Intapp

5.0(20 reviews)

AI-powered solutions for professional services.

Intapp Overview

What is Intapp?

Intapp is an AI-powered software solution primarily designed for professional sectors which include accounting, consulting, corporate, investment banking, and legal. The platform offers a suite of applications, each with unique capabilities. DealCloud focusses on relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, as well as experience management. Intapp Conflicts and Intapp Employee Compliance both target ethical and workplace compliance. Intapp Intake, Intapp Terms, and Intapp Walls are tools specifically designed to handle different client interactions, due diligence, and ethical information barriers respectively. Intapp's 'Time' category includes Intapp Billstream and Intapp Time, both focusing on billing and time tracking. In addition, Intapp also provides document management tools and collaborative workspace solutions under its 'Collaboration' category. The platform's solutions are highly industry-specific, providing conflict-of-interest management for accountants and consulting firms, corporate counsel matter management for corporate sectors, ethical and conflict management in investment banking, and robust tools for law firms including anti-money laundering and client development. Intapp offers the capacity to schedule demos for a hands-on experience of its tools. Help other people by letting them know if this AI was useful. Add your own prompts and outputs to help others understand how to use this AI.

Screenshot gallery

Intapp screenshot

Pros & Cons

Pros

  • Industry-specific solutions
  • Range of applications
  • Deal and relationship management
  • Ethical and workplace compliance
  • Client interaction tools
  • Billing and time tracking
  • Document management
  • Collaborative workspace solutions
  • Capability to schedule demos
  • Anti-money laundering tools
  • Conflict-of-interest management
  • Corporate counsel matter management
  • Built on Microsoft Azure
  • Service for various sectors
  • Real assets market solutions
  • Private capital solutions
  • Employee compliance tools
  • Intake management
  • DealCloud platform
  • Resource library for each tool
  • Constant updates for products
  • Secure cloud infrastructure
  • Data architecture and integrations
  • Partner ecosystems
  • Implementation services
  • Automated timekeeping
  • Client onboarding and risk assessments
  • Integrated CRM capabilities
  • Microsoft 365 collaboration enhancement
  • Compliant pre-billing
  • Attestation and declaration management
  • Offer solutions per service lines
  • Personal independence management
  • Lateral hire onboarding
  • Outside counsel guideline compliance
  • Code of ethics management
  • Robust tools for law firms
  • Tools for service line specifics
  • Compliant timekeeping
  • Client development tools
  • Ethical walls compliance
  • Code of conduct management
  • Deal conflicts of interest solutions
  • Corporate finance solutions
  • Transaction advisory solutions
  • Corporate development solutions
  • Compliance and data protection
  • Opportunity conflicts of interest
  • Investors Site and Events Hub

Cons

  • Industry-specific tools
  • Complicated suite of applications
  • Targets mainly professional sectors
  • Limited collaborative workspace solutions
  • Potential data overload
  • Not beginner friendly
  • Lengthy onboarding process

A Professional Framework to Evaluate Intapp

When considering Intapp for integration into your organizational workflow, we recommend deploying a structured score card across three critical operational pillars: Security & Compliance, Integration Friction, and long-term Price Scalability. Rather than looking only at basic feature lists, modern procurement teams must assess how a software platform behaves under high load and how well it fits into the team's data security guidelines.

1. Security and Database Compliance

Depending on your operating region and field, ensure that Intapp supports standard security layers such as SOC 2 Type II certifications, GDPR compliance, or HIPAA-compliant database encryption. If the tool connects directly to client database tables or handles user passwords, verify that they implement multi-factor authentication (MFA), single sign-on (SSO) integrations, and end-to-end data encryption in transit and at rest.

2. API Coverage and Custom Integrations

Siloed data is the primary cause of operational friction. Evaluate if Intapp has native connectors for your current project trackers, messaging hubs, and customer communication channels. For custom developer requirements, check if they provide a fully documented REST API with reasonable rate limits, comprehensive Webhooks support, and robust SDK packages in your language. A flexible API layer saves hundreds of hours of manual copy-paste overhead.

3. Total Cost of Ownership (TCO)

SaaS pricing packages are often deceptively simple. When reviewing Intapp's billing structure, map out your team's projected expansion over the next 12 to 24 months. Determine how costs scale as your customer database increases or as you add team members. Factor in setup costs, mandatory support plan upgrades, API access fees, and storage overage rates to understand the true cost before committing to a contract.

By combining verified user reviews from our directory with internal workflow pilot tests, your procurement team can make an informed decision that drives productivity without creating capital waste.

