Intapp

Intapp is an AI-powered ecosystem built for professional services and financial firms. It connects internal firm data with industry insights to support client work, deal execution, and opportunity tracking.

Connected intelligence for legal and financial teams

Intapp is designed for law firms, consultants, investment firms, and private equity funds. It helps teams get a complete view of clients, matters, and transactions while reducing manual data entry and improving reporting accuracy. Built-in AI analyzes the firm’s accumulated knowledge alongside external sources.

Relationship and deal management in one cloud

Intapp covers key workflows in a single environment, keeping client, opportunity, and project information linked and up to date:

• Client relationship management (CRM)
• Deal orchestration and pipeline management
• Conflicts of interest checks
• Risk and compliance workflows
• Billing support

Built on Microsoft Azure

Intapp is delivered as an industry cloud on Microsoft Azure. This supports integration with existing enterprise systems, email, office apps, and data warehouses, which is important for global firms that need scalability and access control.