Intapp - Detailed Review
Legal Tools
Intapp - Product Overview
Intapp Overview
Intapp is a leading provider of AI-powered solutions for professionals in the legal, advisory, and capital markets sectors. Here’s a brief overview of their legal tools, particularly focusing on their AI-driven products.Primary Function
Intapp’s primary function is to help legal professionals manage client relationships, comply with contractual obligations, and streamline various aspects of their practice. The platform integrates AI to make firm and market intelligence easily accessible and actionable.Target Audience
Intapp’s solutions are targeted at law firms, accounting firms, consulting firms, investment banks, and other professional services organizations. Specifically, it serves over 2,650 clients worldwide, including 95 of the Am Law 100 legal firms and 14 of the top 20 global accounting firms.Key Features
Intapp Assist for Terms
This feature includes the Ask Intapp AI tool, which is integrated into Microsoft Teams. It uses conversational queries to provide immediate answers about client contractual obligations, significantly reducing research time for legal professionals. This tool helps streamline compliance with outside counsel guidelines, potentially increasing topline revenue and client satisfaction.DealCloud and Intapp Assist
Intapp Assist is also available for DealCloud, their client relationship management system. This package of AI capabilities includes recommendations, generation of summaries, and tools to help lawyers identify business opportunities, cross-sell across the firm, and generate emails to engage clients more effectively.Lateral Hiring and Onboarding
Intapp offers tools for lateral hiring and onboarding, including AI-assisted conflicts clearance, secure submission of candidate information, and an interactive workflow for sponsor and HR review. These features simplify the onboarding process and help protect the firm’s existing clients and matters from potential conflicts.Target List Building
The Target Builder feature in Intapp DealCloud allows users to create actionable target lists by leveraging firm data. This feature automates target list building workflows, enabling users to quickly pull data, narrow qualified targets with advanced filters, and share the lists with partners and collaborators.Overall Benefits
Intapp’s solutions aim to increase efficiency, reduce non-billable hours spent on administrative tasks, and enhance compliance with client obligations. By providing immediate access to critical information and automating various processes, Intapp helps legal professionals focus on providing expert counsel, accepting new business, and driving revenue. Intapp - User Interface and Experience
User Interface of Intapp
The user interface of Intapp, particularly in its Legal Tools AI-driven product category, is designed to be intuitive and integrated seamlessly with familiar Microsoft 365 applications.
Ease of Use
Intapp Documents for Corporate Legal is built on the Microsoft 365 platform, which means it leverages tools like Microsoft Outlook, Office, and Teams that many legal professionals are already accustomed to. This integration optimizes ease of use, as users can manage matter-centric documents and emails within the same environment they use daily.
User Interface
The interface is characterized by its matter-centric approach, providing a legal productivity desktop that surfaces the necessary tools and information through Microsoft 365. This includes configurable Microsoft Teams workspaces and corresponding folder structures within SharePoint, which are set up to match the unique workflows and company expectations.
User Experience
While the platform is intuitive, it does come with a steep learning curve due to its complexity. However, the user interface is well-designed, making it easier for users to adapt once they become familiar with it. The system supports offline and mobile work, allowing legal professionals to work from anywhere, which enhances flexibility and productivity.
Key Features
- Matter Lifecycle Management: Automate workflows and ensure data consistency throughout the matter lifecycle.
- Collaboration: Rich collaboration capabilities within Microsoft Teams and SharePoint.
- Automation: Routine matter automation from inception to completion, including document creation and e-signing features.
- Reporting and Analytics: Dashboards and real-time reporting provide up-to-date information on matter status throughout the lifecycle.
Engagement
The platform is designed to increase user adoption by providing a familiar and user-friendly environment. It delights users with a legal productivity desktop that integrates seamlessly with the Microsoft 365 tools they use every day, thereby improving the overall user experience and engagement.
In summary, Intapp’s user interface is designed to be user-friendly and integrated with tools that legal professionals are already comfortable using. While it may require some time to learn due to its complexity, the intuitive design and seamless integration with Microsoft 365 make it a valuable tool for streamlining legal operations.
