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Save my preferences Accept Powered by Intelligence Applied Firm AI – the intelligent platform for professional firms Purpose-built for regulated industries, Intapp helps partners, dealmakers, and advisors win new business, manage risk, and drive profitability. Schedule a demo Watch video Read our client stories Introducing Intapp Celeste Meet the agentic AI platform designed for professional firms. Celeste knows your firm and gets work done, with compliance built in from day one. Learn more Watch video What’s new at Intapp See the future of agentic AI for professional firms Accelerate your firm’s AI strategy at the can’t-miss tech conference of the year. Get ready for major product updates, peer transformations, industry leader insights, and innovation in action. Watch Amplify 2026 on-demand What’s new at Intapp Make every minute count Rebuilt with powerful AI and intuitive design, Intapp Time’s new browser experience eases time entry, stops revenue leakage, and delivers deep operational insights to grow profits. Discover the Horizon release Trusted by the world's leading professional firms 2.75k+ client firms worldwide 96 of the Am Law 100 1.7k+ private capital, 
investment banking, 
and real assets firms 16 of the top 20 accounting firms Accounting Maximize profit. Optimize utilization. Automate compliance. Expand services within your existing clients. AI analyzes engagement and service patterns to identify cross-service and advisory opportunities across your book of business. Streamline client acceptance. Centralized risk data and automated workflows cut acceptance time without compromising due diligence. Stay independent and compliant. Automated conflict detection flags independence issues across your firm — before they put engagements at risk. Identify conflicts early. Continuous monitoring detects emerging conflicts and independence issues — keeping you ahead of regulatory requirements. Move from acceptance to billing instantly. Eliminate engagement setup delays with secure, auto-provisioned workspaces and built-in permissioning and compliance controls. Eliminate revenue leakage. Automatic time capture across devices ensures every billable hour is recorded. Consulting Win more work. Deliver flawlessly. Protect confidentiality. Win the pursuits that matter. Full pipeline visibility helps you identify the most promising pursuits and focus resources where they'll win. Map client relationships. See who matters, where to expand, and how delivery is landing – firmwide. Accept the right clients faster. Build client trust with automated risk screening, centralized third-party data, and compliance checks — all in one streamlined workflow. Surface conflicts early. AI proactively detects potential conflicts across clients and team assignments — before they impact delivery. Protect client confidentiality. Centralized ethical wall barriers secure sensitive data across systems while supporting seamless collaboration. Move from acceptance to billing instantly. Secure, auto-provisioned workspaces with built-in permissioning and compliance controls eliminate engagement setup delays. Investment banking Deeper relationships. More mandates. Superior execution. Identify mandates ahead of competitors. AI synthesizes market signals, relationship data, and client intelligence to identify high-probability mandates. Close deals faster. Automated workflows and milestone tracking accelerate deal progression across sectors and transaction types. Turn relationships into deals. AI-powered outreach recommendations, relationship tracking, and coverage analysis help you expand your network. Clear deals without delays. AI-powered screening across clients, deals, and team assignments surfaces conflicts early so deals don't stall. Accept the right clients faster. Automated risk assessment workflows and centralized compliance documentation streamline new client acceptance without cutting corners. Automate regulatory requirements. Automated attestations and pre-clearance workflows make compliance effortless for bankers and compliance teams. Legal Build competitive advantage at every stage of the client lifecycle – win more work, maximize profitability, and maintain seamless compliance. Surface your next mandate. AI maps firmwide relationships and matter activity to identify warm introductions and cross-serving opportunities — before competitors do. Comprehensive client intelligence. Automatically pull matter history, relationship context, client news, and recent interactions from Outlook and Teams into a single view. Onboard clients in days, not weeks. Accelerate acceptance decisions with AI-powered risk assessment, integrated third-party screening, and automated approval workflows. Resolve conflicts in minutes. Resolve conflicts in minutes with AI-assisted screening that searches across matters, relationships, and corporate hierarchies — then routes escalations automatically. Enforce every client term. Continuous OCG monitoring catches billing violations before they cost you revenue. Capture time automatically. AI reconstructs your day from emails, meetings, and documents, generating compliant time entries across all devices — no manual entry required. Private capital Institutionalize origination, accelerate execution, and compound returns Find opportunities before the market. AI-powered search scans internal databases, third-party sources, and market intelligence to surface deals that