Intapp: AI-Powered Solutions for Professional and Financial Services

Intapp

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Type:
Website
Last Updated:
2025/09/21
Description:
Intapp provides AI-powered software solutions for professional and financial services firms. Enhance your team, relationships, and reduce risk with tailored cloud-based solutions.
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professional services
financial services
AI solutions
cloud solutions
DealCloud

Overview of Intapp

Intapp: AI-Powered Solutions for Professional and Financial Services

What is Intapp?

Intapp is a leading global provider of AI-powered software solutions designed for professional and financial services firms. They empower firms to discover, win, and execute new business by connecting firm and industry knowledge.

How does Intapp work?

Intapp leverages the power of AI, built on Microsoft Azure, to provide tailored cloud-based solutions for various industries. Their core technology strategy focuses on:

  • Data Foundation: Meeting industry-specific data, integration, and security needs.
  • Cloud Infrastructure: Secure data with Microsoft Azure's stability and dedicated support.
  • Partner Ecosystem: Accessing a network of data, technology, and service partners.

How to use Intapp?

Intapp offers a suite of products catering to specific needs:

  • DealCloud: A data-powered platform for executing at the highest level, going beyond traditional CRM.
  • Compliance Solutions: Evaluating new business, onboarding clients, and monitoring relationships for compliance with Intapp Conflicts, Employee Compliance, Intake, Terms, and Walls.
  • Collaboration Tools: Supporting modern ways of working, minimizing information governance risk, and improving client service delivery with Intapp Collaboration and Workspaces.
  • Time Management: Automating timekeeping, reducing write-offs, maximizing realization, and increasing client satisfaction with Intapp Time and Billstream.

Why is Intapp important?

Intapp helps professional and financial services firms:

  • Multiply opportunity with connected firm and industry knowledge.
  • Move fast, modernize operations, and win more business.
  • Empower teams, strengthen client relationships, and reduce risk.

Who is Intapp for?

Intapp is ideal for:

  • Accounting firms
  • Consulting firms
  • Investment banking and advisory firms
  • Legal firms
  • Private capital firms
  • Real asset firms

Best way to improve efficiency in professional services?

Intapp's suite of AI-powered solutions, particularly DealCloud, helps to create more efficient and data-driven processes within professional service firms. By automating tasks, improving collaboration, and mitigating risk, Intapp enables these firms to:

  • Close deals more efficiently
  • Meet compliance requirements effectively
  • Increase visibility and collaboration across teams

In essence, Intapp is the industry cloud designed for professionals, leveraging AI and data connectivity to drive growth and optimize performance. Firms can schedule a demo to explore specific solutions for their needs.

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