Intapp - Key Features and Functionality
Intapp’s AI-Driven Legal Tools
Intapp’s legal tools, particularly those integrated with AI, offer several key features and functionalities that significantly enhance the efficiency and compliance of legal professionals. Here are the main features and how they work:
Intapp Assist for Terms
Ask Intapp Feature
- This feature uses generative AI to provide immediate answers to questions about client contractual obligations within Microsoft Teams. It integrates with Intapp Terms, the single source of truth for managing client obligations throughout the client lifecycle.
- Benefits: Reduces research time for legal professionals, streamlines compliance with outside counsel guidelines, and potentially increases topline revenue and client satisfaction. For example, Fredrikson & Byron P.A. reported improved efficiency in reviewing outside counsel guidelines.
Integration with Microsoft Teams
- Ask Intapp is accessible as a Microsoft Teams app, allowing users to query and receive answers directly within their familiar collaboration environment.
- Benefits: Enhances accessibility and convenience, making it easier for lawyers, billing analysts, and other professionals to manage client obligations without leaving their primary workspace.
Compliance Management
- Intapp Terms manages contractual obligations from new business intake through time entry and billing, ensuring compliance with outside counsel guidelines throughout the client lifecycle.
- Benefits: Simplifies the process of meeting client obligations, reducing the time spent on administrative tasks and minimizing the risk of billing disputes and client dissatisfaction.
AI-Driven Insights and Automation
- Intapp Assist for DealCloud also brings AI capabilities into legal workflows, although primarily focused on financial and professional services firms. However, the principles apply broadly.
- Features:
- Relationship Signals: Provides AI-driven intelligence on past interactions to personalize outreach.
- Company Recommendations: Offers intelligent suggestions based on firm and market intelligence.
- Summarization: Summarizes key information to save time.
- Narrative Generation: Generates narratives based on data analysis.
- Applied Outreach: Helps in maintaining relationships by suggesting timely and relevant interactions.
- Benefits: Minimizes manual tasks, delivers actionable insights, and helps teams make more informed decisions based on real-time data and market trends.
Data Security and Compliance
- Intapp Walls for Copilot: Ensures that AI tools like Microsoft Copilot do not access sensitive information without proper authorization. It provides visibility and control over the data sources AI is connected to, translating firm policies into native security controls.
- Benefits: Protects firms from reputational, ethical, or regulatory risks by ensuring that AI-driven tools comply with firm policies and security standards.
Matter Management
- Intapp Documents for Corporate Legal: This solution streamlines in-house legal workflows by managing matter instruction, triage, allocation, and ongoing matter management using familiar Microsoft 365 applications.
- Benefits: Provides comprehensive matter-centric document and email management, data-driven reporting, insights, and analytics. It connects people, processes, and data to enhance efficiency, scalability, and productivity for legal professionals.
In summary, Intapp’s AI-driven legal tools focus on streamlining compliance, reducing administrative tasks, and enhancing decision-making through immediate access to relevant information. These features are integrated seamlessly into existing workflows, particularly within Microsoft Teams and Microsoft 365, to improve efficiency and client satisfaction.
Intapp - Performance and Accuracy
Performance and Accuracy
Intapp’s AI solutions, such as Intapp Pricing, leverage AI-based technology and data science to improve financial accuracy and efficiency in legal services. Here are some aspects of their performance:Financial Accuracy and Pricing
Intapp Pricing uses AI to analyze historical matter data, allowing firms to create accurate budget templates and improve pricing strategies. This results in better financial accuracy and increased firm profitability.
Efficiency and Transparency
The software provides automatic categorization of time transactions, giving professionals and clients better transparency into the work done for each matter. This helps in refining processes and discovering efficiencies.
Limitations and Areas for Improvement
While Intapp’s tools show promising performance, there are some broader limitations and areas for improvement that are relevant to AI-driven legal tools in general:Data Quality
The accuracy of AI tools heavily depends on the quality of the training data. If the data is biased or incomplete, the system may produce unreliable results. Ensuring high-quality, up-to-date, and authoritative legal content is crucial.