match your thesis. Target qualified LPs. Build targeted outreach lists with precision segmentation based on strategy, geography, check size, and investment preferences. Stay ahead of market shifts. Shareable watchlists and event-driven alerts keep your team informed of portfolio movements, competitor activity, and emerging opportunities. Centralize pipeline oversight. Real-time dashboards show deal progression, team ownership, and sector performance across your entire pipeline. Optimize your exit strategy. Intelligent mapping identifies optimal buyers based on fund mandate, size, track record, and strategic fit. Strengthen investor relationships. Automated activity capture and relationship strength signals help you nurture LP relationships and identify re-up opportunities. Real assets The real estate operating system: Source smarter. Build faster. Manage better. Exit stronger. Surface your best opportunities first. AI ingests OMs and scores deals against your investment criteria automatically — so your team reaches a qualified yes or no before the competition does. Make location-intelligent decisions. Integrated GIS mapping surfaces market data, demographics, flood zones, and comp sales across 152M+ parcels in a single view. Deliver projects on time and on budget. Auto-scheduling, Gantt charts, and budget-vs.-actual reporting give development teams a single source of truth across every project phase. Manage every relationship across the deal lifecycle. Centralize transaction parties, brokers, advisors, and lenders — with investor management powered by DealCloud. Full visibility from asset to portfolio. Manage leasing, CapEx, and occupancy at the property level, with performance metrics and appraised values rolled up across every fund and asset class. Accelerate every stage with embedded AI. Embedded AI eliminates manual work across sourcing, underwriting, and portfolio analytics — at every point in the lifecycle. Sandberg Phoenix boosts intake efficiency to fuel growth 3x increase in matter openings Loeb & Loeb transforms client intake Up to 4x faster request processing Mintz transforms invoice management and visibility 35–40% faster prebill review McCarter & English cuts average invoice review time in half ~50% faster draft invoice review time PLMJ speeds conflict resolution 100% of conflict checks tracked BDO Canada accelerates client acceptance to drive growth 38% faster processing Alterna Equity Partners boosts qualified deal flow 50% increase in qualified deal flow Alpaca Real Estate delivers stronger outcomes with 
AI insights 4,000+ comps into actionable insights Haven automates deal and relationship tracking 95% reduction in manual data entry Get started today Schedule a demo AI built for how your firm does business Intapp Celeste Firm AI – the agentic AI platform for professional firms Design, deploy, and orchestrate firm-specific AI agents—grounded in your data, embedded in your workflows, and governed by your rules. Intapp Assist AI that works the way your firm works Purpose-built generative AI capabilities embedded across your entire Intapp platform—automating workflows and accelerating decisions while maintaining compliance. Intapp DealCloud The AI-powered relationship intelligence platform for professional firms Relationship and deal intelligence that captures every interaction, surfaces hidden opportunities, and accelerates execution through AI —with zero manual entry required. Intapp Properties The unified operating system for real assets The AI platform that manages the end-to-end property investment lifecycle— from acquisition, development, portfolio management, and disposition. Intapp Conflicts Clear conflicts 50% faster with AI-assisted checks Automation that surfaces potential conflicts early, escalates high-risk issues, and gives you confidence to pursue opportunities without compromising compliance. Intapp Intake Onboard clients 70% faster with intelligent intake AI-powered workflows that transform unstructured requests into compliant engagement records—with zero manual data entry. Intapp Terms The AI-powered platform for client obligation management Centralize guideline documents, automate obligation reviews, and enforce requirements directly in your critical workflows—so nothing slips through the cracks. Intapp Walls Safeguard client confidentiality across your entire firm Automated enforcement that maintains ethical barriers across all applications, prevents unauthorized access, and delivers complete audit trails when you need them. Intapp Employee compliance Personal independence compliance, handled automatically Centralized disclosures, attestations, and monitoring that help professionals stay compliant and give firms audit-ready assurance. Intapp Time Capture every billable moment with AI-powered timekeeping Intelligent time capture and compliance validation that maximizes revenue, unburdens professionals, and ensures client-ready entries— designed for how you work. Intapp Billstream Get paid faster with compliant, client-ready invoices Automated prebilling that enforces client guidelines and accelerates review cycles—helping firms get paid 20% faster while reducing write-offs and billing disputes. Intapp Collaboration Work smarter with AI-powered engagement workspaces Automated Microsoft 365 provisioning and document intelligence that transforms files into searchable institutional knowledge. Trusted expertise. Real-world proof. Knowledge and best practices you can put to work