Relationship overlap
As consulting firms expand into new services and markets, relationships begin to intersect in ways that aren’t always visible.
Scale your consulting firm with clarity and control
Unify client, engagement, and compliance data to scale successfully and reduce exposure.
Growth adds both new opportunities and greater complexity
Cross-practice collaboration
The same client appears across practices. Teams collaborate across offices. New engagements build on existing ones.
AI-powered insights
At the same time, AI is accelerating how firms access and use information — increasing both opportunity and exposure.
Limited visibility
Without a clear, firmwide view of clients, engagements, and obligations, it becomes harder to confidently evaluate new work.
Don’t take chances on making decisions with partial information
In most firms, critical information is spread across systems:
Client data in CRM, inboxes, and spreadsheets-
Engagement details in delivery tools
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Risk and compliance processes in separate workflows
This fragmentation makes it difficult to answer key questions:
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Do we already have a relationship with this client?
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Are there conflicts or obligations to consider?
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Who across the firm is involved?
AI can surface powerful insights — but only if the underlying data is complete and compliant.
Intapp gives you a complete view of your firm
Unified client relationship visibility
See all client relationships in one place across practices, offices, and regions.
Early conflict and risk detection
Identify conflicts and risks early with built-in compliance workflows.
Informed opportunity evaluation
Evaluate new opportunities with full context on existing engagements and oblications.
Data confidence
Empower teams with AI grounded in complete, trusted data.
Grow revenue without increasing risk
Speak with an expert
See how leading consulting firms are tackling visibility gaps across clients, engagements, and risk — and where they’re focusing first.