Hallucinations and Inaccuracies
General-purpose AI models can produce “hallucinated” answers, especially in legal contexts where accuracy is paramount. Specialized legal AI tools, like those from Intapp, need to be grounded in authoritative legal content to avoid such issues.
Security and Privacy
Integrating AI into legal processes can increase vulnerability to cyber threats and raise privacy concerns. Ensuring that sensitive legal information and personal data are protected is essential.
Lack of Human Judgment
AI systems often lack the creativity, judgment, and empathy required for complex legal decision-making. Human oversight is necessary to ensure that AI-generated recommendations are appropriate and aligned with the client’s best interests.
Keeping Up with Legal Changes
AI tools may struggle to keep up with the latest legal changes and updates. Ensuring that the AI system has access to current regulations and legal precedents is vital.
Specific to Intapp
While the provided sources do not delve deeply into specific limitations of Intapp’s AI tools, it is important to consider the general limitations of AI in legal contexts:Cost of Implementation
Implementing AI solutions can be expensive, which may limit accessibility for smaller law firms.
Lack of Personalized Connection
AI cannot replace the personalized touch and client-attorney relationship that human lawyers provide, which is crucial for transparency, trust, and responsiveness.
In summary, while Intapp’s AI-driven tools demonstrate strong performance in areas like financial accuracy and efficiency, it is crucial to address the broader limitations of AI in legal contexts, such as data quality, security, and the need for human oversight.
Intapp - Pricing and Plans
Pricing Structure of Intapp’s AI-Driven Legal Tools
Custom Pricing
Intapp does not provide public pricing information. Instead, they offer custom pricing based on the specific needs and size of the firm. This means that the cost will vary depending on the firm’s requirements and the modules selected.No Free Plans or Trials
Intapp does not offer a free plan or a free trial for their services. This is a common approach for enterprise-level software solutions that are highly customized to meet the unique needs of each client.Features and Modules
While the pricing is custom, the features and modules available through Intapp include:- Matter Lifecycle Management: Automating workflows, improving collaboration, and ensuring data consistency.
- Risk & Compliance: Managing risk, monitoring compliance, and protecting sensitive data.
- Client Lifecycle Management: Engaging clients, managing relationships, and delivering exceptional service.
- Integration: Connecting with other legal tools and applications for seamless workflows.
- Customizability: Allowing firms to tailor solutions to fit their specific needs.
Support and Implementation
Intapp provides various support options, including 24/7 online support, dedicated account management, and professional services. These support options are particularly beneficial for mid-sized to large law firms that require customized implementation and ongoing support.Conclusion
In summary, Intapp’s pricing is highly customized and based on the firm’s specific requirements, with no free plans or trials available. The features and support are designed to meet the unique needs of mid-sized to large law firms. If you need precise pricing, you would need to contact Intapp directly for a quotation. Intapp - Integration and Compatibility
Integrations with Common Legal Tools
Intapp offers prebuilt integrations with several popular tools in the legal industry. For instance, it integrates seamlessly with Microsoft Office, allowing for efficient document creation and management. It also integrates with Microsoft Teams, enhancing collaboration and communication within the firm.
Other notable integrations include:
- NetDocuments: Intapp connects with NetDocuments, a cloud-based document management system, enabling legal professionals to create, edit, store, and collaborate on documents from any device.
- Salesforce: Intapp integrates with Salesforce for customer relationship management, providing a comprehensive view of client relationships and enabling firms to deliver exceptional service.
- Elite: This integration allows law firms to exchange vital data between Intapp and Elite financial systems, helping in efficient client onboarding and risk management.
Integration with Financial and Practice Management Platforms
Intapp’s platform is capable of integrating with various financial and practice management systems. For example, the integration with Leverest facilitates financing transactions by connecting borrowers and their advisors with the right lending partners.
