Intapp

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Intapp is an AI-powered software solution that helps professional firms manage risk, drive profitability, and win new business. It offers specialized tools for accounting, consulting, investment banking, legal, private capital, and real assets industries.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Technical

About

What is Intapp?

Intapp provides AI-powered software solutions specifically designed for professional and financial services firms. The platform aims to enhance operational efficiency, manage risk, and drive profitability through various modules like Intapp Celeste for firm AI, Intapp Assist for deal management, and Intapp Time for compliant timekeeping. It offers tailored solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real assets, addressing specific needs like client acceptance, conflict management, deal origination, and regulatory compliance. Intapp's tools help firms streamline workflows, automate tasks, and gain deeper insights to improve client service and business growth.

Best used for

Ideal for professional firms in regulated industries who need to manage client relationships, automate compliance processes, and optimize profitability. Especially valuable for legal, accounting, and investment banking firms seeking to streamline operations and mitigate risk with AI-powered solutions.

Common actions

manage client relationships

automate compliance

optimize profitability

streamline deal flow

Capabilities

Key features

AI & Data Platform
Firm AI (Intapp Celeste)
DealCloud for CRM
Intapp Time for billing
Conflict management
Compliance automation

Target Audience

lawyeraccountantstartup foundersales rep

Integrations

microsoft-365outlookteams

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check intapp.com for current pricing.

FAQs

What industries does Intapp specifically cater to?

Intapp provides tailored AI-powered software solutions for a range of professional services industries, including accounting, consulting, investment banking, legal, private capital, and real assets. Each solution addresses the unique operational and compliance needs of these sectors.

How does Intapp help with risk management?

Intapp offers features like automated conflict detection, ethical wall management, and continuous monitoring for independence issues. These tools help firms identify and mitigate potential risks early, ensuring compliance with regulatory requirements and protecting sensitive client data.

Can Intapp assist with client acquisition and relationship management?

Yes, Intapp DealCloud provides relationship management (CRM) capabilities, business development tools, and pipeline management. It uses AI to synthesize market signals and client intelligence, helping firms identify high-probability mandates and expand their networks effectively.

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Workflow Automation HR & Recruiting Document Management Legal & Compliance Team Collaboration Startup Tools

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Also listed in

This tool also appears in

Marketing & Growth › CRM & Deal Management Finance › Risk & Fraud Detection

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