Grow faster with secure, compliant AI
Amplify your firm’s performance with secure agentic AI designed for regulated industries. Find mandates before competitors and close deals faster with centralized, real-time intelligence that’s embedded in your existing workflows.
Relationship intelligence
See every connection across your firm to identify mandates.
Zero-entry activity capture
Automatically log interactions and meetings from Microsoft Outlook.
Workflow configurability
Build flexible workflows that standardize best practices and enforce governance.
Data foundation
Manage complex business with prebuilt, industry-specific data models and schemas.
Data enrichment
Automatically enrich your data with Intapp Data and premium market feeds.