Intapp Overview
Intapp is a leading global provider of AI-powered software solutions tailored for professional and financial services firms, including those in accounting, consulting, investment banking, legal, private capital, and real assets.
Overview
Intapp offers a suite of integrated solutions designed to automate, streamline, and enhance various business processes, enabling firms to increase efficiency, compliance, and client satisfaction. Here are the key products and their functionalities:
Intapp Open
- This solution focuses on new business intake, streamlining the process by addressing the specific needs of lawyers, firm management, IT stakeholders, and risk staff. It includes features like centralized conflicts clearance practices, a business rules engine for managing practice-specific evaluations, and the option to add Intapp Flow for additional business workflows.
Intapp Time
- A time entry system widely used by law firms, Intapp Time utilizes 360° Time Management, making it accessible across multiple devices. Key features include client guideline compliance checking, real-time e-billing validation, automatic assignment of durations and client codes, and analytics on time data before bill generation.
Intapp Walls
- This product automates information security to address professional rules and client confidentiality requirements. It provides a centralized interface to control, monitor, and report on the confidentiality lifecycle, enforces ethical screens, and maintains real-time enforcement of access rights. Intapp Walls also includes automated notifications and self-maintaining management to ensure proper access.
Intapp Integrate
- This solution helps firms streamline their IT architecture, implement master data management frameworks, and automate various business procedures. It offers ready-made templates for connecting different applications, access to a peer community, and a network of third-party consultants. It addresses issues such as new business intake, distribution list management, and user provisioning.
Intapp DealCloud
- DealCloud is a data-powered platform that goes beyond traditional CRM functionality. It helps teams execute at the highest level by providing features like the “Work on Behalf of” functionality, which allows authorized proxies to perform updates and tasks on behalf of others. DealCloud also includes advanced AI capabilities such as relationship signals, detailed summarization, narrative generation, and contextual email outreach to enhance business development and decision-making.
AI Capabilities
Intapp has recently introduced advanced AI capabilities designed to sharpen the competitive edge of professionals. These include:
- Intapp Assist for DealCloud: Brings generative AI to daily work, enabling teams to analyze data quickly, make informed decisions, and focus on strategic work.
- Intapp Data: A firmographic data set of over 85 million companies and 200 million contacts, helping professionals expand their networks and originate new opportunities.
- Intapp Walls for Copilot: Provides visibility and control over the data accessed by Microsoft Copilot, ensuring compliance with firm policies and security controls.
Key Features and Functionality
- Automation and Intelligence: Intapp solutions leverage AI to automate manual tasks, enhance decision-making, and improve compliance.
- Centralized Management: Products like Intapp Walls and Intapp Integrate offer centralized control over sensitive information and IT architecture.
- Cross-Device Accessibility: Solutions such as Intapp Time are accessible across multiple devices, enhancing user productivity.
- Compliance and Risk Management: Intapp Open and Intapp Walls are designed to meet regulatory and ethical obligations, ensuring firms maintain high standards of compliance.
- Data Foundation and Cloud Infrastructure: Built on Intapp Data Foundation and leveraging Microsoft Azure, these solutions ensure robust data integration, security, and scalability.
Industry Solutions and Ecosystem
Intapp provides industry-specific solutions that cater to the unique needs of various professional and financial services firms. The platform is supported by a robust ecosystem of over 100 trusted partners, offering built-in integrations and dedicated support. This ecosystem enhances the functionality and security of Intapp’s solutions, making it a comprehensive platform for firms to drive growth, multiply opportunities, and strengthen client relationships.