Microsoft 365 Compatibility
Intapp has a strong focus on compatibility with Microsoft 365. The Intapp Documents solution integrates with Microsoft 365 to create cost-efficient and familiar workflows for corporate legal departments. This integration allows for the creation of matter-centric workspaces, automated workspace creation, and smart information synchronization within Microsoft Teams and SharePoint.
Customizable Workspaces
Intapp Workspaces transforms Microsoft Teams into a platform specifically built for legal professionals. It allows firms to configure and standardize Microsoft Teams according to their specific workflows, creating engagement-oriented workspaces that gather information from SharePoint, Teams, and other systems into a consolidated view. This ensures that the right team members have access to the correct information, enhancing collaboration and productivity.
Security and Compliance
Intapp prioritizes data security and compliance, ensuring that integrations are secure and compliant with industry regulations. The platform uses industry-leading data encryption, user authentication, access controls, and compliance certifications to protect sensitive data.
Cross-Platform Compatibility
While the primary focus is on integrating with cloud-based and Microsoft-centric tools, Intapp’s solutions are generally compatible with both cloud-based and on-premises applications. This flexibility allows firms to integrate Intapp with their existing systems, whether they are cloud-based or on-premises.
Conclusion
In summary, Intapp’s extensive integration capabilities and compatibility with various platforms and tools make it an invaluable resource for mid-sized to large law firms seeking to streamline their operations, enhance client relationships, and manage risk and compliance efficiently.
Intapp - Customer Support and Resources
Intapp Customer Support
Intapp, a leading provider of AI-powered solutions for legal and other professional services firms, offers several customer support options and additional resources to ensure users can effectively utilize their products.Customer Support
Intapp provides various channels for customer support to address user queries and issues:- Users can contact Intapp’s support team directly through the website or via email for assistance with their products.
- There is also a dedicated support section on the Intapp website where users can find answers to frequently asked questions and access other support resources.
Documentation and Resources
Intapp offers comprehensive documentation and resources to help users get the most out of their products:- The Intapp website includes detailed product descriptions, key features, and use cases that explain how the software can be applied in different scenarios, such as matter management, risk and compliance, and client lifecycle management.
- Users can access guides and tutorials that outline how to use specific features, like the new Intapp Assist generative AI feature within Intapp Terms, which integrates with Microsoft Teams to provide immediate answers to client commitment questions.
Community and Feedback
Intapp engages with its user community through various platforms:- Users can connect with Intapp on social media platforms like X (formerly Twitter) and LinkedIn to stay updated on the latest developments, ask questions, and provide feedback.
Training and Onboarding
While specific details on formal training programs are not provided, the intuitive user interface of Intapp’s products is designed to help users learn and adapt quickly. However, the platform does have a steep learning curve due to its complexity, so users may need to invest time in familiarizing themselves with the various features.Integrations and Compatibility
Intapp’s products are designed to integrate seamlessly with other legal tools and applications, such as Microsoft Office, Microsoft Teams, NetDocuments, and Salesforce. This integration is well-documented, and users can find information on how to set up and use these integrations effectively. By providing these support options and resources, Intapp aims to ensure that its users can efficiently manage their legal and business operations, comply with client obligations, and enhance their overall productivity. Intapp - Pros and Cons
Advantages
Time Saving and Efficiency
Intapp’s AI-based solutions, such as Intapp Pricing, significantly reduce the time and effort required for tasks like budget development, legal matter management, and contract review. Automated pricing and legal matter management technology can review and monitor current engagements, ensuring firms stay within allotted budgets and improving financial accuracy.
Cost Reduction
By automating labor-intensive and redundant tasks, Intapp’s AI solutions can lead to substantial cost savings. For example, AI can handle tasks like legal research, lead generation, and contract review, freeing up attorneys to focus on more productive tasks.
Improved Accuracy
AI tools can process massive amounts of data with high accuracy, reducing human errors that can have severe consequences in legal practices. This includes automatic categorization of time transactions and reviewing human-produced work for mistakes.
Enhanced Client Experience
Intapp’s solutions, such as Intapp Pricing and Intapp Assist, help firms deliver more accurate and timely services to clients. For instance, firms can provide pricing estimates quickly, often within a couple of hours, which enhances client satisfaction and trust.
