• Intapp Flow

Drive operational efficiency across your organization

Modernizing professional services delivery means redefining and automating key workflows. Intapp Flow enhances process-creation and optimization through a powerful experience built for practices, business services, and clients.

Accelerate work

Speed up communications, approvals, and decisions. Rapidly deploy processes in two weeks or less.

Simplify processes

Streamline workflows, eliminate the need for complex and custom coding, and empower IT teams, business services, and practices to rapidly build and automate key processes.

Reduce costs and human error

Use technology to automate back-office processes or pieces of disaggregated engagements to reduce effort and costs. Improve quality and reduce human error.

Enhance collaboration

Connect firm clients to professionals and business services, enabling client reviews, updates, and approvals through external facing processes.

Kickstart your workflows with Intapp templates

To help address the process and workflow automation requirements of today’s professional service environments, Intapp Flow offers business-ready templates that accelerate a range of common functions.

Human resources

  • Lateral/staff hire (joiners)
  • Temporary (summer) hires
  • Lawyer/staff departure (leavers)
  • Candidate recruitment
  • HR requests


  • Inquiry
  • Payroll
  • Accounts payable
  • Expenses reimbursement
  • Lawyer referral tracking
  • PO request


  • Transportation request
  • Conference room
  • Visiting staff provisioning
  • Courier request

Risk management

  • Audit letter requests
  • Request to trade stock


  • Onboarding/user account  provisioning
  • Account de-provisioning
  • Equipment requests

Documents & records

  • Workspace creation
  • File creation
  • File closure
  • File retrieval
  • Document production

Get more from Intapp Flow with additional products

Intapp Integrate

Helps streamline IT architectures, implement master data management frameworks, and automate a variety of critical business functions.

Intapp Experience

Uses AI and workflows to provide a global, granular, and up-to-date database of firm experience & expertise.

Learn more with these helpful resources from Intapp

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