Intapp

Automates deal management, compliance, and time capture, and provides AI-driven insights, recommendations, and content generation to boost productivity and growth.
Professional Services Automation Cloud-Based Software Artificial Intelligence Solutions

Intapp offers AI-infused software tools to help professionals in accounting, consulting, investment banking, law, private capital and real assets. The company's platform is designed to help firms find, win and deliver new business more efficiently with industry-specific cloud-based software.

Intapp helps teams modernize operations and build stronger client relationships with a variety of tools:

  • DealCloud: A data-driven platform that extends beyond CRM, helping teams manage relationships, track pipelines and execute deals.
  • Compliance: Helps firms assess new business, onboard clients and monitor relationships for compliance.
  • Collaboration: Helps teams work in modern ways without increasing governance risk and deliver better client service.
  • Time: Automates time capture, reduces write-offs and maximizes realization.
  • Intapp Intelligent Cloud: Offers a secure foundation for using AI, with a focus on data architecture and applied AI capabilities.

Intapp's Applied AI approach includes five key abilities:

  • Conversational Query: Pose questions to AI using natural language and get results almost instantly.
  • Generation: Automate the creation of documents, emails and other content.
  • Recommendation: Get AI-driven suggestions for next steps based on best practices.
  • Summarization: Get a quick understanding of the key points in deals or emails.
  • Zero Entry: Capture data automatically from emails, documents and other sources.

The platform is used by more than 2,450 professional and financial services firms around the world, including 96 of the Am Law 100 and 14 of the top 20 accounting firms. By combining AI and cloud technology, Intapp says firms can grow faster, work more productively and lower risk. To learn more, you can schedule a demo to see how Intapp can help you achieve your business objectives.

Published on June 27, 2024

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