Intapp Howto
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 MoreHow 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.
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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