now. Grounded in our data, shaped by our experts, and proven in practice. E-Book The private capital buyers’ guide to investing and fundraising platforms Learn why top private capital firms are moving beyond generic CRMs to AI-powered investing and fundraising platforms purpose-built to drive efficiency, insights, and growth. Private capital Intapp DealCloud White paper How PE-backed accounting firms build lasting value Explore how accounting firms align with private equity expectations, deploy AI as infrastructure, and strengthen independence and talent to drive long term value. Download the white paper. Accounting Private capital Intapp DealCloud Blog post How to budget strategically for an AI-powered CRM Generic CRMs cost law firms more than they realize. Learn how modern, AI-powered CRM budgeting protects revenue and loyalty while fueling firm growth. Legal Intapp DealCloud Webinar Competitive Advantage Series: Compliance in the Cloud Modernize compliance with cloud-based, AI-enhanced solutions. Learn how Intapp Intake and Conflicts boost efficiency, reduce risk, and streamline firm operations. Legal Intapp Conflicts Intapp Employee Compliance Intapp Intake Intapp Terms Intapp Walls Blog post 5-year study: Vertical tech drives IB wallet-share gains Research shows investment banks using vertical-specific technology like DealCloud consistently increased wallet share and outperformed peers. Investment banking Intapp DealCloud E-Book The private capital buyers’ guide to investing and fundraising platforms Learn why top private capital firms are moving beyond generic CRMs to AI-powered investing and fundraising platforms purpose-built to drive efficiency, insights, and growth. Read E-book Private capital Intapp DealCloud White paper How PE-backed accounting firms build lasting value Explore how accounting firms align with private equity expectations, deploy AI as infrastructure, and strengthen independence and talent to drive long term value. Download the white paper. Download white paper Accounting Private capital Intapp DealCloud Blog post How to budget strategically for an AI-powered CRM Generic CRMs cost law firms more than they realize. Learn how modern, AI-powered CRM budgeting protects revenue and loyalty while fueling firm growth. Read blog post Legal Intapp DealCloud Webinar Competitive Advantage Series: Compliance in the Cloud Modernize compliance with cloud-based, AI-enhanced solutions. Learn how Intapp Intake and Conflicts boost efficiency, reduce risk, and streamline firm operations. Watch webinar Legal Intapp Conflicts Intapp Employee Compliance Intapp Intake Intapp Terms Intapp Walls Blog post 5-year study: Vertical tech drives IB wallet-share gains Research shows investment banks using vertical-specific technology like DealCloud consistently increased wallet share and outperformed peers. Read blog post Investment banking Intapp DealCloud Why CIOs, CTOs, and innovators choose Intapp Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms. Compliance and security Market-leading ethical walls, confidentiality, and security for highly regulated firms AI you can trust Transparent AI governance with unified security controls Integrated platform Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows Proven scale, innovation Battle-tested by the world’s largest firms with ongoing platform investment Always-on cloud infrastructure Azure-backed reliability with
multi-region redundancy and tested disaster recovery Integrations made easy Pre-built integrations and partner ecosystem reduce IT burden and TCO Schedule a demo Build your competitive advantage with compliant Firm AI. See how Intapp helps your firm win more work, manage risk, and drive profitability. First name*Last name*Email*Job title*Company name*I'm looking for...*Most recent form typeMost recent form sub-typeMost recent form industryProduct interestMost recent form business unitMost recent form verticalFullstory URLGoogle Analytics Client IDConversion headquartersConversion countryConversion CDAI agree to receive other communications from Intapp.You can unsubscribe from these communications at any time. 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Save my preferences Accept Powered by About Intapp About us Bringing the power of Applied AI to your firm's professionals Connections. Experiences. Insights. Actions. This is modern intelligence. How you apply this intelligence is your competitive advantage. Intapp brings AI and intelligence straight to your professionals’ fingertips, so your firm can find new opportunities, make smarter decisions, and guard against risk — faster than ever before. That’s Intapp. That’s Intelligence Applied. A history of targeted innovation Most business software wasn’t built for partner-led firms like yours. It was built for companies selling goods, not knowledge professionals navigating fast-changing environments. The professional and financial firms we serve also operate within complex ethical, client, and regulatory obligations. But today’s generic AI solutions fail to address these critical security and privacy needs. That’s why Intapp has been delivering Applied AI solutions, applied to our clients’ real business challenges, for more than a decade. We drive compliant AI advancements, cloud adoption, and modernization across all the markets we serve. And we bring the best ideas and practices of these different industries to one another, helping them grow and thrive. Intapp through the years 2002 Launched the