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Intapp

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Enterprise AI and data platform for professional and financial services firms, covering deal management, compliance and time/billing.

What it does

Intapp builds industry-specific software for professional and financial services firms such as law, accounting, consulting, investment banking and private capital. Its 'Firm AI' platform and products (DealCloud CRM, Conflicts, Intake, Time, Walls) help firms win business, manage risk and drive profitability.

How to use: Intapp offers a suite of products tailored to specific industries and needs. Users can explore solutions by industry or product category, such as DealCloud for deal management, Intapp Conflicts for compliance, or Intapp Time for timekeeping. Each product page provides resources like demos, libraries, blogs, and community forums to help users understand and implement the software.

Core features

DealCloud relationship and deal management (CRM)
Risk and compliance (conflicts, intake, ethical walls)
Compliant timekeeping and billing
Agentic Firm AI platform (Celeste)
Microsoft 365 and Copilot integrations
Industry-specific solution sets

Best for

→Managing deals and client relationships at professional firms
→Automating new-business intake and conflicts checks
→Compliant timekeeping and prebilling
→Portfolio and relationship management for private capital
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