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Intapp ✓

AI-powered solutions for professional services.

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AI-powered Software Professional Services Conflict-of-Interest Management
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Ethical Compliance Law Firms Tools Legal Sector Knowledge
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Verdict

A quick read before you dig into the full page.

Best if
AI-powered solutions for professional services
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Not beginner friendly
Pick this when
Industry-specific solutions

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Overview

Intapp is an AI-powered software solution primarily designed for professional sectors which include accounting, consulting, corporate, investment banking, and legal.

The platform offers a suite of applications, each with unique capabilities. DealCloud focusses on relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, as well as experience management.

Intapp Conflicts and Intapp Employee Compliance both target ethical and workplace compliance. Intapp Intake, Intapp Terms, and Intapp Walls are tools specifically designed to handle different client interactions, due diligence, and ethical information barriers respectively.

Intapp's 'Time' category includes Intapp Billstream and Intapp Time, both focusing on billing and time tracking. In addition, Intapp also provides document management tools and collaborative workspace solutions under its 'Collaboration' category.

The platform's solutions are highly industry-specific, providing conflict-of-interest management for accountants and consulting firms, corporate counsel matter management for corporate sectors, ethical and conflict management in investment banking, and robust tools for law firms including anti-money laundering and client development.

Intapp offers the capacity to schedule demos for a hands-on experience of its tools.

Intapp website

Access & connections

Where you can use Intapp.

Platforms

Web

Pros & cons

Pros

  • Industry-specific solutions
  • Range of applications
  • Deal and relationship management
  • Ethical and workplace compliance
  • Client interaction tools
  • Billing and time tracking
  • Document management
  • Collaborative workspace solutions
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  • Capability to schedule demos
  • Anti-money laundering tools
  • Conflict-of-interest management
  • Corporate counsel matter management
  • Built on Microsoft Azure
  • Service for various sectors
  • Real assets market solutions
  • Private capital solutions
  • Employee compliance tools
  • Intake management
  • DealCloud platform
  • Resource library for each tool
  • Constant updates for products
  • Secure cloud infrastructure
  • Data architecture and integrations
  • Partner ecosystems
  • Implementation services
  • Automated timekeeping
  • Client onboarding and risk assessments
  • Integrated CRM capabilities
  • Microsoft 365 collaboration enhancement
  • Compliant pre-billing
  • Attestation and declaration management
  • Offer solutions per service lines
  • Personal independence management
  • Lateral hire onboarding
  • Outside counsel guideline compliance
  • Code of ethics management
  • Robust tools for law firms
  • Tools for service line specifics
  • Compliant timekeeping
  • Client development tools
  • Ethical walls compliance
  • Code of conduct management
  • Deal conflicts of interest solutions
  • Corporate finance solutions
  • Transaction advisory solutions
  • Corporate development solutions
  • Compliance and data protection
  • Opportunity conflicts of interest
  • Investors Site and Events Hub

Cons

  • Industry-specific tools
  • Complicated suite of applications
  • Targets mainly professional sectors
  • Limited collaborative workspace solutions
  • Potential data overload
  • Not beginner friendly
  • Lengthy onboarding process

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Releases 1

Initial release April 25, 2024 Current
Initial release of Intapp.

FAQ 12

What industries does Intapp cater to?
Intapp caters to the following industries: Accounting, Consulting, Corporate, Investment Banking, Legal, Private Capital, Real Assets.
What unique capabilities does Intapp's DealCloud offer?
Intapp's DealCloud offers unique capabilities focusing on Relationship Management, Business Development, Marketing, Pipeline and Deal Management, Fundraising and Investor Relations, Experience Management.
Can you explain how the compliance tools like Intapp Conflicts and Intapp Employee Compliance function?
Intapp Conflicts is designed to manage ethical and workplace compliance, aiding in conflict-of-interest evaluation processes. Intapp Employee Compliance, on the other hand, aims at reinforcing compliance with workplace ethics and policies.
How does Intapp manage client interactions?
Intapp manages client interactions through specific tools, namely Intapp Intake and Intapp Terms. Intapp Intake aids in handling different client interactions and enforcing due diligence, while Intapp Terms is a tool designed for managing working terms with clients.
What specific tools does Intapp provide for due diligence?
Intapp handles due diligence through its specific tools - Intapp Intake, which aids in client interactions and Intapp Walls, created for maintaining ethical information barriers.
Can you provide more information about Intapp's Billing and Time Tracking services?
Intapp's 'Time' category includes Intapp Billstream and Intapp Time services. Both these services focus on providing efficient Billing and Time Tracking solutions.
What types of document management tools does Intapp offer?
Intapp provides document management tools and collaborative workspace solutions under its 'Collaboration' category, specifically - Intapp Documents and Intapp Workspace. These solutions facilitate secure file sharing, version controls, and streamlining workspace collaboration.
Does Intapp offer tools for ethical and conflict management specific to investment banking?
Yes, Intapp provides ethical and conflict management tools specific to the Investment Banking sector. It primarily includes tools for Opportunity Conflicts of Interest and Code of Ethics Management.
Is there a demo available to experience Intapp's tools?
Yes, Intapp offers the capacity to schedule demos, giving users a hands-on experience of its diverse range of tools and applications.
What type of AI is used in Intapp software?
Intapp employs Applied AI in its software. This advanced AI technology powers their tools, enabling higher efficiency and precision across various professional services and functions.
How does Intapp manage workplace compliance?
For workplace compliance, Intapp offers Intapp Conflicts and Intapp Employee Compliance tools. They help firms and businesses enforce ethical conduct, promote accountability and tackle any conflict-of-interest issues effectively.
What role does AI play in Intapp's solutions for accounting and consulting firms?
AI plays a pivotal role in Intapp's solutions for Accounting and Consulting firms. By leveraging AI, Intapp provides solutions like Conflict-of-interests Management and Enhanced Microsoft 365 collaboration. These solutions help to automate, streamline operations, and boost decision-making.
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