Features of Intapp

  • AI Powered Software
  • Professional Services
  • Conflict Of Interest Management
  • Ethical Compliance
  • Law Firms Tools
  • Legal Sector

SaaS1to10 verified reviews for Intapp

Overall rating

5.0

Based on 20 reviews

5.01 weeks ago

Review

Used this for a quick ebook draft and it got the structure down pretty well. The first chapters were stronger than the later ones, but it’s a useful starting point if you want to turn an idea into something readable fast.

Niraj Katy

5.01 weeks ago

Review

10 MB Limit does limit usability best if .pdf contains NO images.

Steve Bastiman

5.01 weeks ago

Review

Thanks for the nice comment Cath! I'm working on it by myself, it's the first app that I build and I try to make the customer experience as good as I can. It's always the number one focus.

Marc Lamy

5.01 weeks ago

Review

The site has a fantastic presentation and from what we tested the features are perfect. Congratulations to the development team

Tudonumclic Consultoria

5.01 weeks ago

Review

It is not free. So i couldnt test anything

Isa Venancio

5.01 weeks ago

Review

The most humanly AI i have used so far but the problem is as soon as you start piling up messages in single chat session , it starts getting slow and at some point it starts freezing and also uses a lot of resources. For time being its okay to do 3 4 messages but as soon as we continue it has messages limitation and also starts getting very very slow . For the price of £18 per month this is unacceptable and with the newly introduced feature called project, if we start new chat within the project we cannot continue with the context we provided in other chats within same project. There are lot of improvements for them to work on. And to start with the its speed and its price

Bibash Katel

5.01 weeks ago

Review

I joined Kin's beta program on my iPhone XR. After upgrading to an iPhone 13, I found that I couldn't log into my existing account on the new phone, forcing me to create a new account. Now, I have two separate Kin accounts on different phones. Today, when I accessed the beta version of Kin, I got a notification stating that the test version ended on Monday, September 23rd. It instructed me to back up my data and move to the official Kin app. I did as advised—backed up my data, confirmed, uninstalled the beta app via TestFlight, and installed the official Kin app. However, when I attempted to “log in”, I was still unable to access my existing account. This issue hasn't been resolved yet. I have been trying desperately to get in contact with the support team. I left feedback through the test flight app and sent emails. No response. Now trying to find a forums, Reddit posts, TAAFT comments☻

Desiree Miller

5.01 weeks ago

Review

B12 exceeded my expectations especially after I tried a few similar tools. Signing up took under a minute and because I offer a very specific set of services as a consultant, I didn't expect the AI to be able to capture my work, but it did a great job with creating content for me. I only had to make a few edits, add my bio, and was able to publish that same day. Now I get lots of compliments on my site and I've even tried their other tools like email marketing, which is great because the emails match my site's appearance. Overall I would recommend B12 as an effective, affordable, and easy to use website solution.

Katie G

5.01 weeks ago

Review

This is an awesome tool for creating content very fast. I use it daily for my LinkedIn posts. However, you need to be crystal clear about what you actually want from it. Superb tool!

Archana Prabhune

5.01 weeks ago

Review

I'm new in using AI tools, but i found @COACH quite helpful! It follows you step by step both analyzing your situation and finding resources... thanks!

Gabriele Orsini

5.01 weeks ago

Review

Suppppeeeeerrr! Wowwww! @Mindsmith is absolutely fantastic! It is incredibly useful, easy to use, and very professional.

Claudia Scilletta

5.01 weeks ago

Review

Went from a C to an A in Cognitive Psychology using @Thea!!

Sarah White

5.01 weeks ago

Review

Great tool! Was very helpful in content production

Duck Typer

5.01 weeks ago

Review

I think it's the best @Image Generator I ever found on the net. It gives more accurate image according to the prompt. And thank you for keeping it for free.

My Sawsiri

5.03 weeks ago

Review

This is a nice concept. Anyway app needs to be more polished. Can’t delete notes. I was expecting auto assign of topics, or at least suggestions to be more creative instead of just showing some random words from the text I’ve entered.

Andre

5.03 weeks ago

Review

You can now ask AI about your typed note. This issue has been fixed.

MyMemo

5.03 weeks ago

Review

Impressive, looks like what I needed all these years... Finally I found something useful!

Felix F.

5.03 weeks ago

Review

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Ali Atasever

5.03 weeks ago

Review

I may be wrong, but it seemed like any RAG Agent

kanawati

5.03 weeks ago

Review

Love this!! 100x better than Notion, this should get more attention

Troy

Pricing

Starting Price

Contact vendor for pricing

Pricing may vary based on team size and features selected.

Where can Intapp be deployed?

  • Cloud, SaaS, Web-Based

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