first (no-code) integration solution for professional services firms 2007 Launched Intapp Walls 2008 Launched Intapp Time 2013 Acquired Advanced Productivity Software 2014 Acquired the Frayman Group Launched Intapp Intake and Intapp Conflicts 2015 Entered accounting, financial services, and consulting verticals (2015) 2016 Acquired Rekoop 2017 Established Intapp Strategic Consulting Launched AI-assisted Intapp Terms 2018 Acquired DealCloud Launched AI-assisted review in Intapp Conflicts 2019 Acquired Gwabbit Acquired OnePlace 2020 Launched Intapp Integration Service Committed to sell cloud-based solutions exclusively Launched AI-assisted matter and engagement intelligence 2021 Acquired Repstor Became a publicly traded company Launched AI-assisted relationship intelligence 2022 Launched Intapp Workspaces and Intapp Collaboration Partnered with Microsoft Entered strategic alliance with KPMG Acquired Billstream 2023 Acquired Paragon Data Labs Launched Intapp Employee Compliance 2024 Unveiled new Applied AI capabilities and roadmap Acquired Delphai Acquired Transform Data International Our community Our clients Intapp serves more than 2,750 clients worldwide, including 96 of the Am Law 100 legal firms, 16 of the top 20 global accounting firms, and more than 1,700 private capital and investment firms. Leadership Led by a management team with deep professional and financial services expertise, we’re focused on delivering value to clients through innovative AI-powered solutions. Our team With deep domain expertise, our diverse global team understands the unique characteristics, complexities, and challenges of the professionals at our client firms. Working at Intapp Our culture emphasizes accountability, responsibility, and growth. We bring our collective expertise and industry knowledge to help our company and clients succeed, supporting each other in a positive, open atmosphere that fosters curiosity, approachability, and teamwork. Partners Our global ecosystem of data, implementation, and strategic partners helps clients maximize the performance and value of their Intapp solutions, assisting with implementation and third-party data and software integrations. Our brand Review our brand guidelines and download high-resolution versions of the Intapp logo for use in media or partner materials. --- Our website uses cookies to give you the most relevant experience by remembering your preferences and repeat visits. By clicking Accept, you consent to the use of all cookies. Cookie policy Customize Accept Customize consent preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more NecessaryAlways active Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data. 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Save my preferences Accept Powered by The power of partnerships with the leading industry cloud Partner ecosystem Power your growth with the Intapp Partner Program Find a partner Become a partner Get an edge with a proven program dedicated to your success The Intapp Partner Program brings the power of the Intapp Intelligent Cloud to professional and financial services firms through an unparalleled ecosystem of data, services, and technology partners. This proven program empowers partners to focus on client success while fueling their own growth. Why work with an Intapp partner? Intapp partners deliver expert guidance, services, and support to help you get maximum value from your Intapp solutions. Find a partner Quality and trust Drive results with certified, trusted experts who meet our shared standards for security, compliance,
and performance. Expertise and value Get more value from your technology investment with partner capabilities and solutions tailored to your firm and industry requirements. Speed and innovation Stay ahead of your competitors with partners that co-innovate with you to anticipate and address future needs quickly. Why become an Intapp partner? Joining the Intapp Partner program gives you the technology and support you need to grow faster and be the partner your clients can’t live without. Become a partner Resources and certifications Benefit quickly from the program with our technology, training, and support, and enhance your expertise with trusted certifications. Opportunities and reach Leverage our ecosystem to uncover new revenue opportunities, enhance your reach, and elevate your brand. Innovation and engagement Spark new ideas and co-innovate on the Intapp platform by engaging with other tech leaders worldwide. Driving innovation in partnership with Microsoft Our strategic alliance with Microsoft brings our clients advanced solutions and insights that help them stay a step ahead. Learn more about our partnership with Microsoft The Intapp Intelligent Cloud For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges. Industry solutions The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration. Data foundation Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals. Learn more about our data foundation Cloud infrastructure Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations. Learn more about our cloud infrastructure --- Our website uses cookies to give you the most relevant experience by remembering your preferences and repeat visits. By clicking Accept, you consent to the use of all cookies. Cookie policy Customize Accept Customize consent preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more NecessaryAlways active Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. 