Asked Questions

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Getting Started

  1. 1 Explore product pages for specific offerings (DealCloud, Conflicts, Intake, Terms, Time, Billstream, etc.).
  2. 2 Schedule a demo using the 'Schedule a demo' link on the site to evaluate products and workflows.
  3. 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

Available: No

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