Intapp
WebsiteAI CRM Assistant
Intapp is a leading provider of cloud-based software solutions designed specifically for professional and financial services firms, offering AI-powered tools for relationship management, compliance, time tracking, and collaboration.
https://www.intapp.com/
Product Information
Updated:Feb 16, 2025
Intapp Monthly Traffic Trends
Intapp achieved 152.4K visits with a 33.8% growth in the recent month. This moderate growth can be attributed to the company's strong quarterly financial results and the addition of new clients and expanded client relationships, as reported in their financial update. Additionally, the AI-based capture technology in Intapp Time, which automatically captures billable and non-billable work efforts, likely enhanced user engagement and efficiency.
What is Intapp
Intapp is a global technology company that develops industry-specific, cloud-based software solutions for professional and financial services firms. Founded in 2000, Intapp serves over 2,450 clients worldwide, including 96 of the Am Law 100 law firms and 14 of the top 20 accounting firms. The company's products are built on its Intapp Intelligent Cloud platform, which leverages artificial intelligence, data architecture, and integration capabilities to help firms drive growth, minimize risk, and improve operational efficiency.
Key Features of Intapp
Intapp is a leading provider of cloud-based software solutions for professional and financial services firms. It offers a comprehensive suite of AI-powered tools for client relationship management, compliance, time tracking, and collaboration. Intapp's solutions are designed to help firms improve operational efficiency, manage risk, strengthen client relationships, and drive growth by leveraging industry-specific data architecture, integrations, and applied AI capabilities.
AI-Powered CRM: DealCloud platform offers advanced relationship management, business development, and deal tracking capabilities tailored for professional services firms.
Compliance and Risk Management: Suite of tools including Conflicts, Employee Compliance, Intake, Terms, and Walls to help firms manage regulatory compliance and mitigate risks.
Automated Time Tracking: Intapp Time provides AI-assisted timekeeping to improve accuracy, reduce leakage, and increase profitability.
Collaboration Tools: Intapp Documents and Workspaces enhance Microsoft 365 with industry-specific document management and project collaboration features.
Industry-Specific Data Architecture: Purpose-built data foundation and integrations designed for professional and financial services firms.
Use Cases of Intapp
Law Firm Practice Management: Streamline client intake, conflicts checking, time recording, and matter management for improved efficiency and compliance.
Investment Banking Deal Management: Track deals, manage relationships, and ensure compliance throughout the deal lifecycle.
Private Equity Fund Operations: Manage investor relations, deal flow, and portfolio company performance in a single platform.
Accounting Firm Client Services: Enhance client onboarding, engagement management, and time tracking for improved service delivery and profitability.
Consulting Firm Resource Management: Optimize project staffing, time allocation, and client collaboration across engagements.
Pros
Industry-specific solutions tailored for professional and financial services
Comprehensive suite covering CRM, compliance, time tracking, and collaboration
AI-powered features for improved efficiency and decision-making
Strong integration capabilities with existing firm technologies
Cons
May be complex to implement and require significant change management
Potentially higher cost compared to generic business software solutions
Focused on specific industries, may not be suitable for all business types
How to Use Intapp
Sign up for an Intapp account: Go to the Intapp website and sign up for an account to access their cloud-based software solutions.
Choose your industry and solutions: Select your industry (e.g. legal, accounting, consulting) and the specific Intapp solutions you need (e.g. DealCloud, Conflicts, Time).
Set up your firm's data and integrations: Work with Intapp to set up your firm's data architecture and integrate Intapp with your existing software systems.
Configure AI and automation capabilities: Set up Intapp's AI-powered features like activity capture, conflicts checking, and relationship intelligence.
Train your team: Use Intapp University and other resources to train your team on how to use the Intapp solutions.
Start using Intapp in your daily workflows: Begin incorporating Intapp into your firm's daily operations for tasks like client intake, time tracking, and deal management.
Monitor and optimize: Use Intapp's analytics and reporting to monitor usage and optimize your firm's processes over time.
Intapp FAQs
Intapp provides software solutions for professional and financial services firms, including accounting, consulting, investment banking, legal, private capital, and real assets industries.
Official Posts
Loading...
Analytics of Intapp Website
Intapp Traffic & Rankings
152.4K
Monthly Visits
#212292
Global Rank
#1247
Category Rank
Traffic Trends: Jul 2024-Jan 2025
Intapp User Insights
00:09:33
Avg. Visit Duration
8.51
Pages Per Visit
33.93%
User Bounce Rate
Top Regions of Intapp
US: 73.9%
GB: 12.62%
CA: 4.17%
ES: 2.4%
AU: 0.86%
Others: 6.05%
Latest AI Tools Similar to Intapp
Pulp Sense
Pulp Sense is an AI-driven agency that leverages smart process automation and custom solutions to optimize business operations and drive unlimited growth.
Vuepak
Vuepak is an AI-powered sales and marketing platform that combines sales enablement, automation, and digital asset management to help teams organize media assets into dynamic presentations for enhanced customer engagement.
Beyond AIO
Beyond AIO is an all-in-one AI-powered marketing platform that delivers smart, data-driven insights and solutions through predictive analytics, cross-channel integration, and real-time optimization capabilities.
Relio CRM
Relio CRM is a comprehensive customer relationship management platform designed specifically for real estate professionals, offering contact management, pipeline tracking, and AI-powered data enrichment capabilities all in one centralized solution.
Popular AI Tools Like Intapp
HubSpot
HubSpot is an all-in-one AI-powered customer platform that provides marketing, sales, service, operations, and website-building software to help businesses grow.
tawk.to
tawk.to is a 100% free live chat software that allows businesses to monitor and chat with visitors on their website or from a customizable page.
Sapling
Sapling is an AI-powered writing assistant and communication platform that helps customer-facing teams compose personalized responses more efficiently through real-time suggestions, autocomplete, and quality improvement features.
ActiveCampaign AI
ActiveCampaign AI is an integrated artificial intelligence solution that helps businesses drive better campaign performance, analyze customer behavior, and create personalized experiences across marketing automation, email marketing, and CRM.