The industry cloud for partner-driven firms operating in this client-empowered era
The Intapp industry cloud for professional and financial services
Discover the first and only option built specifically for partners, providing personalized insights and AI-driven recommendations that drive business outcomes – with zero entry. Built from the ground up to help each partner drive business and to empower leadership to strategically manage the firm, Intapp unifies the client lifecycle – from strategy through origination and execution.
Win and grow business
Powered by intelligent relationship management and data-derived insights, you can build better client, practice, and sector strategies to compete more effectively.
Drive down the cost of services delivery and reduce overhead via decreased work-unit costs, re-engineered delivery processes, smarter work allocation, and process automation.
Accurately capture work effort, discover the true cost of engagements, and reduce write-downs and write-offs while ensuring compliance to client requirements.
Manage risk and compliance
Avoid regulatory, financial, and client risk, secure your firm’s sensitive information, and protect your brand.
Drive client success
Deepen your relationships with clients, partners, and investors while delivering the service and results they demand.
A purpose-built industry cloud
Unified client lifecycle
Intapp offers leaders strategic tools and insights and helps firms succeed across the entire client lifecycle, from strategy to origination to execution.
The Intapp cloud comprises interconnected, best-of-breed components that support the needs of professional and financial services firms.
The Intapp Tech Foundation — based on AI, enterprise-grade security, a common data core, and pre-built integrations — powers all Intapp products and solutions.