Industry: Professional services

Intapp Terms helps firms store, categorize, view, and manage OCGs, client requirements, vendor contracts, and more in a centralized location. Visibility into client guidelines ensures firms are up -to -date on the latest information and in compliance with agreements.

Centrally control, monitor, and report on the entire confidentiality lifecycle. Intapp Walls offers an automated approach that limits access to sensitive matters across applications — without impacting user productivity or convenience.

Intapp Workspaces extends Microsoft Teams to provide engagement-centric experiences, 360-degree insights, and automatic engagement lifecycle management. It helps boost collaboration, connecting distributed teams while automatically preserving your firm’s security and compliance standards.

Accelerate and simplify deal team clearance. View current deal assignments via a centralized search and quickly determine whether your team members are eligible to work on certain projects.

Save time and eliminate the administrative burden of contacting, researching, and setting up an employee's brokerage feed data. With Intapp Employee Compliance, your firm can rest easy knowing that we set up, manage, and maintain the brokerage data feeds. Reduce human error and false positives when validating trade approvals when you receive the brokerage data in a standardized and normalized format.

Simplify the complex process of client interaction with Intapp DealCloud’s Activator hub. DealCloud provides essential tools and guidance for prioritizing outreach, building networks, and understanding client needs.

Intapp DealCloud deal management solutions enables tracking of deal flow and relationships by providing a comprehensive view of every deal as they move through the pipeline towards closing.

Intapp DealCloud’s advanced search function lets your firm search across the entire database in a matter of seconds, saving you time and effort in finding the exact piece of information you need.

Intapp DealCloud's "Work on Behalf of" functionality makes it possible for users to execute on work within the DealCloud platform on behalf of someone else.

Drive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence embedded in your workflows.