Intapp

By Intapp, Inc.
Practice Management Client Intake & CRM Risk Management Legal Operations Conflict Checking AI-Driven

Intapp provides an "Industry Cloud" platform tailored to the specific needs of high-stakes, relationship-driven professional services firms. Its solutions aim to connect people, processes, and data across the firm. Key areas include managing the client and deal lifecycle (DealCloud CRM), ensuring risk management and compliance (Conflicts checking, Terms of Business management), and optimizing operations. Intapp heavily invests in "Applied AI," embedding artificial intelligence and machine learning throughout its platform to automate tasks, provide insights, and improve decision-making. This includes AI for conflicts checking, identifying relationship connections, enriching firm data, and generative AI features (Intapp Assist) to automate tasks like summarization and drafting within workflows.

Key Information

Pricing

Model: SaaS subscription, enterprise licensing model. Requires contacting vendor.

Starting at: Not publicly disclosed.

Free Plan: Not Available

Trial: Not Available

Audience

Primary: Law Firms (Mid-sized to Large), Accounting Firms, Consulting Firms, Investment Banks, Private Capital Firms.

Secondary: Legal Operations, Risk & Compliance Teams, Business Development/Marketing Teams, IT Departments in target firms.

Use Case

Client Relationship Management (CRM) / Deal Management (DealCloud), Risk Management & Conflicts Clearance.

Pros & Cons

Advantages

  • Tailored specifically for target industries
  • Integrated suite reduces tool fragmentation
  • Strong AI features designed for professional workflows
  • Robust risk and compliance tools
  • Publicly traded company with established track record.

Limitations

  • Primarily focused on larger firms/enterprises (can be complex and expensive)
  • Implementation can be significant
  • May be overkill for smaller firms with simpler needs.

AI Capabilities

  • Applied AI/ML for conflicts analysis
  • Relationship mapping
  • Data enrichment. Generative AI (Intapp Assist) for summarization
  • Narrative generation
  • Email drafting
  • Q\&A within platform context.

Integrations

  • Integrates with Microsoft 365 (Outlook, Teams, etc.)
  • Major ERP systems
  • HR systems
  • Document management systems (iManage, NetDocuments)
  • Other relevant business applications. Offers integration platform capabilities.

Unique Features

  • Deep industry specialization (professional & financial services)
  • Integrated platform approach ("Industry Cloud")
  • Significant investment in applied AI tailored to industry workflows
  • Strong market position in conflicts and deal management.
Visit Official Website

Disclaimer: Information accuracy is not guaranteed. Always verify details directly with the provider and consult with qualified professionals before making decisions. This tool is not a substitute for legal advice.