Business Development
Intapp Assist, with its generative AI capabilities, aids in business development by identifying opportunities, cross-selling across the firm, and generating emails to clients. This helps lawyers who may not be naturals at business development to engage more effectively with clients.
Data Integration and Security
Intapp’s platform brings together siloed data into a single source of truth, enabling easy access and collaboration. Additionally, features like Intapp Walls for Copilot ensure that data access is controlled and compliant, preventing the oversharing of sensitive information.
Disadvantages
Limited Contextual Understanding
AI tools, including those from Intapp, may struggle to grasp complex legal concepts and proper context. This can lead to misinterpretation of the law and other inaccuracies, requiring detailed human oversight to ensure accuracy.
Loss of Human Interaction
Over-reliance on AI for client service can damage the attorney-client relationship. Clients often value personal interaction and personalized advice, especially in complex and emotional legal matters.
Ethical Considerations
There are ethical concerns related to data protection, privacy, transparency, and bias in AI algorithms. Firms must address these concerns to protect client information and ensure fairness.
Implementation Challenges
Before implementing AI-based solutions like Intapp Pricing, firms need to refine their time data and perform tasks such as data mapping, cleanup, and coding. This initial effort can be significant but is necessary for the AI to function effectively.
By weighing these advantages and disadvantages, law firms can make informed decisions about whether and how to integrate Intapp’s AI-driven tools into their operations.
Intapp - Comparison with Competitors
When comparing Intapp
A leading cloud-based software provider for professional and financial services firms, with its competitors in the legal tools AI-driven product category, several key aspects and unique features come to the forefront.
Intapp’s Unique Features
- Intapp offers AI-powered solutions for relationship management, compliance, and business operations, all built on Microsoft Azure. This integration with Microsoft Azure enhances the platform’s scalability and security.
- It facilitates greater team collaboration, digitizes complex workflows, and leverages proprietary AI to nurture relationships and originate new business. This helps firms increase client fees, operate more efficiently, and better manage risk and compliance.
Alternatives and Competitors
Filevine
- Filevine is an AI-powered legal practice management platform that provides comprehensive case management, document handling, billing, and workflow automation. It is particularly useful for law firms of all sizes, offering a complete legal tech stack.
AI Lawyer
- AI Lawyer is an advanced legal assistance platform that offers affordable and accessible legal support through AI-powered document handling, research, and consultation services available 24/7. This platform is more focused on individual legal support rather than firm-wide operations.
Lawmatics
- Lawmatics is an all-in-one legal practice management platform that combines client intake, CRM, marketing automation, and billing solutions. It is designed to improve efficiency and drive growth for law firms.
Lexis AI (LexisNexis)
- Lexis AI combines LexisNexis’s vast legal database with advanced AI functionality. It features tools like Brief Analysis and Judicial Analytics, which help lawyers with legal research, document drafting, and understanding judges’ ruling patterns.
Harvey
- Harvey is a specialized legal AI platform built on advanced language models, particularly useful for contract analysis, due diligence, and legal research. It can review hundreds of contracts simultaneously and extract key provisions, risks, and obligations with high accuracy.
NexLaw
- NexLaw’s AI Trial Copilot assists attorneys during trials by quickly pulling up relevant case law and suggesting possible objections. It also includes features for document organization, witness statement analysis, and estimating case outcomes based on past data.
MyCase
- MyCase offers AI Document Automation, which streamlines legal document creation by filling in templates with case-specific details. It also provides AI Insights for improving client intake, productivity, and cash flow, along with AI-powered time tracking and email management.
Everlaw
- Everlaw simplifies complex legal work by providing a secure cloud platform for document review, case outline creation, and transcript analysis. It is known for its advanced technology, including lightning-fast uploads and rapid searches, and offers strong security and compliance features.
Juro
- Juro’s intelligent contract automation platform enables teams to create, execute, and manage contracts much faster than traditional tools. It offers self-serve options for routine contracts, flexible templates, and workflows that empower non-legal users to manage contracts without legal input.