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The cookie is used to store the user consent for the cookies in the category "Performance".Cookie_uetsidDuration1 dayDescriptionBing Ads sets this cookie to engage with a user that has previously visited the website.Cookie_uetvidDuration1 year 24 daysDescriptionBing Ads sets this cookie to engage with a user that has previously visited the website.CookieAWSELBCORSDurationsessionDescriptionThis cookie is used by Elastic Load Balancing from Amazon Web Services to effectively balance load on the servers. Advertisement Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns. Cookiecookielawinfo-checkbox-advertisementDuration1 yearDescriptionSet by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.Cookieyt.innertube::requestsDurationneverDescriptionYouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.Cookieyt.innertube::nextIdDurationneverDescriptionYouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.Cookieyt-remote-device-idDurationneverDescriptionYouTube sets this cookie to store the user's video preferences using embedded YouTube videos.Cookieyt-remote-connected-devicesDurationneverDescriptionYouTube sets this cookie to store the user's video preferences using embedded YouTube videos.CookieYSCDurationsessionDescriptionYoutube sets this cookie to track the views of embedded videos on Youtube pages.CookieVISITOR_PRIVACY_METADATADuration6 monthsDescriptionYouTube sets this cookie to store the user's cookie consent state for the current domain.CookieVISITOR_INFO1_LIVEDuration6 monthsDescriptionYouTube sets this cookie to measure bandwidth, determining whether the user gets the new or old player interface.Cookietest_cookieDuration15 minutesDescriptiondoubleclick.net sets this cookie to determine if the user's browser supports cookies.Cookiesa-user-id-v3Duration1 yearDescriptionTo be able to unique identify a user for retargeting, conversion, or look-a-like purposesCookiesa-user-id-v2Duration1 yearDescriptionTo be able to unique identify a user for retargeting, conversion, or look-a-like purposesCookiesa-user-idDuration1 yearDescriptionTo be able to unique identify a user for retargeting, conversion, or look-a-like purposesCookiesa-u-sourceDuration30 daysDescriptionAttribution and optimizationCookiesa-u-dateDuration30 daysDescriptionAttribution and optimizationCookiesa-r-sourceDuration30 daysDescriptionAttribution and optimizationCookiesa-r-dateDuration30 daysDescriptionAttribution and optimizationCookiesa-camp-*Duration90 daysDescriptionTracks a campaign ID that a user has viewed or clickedCookiesa_aid_pvDuration1 hourDescriptionStores auction ID of a recent ad click (if engagement tracking is enabled on the universal pixel)Cookiesa_*_sidDuration1 hourDescriptionStores Impression ID of each Auction ID of a recent ad click (if engagement tracking is enabled on the universal pixel)Cookiesa_*_adurlDuration1 hourDescriptionStores Region ID of each Auction ID of a recent ad click (if engagement tracking is enabled on the universal pixel)CookieretargetingUIDDuration1 weekDescriptionA unique identifier for the purposes of running 6sense Creative AdsCookieli_sugrDuration3 monthsDescriptionLinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.CookieIDEDuration1 year 24 daysDescriptionGoogle DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.CookiebscookieDuration1 yearDescriptionLinkedIn sets this cookie to store performed actions on the website.CookiebcookieDuration1 yearDescriptionLinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.CookieoptimizelyEndUserIdDuration6 monthsDescriptionOptimizely sets this cookie to store a visitor's unique Optimizely identifier. It's a combination of a timestamp and a random number.CookieMUIDDuration1 year 24 daysDescriptionBing sets this cookie to recognise unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.CookieCMIDDuration1 yearDescriptionCasale Media sets this cookie to collect information on user behaviour for targeted advertising.CookieCMPSDuration3 monthsDescriptionCasaleMedia sets CMPS cookie for anonymous user tracking based on users' website visits to display targeted ads.CookieCMPRODuration3 monthsDescriptionCasaleMedia sets CMPRO cookie for anonymous usage tracking and targeted advertising. Others Other cookies are those that are being identified and have not been classified into any category as yet. Cookiecookielawinfo-checkbox-othersDuration11 monthsDescriptionThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.CookieloglevelDurationneverDescriptionNo description available.Cookieint_vcDuration1 yearDescriptionDescription is currently not available.Cookieint_sDuration1 hourDescriptionDescription is currently not available.Cookie_cfuvidDurationsessionDescriptionDescription is currently not available.Cookieint_pvcDuration1 yearDescriptionDescription is currently not available.Cookieint_pvisitedDuration1 hourDescriptionDescription is currently not available.Cookie__Secure-ROLLOUT_TOKENDuration6 monthsDescriptionDescription is currently not available.CookieoptimizelySessionDuration6 monthsDescriptionDescription is currently not available.CookietvidDuration1 yearDescriptionNo description available.Cookietv_UIDMDuration1 year 1 month 4 daysDescriptionDescription is currently not available.Cookiesuppress-driftDurationpastDescriptionDescription is currently not available.CookieMSPTCDuration1 year 24 daysDescriptionDescription is currently not available. 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