Software solutions for the consulting industry

Software solutions for the consulting industry

Improve your firm's performance
— with the power of AI

Improve and modernize your consulting firm’s operations to increase transparency, collaboration, and revenue with a fully configurable AI-powered solution.

Better manage risk and compliance, operate more efficiently, raise both employee and client satisfaction, and strengthen relationships and deal execution — with solutions built for the workflows of professionals.

Improve efficiency at your consulting firm

Deal and relationship management

Build strategic relationships, create more opportunities. and boost win rates while accelerating service delivery. Gain insights into historic pursuits, past engagements, and your firm’s collective relationship ecosystem.

Client onboarding and risk assessments

Onboard new clients and assess the potential risks they pose to your firm — more quickly and thoroughly than ever before. Modernize onboarding with dynamic risk-based questionnaires, workflows, and scoring models. Integrate data from your other systems and third-party providers, so your teams can access all the information they need for fast, accurate client onboarding.

Conflicts management

Quickly review, resolve, and report on conflicts of interest from a single destination. Provide your firm’s partners and risk professionals with a combined view of your firm’s client and engagement data as well as trusted third-party data. And with built-in AI to further help identify and escalate potential conflicts, your team members will save time on every risk assessment.

Ethical walls management

Set up, monitor, enforce, and report on ethical walls throughout the entire confidentiality lifecycle with one single, centralized solution. Automatically enforce access rules across all applications without impacting the productivity or experience of your consultants.

Microsoft 365 collaboration

Get the most out of AI through by integrating Intapp with Microsoft 365. Automatically create secure Teams and SharePoint workspaces that support consulting firm engagement workflows. and simplify content management. With a Microsoft environment built for engagement delivery, you can streamline how your team works, minimize information governance risk, and improve client engagement delivery.

Microsoft Copilot

Adopt Microsoft Copilot and remain confident that your firm’s data is secure. Prepare your firm for Microsoft Copilot by applying your firm’s business structure and security requirements to firm, client, and engagement data in Microsoft 365 and beyond.

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