Key Differences and Considerations
- Scope of Services: Intapp is more focused on the broader needs of professional and financial services firms, including relationship management and compliance, whereas many of its competitors are more specialized in specific areas like contract analysis (Harvey), trial preparation (NexLaw), or document automation (MyCase).
- Integration: Intapp’s integration with Microsoft Azure and Microsoft 365 makes it a strong choice for firms already using these tools. In contrast, platforms like Juro and Everlaw offer integrations with other business tools but may not have the same level of Microsoft ecosystem integration.
- User Base: While Intapp is geared towards larger firms and professional services organizations, platforms like AI Lawyer and DoNotPay are more accessible to individual users or smaller firms looking for affordable legal support.
In summary, Intapp stands out for its comprehensive suite of AI-powered solutions tailored for the operational needs of professional and financial services firms. However, depending on the specific needs of a law firm or legal professional, alternatives like Filevine, Lexis AI, Harvey, and Everlaw may offer more specialized and targeted solutions that could be more suitable.
Intapp - Frequently Asked Questions
Frequently Asked Questions About Intapp’s AI-Driven Legal Tools
What is Intapp Assist for Terms, and how does it help legal professionals?
Intapp Assist for Terms is a new feature that includes a generative AI tool called Ask Intapp. This tool, integrated with Microsoft Teams, provides immediate answers to questions about client contractual obligations, significantly reducing research time for legal professionals. It helps streamline compliance with outside counsel guidelines and improves efficiency in managing client obligations throughout the client lifecycle.
How does Ask Intapp integrate with existing Intapp solutions?
Ask Intapp integrates with Intapp Terms, which is the single source of truth for managing client obligations. This integration allows users to access client requirement data directly within Microsoft Teams, using conversational queries to get immediate answers and links to source material.
What are the key benefits of using Intapp Assist for Terms?
The key benefits include streamlined access to client requirement data, reduced time spent on research and inquiries, and improved compliance with outside counsel guidelines. This can lead to increased topline revenue and client satisfaction, as well as a reduction in non-billable hours spent on administrative tasks.
Who is the target audience for Intapp’s legal tools?
Intapp’s solutions are designed for law firm partners, professionals, business development teams, risk and compliance teams, and IT teams. The platform is particularly well-suited for mid-sized to large law firms looking to streamline business operations and improve client services.
What are the main features of Intapp’s legal tools?
Intapp’s key features include matter lifecycle management, risk and compliance management, client lifecycle management, integrations with other legal tools, and customizability. These features help automate workflows, improve collaboration, manage risk, and deliver exceptional client service.
How does Intapp ensure the security and integrity of client data?
Intapp has over a decade of experience in integrating AI capabilities into their software and includes robust platform safeguards to keep client data safe. They continually develop new security protocols to prioritize the integrity and safety of client data.
What other AI capabilities does Intapp offer beyond Ask Intapp?
Intapp also offers Intapp Assist for DealCloud, which includes AI-powered features to support business development and day-to-day work. These features help lawyers identify opportunities, cross-sell across the firm, and generate emails to create new business opportunities.
How does Intapp Assist for DealCloud support business development?
Intapp Assist for DealCloud provides AI capabilities that cover various types of AI, such as recommendations and the generation of summaries. It helps lawyers identify business opportunities, cross-sell services, and generate emails to engage clients more effectively.
Is Intapp’s AI technology available for all types of law firms?
While Intapp’s solutions are particularly suited for mid-sized to large law firms, they might not be the best fit for smaller firms with simpler needs and limited budgets. However, the company continues to expand its offerings, which could potentially benefit a wider range of firms in the future.
How can law firms measure the success of implementing Intapp’s AI tools?
The success of Intapp’s AI tools can be measured by monitoring metrics such as user adoption rates, changes in customer acquisition cost (CAC), customer lifetime value (CLV), and net revenue retention rate. Positive feedback from early adopters, such as improved efficiency and compliance, is also a key indicator.