Intapp Features
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.
View MoreKey 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
Intapp Monthly Traffic Trends
Intapp experienced a 15.6% increase in visits, reaching 176,246 visits. The DealCloud Activator launch and Partner Forum 2025 Awards recognition likely contributed to this growth, enhancing user engagement and market presence.
View history traffic
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