Risk and compliance software for firms | Intapp

A risk and compliance platform brings the work of accepting new business and protecting the firm — client and matter intake, conflicts clearance, client terms, information barriers, and employee compliance — into one connected system. Intapp’s compliance suite is built for the specialized workflows and regulatory obligations of firms in highly regulated industries. It’s also powered by Intapp Celeste — the expert AI coworker that delivers Firm AI — across every step.

The suite includes Intapp Intake for client and matter onboarding, Intapp Conflicts for conflicts clearance, Intapp Terms for client terms and outside counsel guidelines, Intapp Walls for information barriers and AI governance, and Intapp Employee Compliance for personal trading and code-of-conduct monitoring. Each runs on a shared data foundation, so information that’s captured in one workflow is available to the other solutions.

New business intake and conflicts clearance are two of the most consequential steps in a firm’s growth engine. Intake gathers and risk-assesses information about a prospective client or matter, while conflicts clearance checks that information against the firm’s existing clients, matters, and relationships. Intapp Intake and Intapp Conflicts are built to work together — so acceptance decisions are faster, cleaner, and fully documented.

Information barriers — also called ethical walls — restrict access to confidential client and matter information on a need-to-know basis. Intapp Walls enforces these barriers automatically across the systems your firm already uses and extends the same controls to AI tools like Microsoft Copilot, so sensitive information stays protected as your firm adopts AI.

Agentic AI performs the repetitive work inside compliance processes — extracting data, running conflicts searches, matching corporate trees, and triaging results — so professionals spend more time applying judgment, not conducting manual reviews. Intapp Celeste is embedded directly into intake, conflicts, and other workflows, grounded in the firm’s own data and policies.

Intapp Employee Compliance monitors employees’ personal trading, gifts, outside business activities, and code-of-conduct attestations, and gives compliance teams an auditable record for regulators. Personal holdings data can feed directly into conflicts checks, connecting it with Intapp Conflicts so independence and conflict risks surface during client acceptance.

Intapp builds for professional and financial services firms in highly regulated industries, including legal, accounting, consulting, investment banking and advisory, and private capital. Each industry solution is preconfigured for the compliance requirements and workflows of that market.