Scale your consulting firm with clarity and control

Unify client, engagement, and compliance data to scale successfully and reduce exposure.

Speak with our team

Growth adds both new opportunities
and greater complexity

As consulting firms expand into new services and markets, relationships begin to intersect in ways that aren’t always visible.
The same client appears across practices. Teams collaborate across offices. New engagements build on existing ones.
At the same time, AI is accelerating how firms access and use information — increasing both opportunity and exposure. 
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
  • Risk and compliance processes in separate workflows

This fragmentation makes it difficult to answer key questions:

  • Do we already have a relationship with this client?
  • Are there conflicts or obligations to consider?
  • 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

See all client relationships in one place across practices, offices, and regions.
Identify conflicts and risks early with built-in compliance workflows.
Evaluate new opportunities with full context on existing engagements and oblications.
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.