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.

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Initial release

April 25, 2024

Initial release of Intapp.

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Pros and 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

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

View 44 more pros

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

View 2 more cons

Q&A

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.

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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.

For what purpose are Intapp Intake, Intapp Terms, and Intapp Walls specifically designed?

The tools - Intapp Intake, Intapp Terms, and Intapp Walls are specifically designed to manage various aspects of client interactions and workflows. Intapp Intake optimizes client onboarding, Intapp Terms manages client working terms, and Intapp Walls erects ethical information barriers.

What services does Intapp's 'Collaboration' category include?

The 'Collaboration' category of Intapp includes tools like Intapp Documents and Intapp Workspaces, designed to provide robust document management solutions and facilitate collaborative workspace environment.

Can Intapp schedule demos for a hands-on experience of its tools?

Yes, Intapp schedules demos for users who want a hands-on experience to understand the functionality of their tools and services.

Which specific industries does Intapp's solutions cater to?

The specific industries Intapp's solutions cater to include Accounting, Consulting, Corporate, Investment Banking sectors, Legal sector, and Private Capital markets.

What tools does Intapp offer for law firms?

Intapp offers various tools for Law firms including solutions for Anti-money laundering, Client Development, Conflicts of Interest Management, Compliant Timekeeping, Ethical Walls Compliance, New Business Intake, and Outside Counsel Guideline Compliance.

Does Intapp offer any anti-money laundering tools?

Yes, Intapp provides a specific tool for law firms to tackle Anti-Money Laundering, as part of their robust tools suite designed to meet unique requirements of law firms.

How does Intapp handle corporate counsel matter management in corporate sectors?

For the Corporate sector, Intapp provides specific tools for Corporate Counsel Matter Management. These tools equip the corporate counsel to handle legal matters efficiently within the framework of the firm's policies and the prevailing law.

What features are included in Intapp's 'Time' category?

Intapp's 'Time' category includes two main tools - Intapp Billstream and Intapp Time – that focus on Billing and Time tracking, ensuring effective management of billing cycles and timekeeping practices, respectively.

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