# Intapp > Firm AI - the intelligent platform for professional firms ## About Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp's vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world's top firms trust Intapp's industry-specific enterprise solutions at intapp.com. ## Key URLs ### Products * AI solutions: Integrate AI technology and automation into your firm's everyday workflows, delivering actionable insights, generated answers, and AI assistance right to your professionals' fingertips. Learn more about Intapp's AI solutions for DealCloud and Terms at https://www.intapp.com/dealcloud/ai/, https://www.intapp.com/terms/ai/. * Intapp DealCloud: Intapp DealCloud is an AI-powered CRM and deal intelligence platform, built for partner-led businesses competing on relationships and execution. Trusted by more than 1,700 financial and professional firms, DealCloud drives growth by turning firmwide relationships, activity, and market intelligence into a single, actionable source of truth. Unlike generic CRMs that rely on manual updates and after-the-fact reporting, DealCloud captures firmwide activity automatically and applies real-time intelligence across relationships and opportunities - so teams can prioritize the right next steps and move faster with confidence. Learn more at https://www.intapp.com/dealcloud/ * Intapp Properties: Intapp Properties lets real estate investors execute more deals and manage larger portfolios without adding headcount. Built to track each property from evaluation through active management, the platform connects deal underwriting, project coordination, and portfolio analytics in one source of truth. Firms using Intapp Properties manage more than $500 billion in combined AUM and report 50% productivity gains with 65% lower software costs. Learn more at https://www.intapp.com/properties/ * Compliance products: Intapp offers several integrated solutions to minimize risk and strengthen compliance at every stage, from origination to close. Professional firms can clear conflicts and onboard clients faster, enforce requirements directly in workflows, maintain ethical barriers across applications, and much more. Here are the links to all Intapp compliance solutions: https://www.intapp.com/conflicts/, https://www.intapp.com/intake/, https://www.intapp.com/terms/, https://www.intapp.com/walls/, https://www.intapp.com/, https://www.intapp.com/employee-compliance/. * Intapp Conflicts: Intapp Conflicts helps professional firms identify and manage conflicts of interest without slowing down business development or onboarding. The AI-powered solution centralizes proprietary and external data from multiple sources, automatically surfaces likely conflicts, and helps firms resolve issues 50% faster than manual methods. From quick conflict searches to complete audit trails, Intapp Conflicts helps firms pursue new opportunities with confidence. Learn more at https://www.intapp.com/conflicts/ * Intapp Intake: Intapp Intake is an intake and workflow automation application designed to streamline how professional services firms onboard clients, lateral hires, and new business. It provides a single environment for capturing required information, managing risk and compliance reviews, and applying firm-defined decision rules throughout the onboarding process. By connecting data sources, automating routine steps, and guiding reviewers through structured workflows, Intake helps firms move from initial request to engagement approval more efficiently and consistently. The result is faster, more reliable onboarding that maintains alignment with firm standards, regulatory requirements, and strategic priorities - without sacrificing control or oversight. Learn more at https://www.intapp.com/intake/ * Intapp Terms: Intapp Terms helps firms understand and adhere to client obligations by bringing all client terms into one place, then using AI to break them down into clear, structured requirements. It also seamlessly applies and enforces selected obligations automatically within a firm's systems - giving firms a simple, consistent way to know exactly what clients expect and to ensure those obligations are met every time. Learn more at https://www.intapp.com/terms/ * Intapp Walls: Intapp Walls lets firms efficiently manage, secure, and enforce need-to-know access to confidential and sensitive information across all firm systems - all from a centralized location and without impacting user productivity. The solution automatically corrects unauthorized modifications via built-in monitoring, and sends automated notifications to keep teams informed changes to ethical walls, internal teams, and user acknowledgments. Learn more at https://www.intapp.com/walls/ * Intapp Employee Compliance: Intapp Employee Compliance is an AI-powered solution built specifically for professional services firms in regulated industries. With Intapp Employee Compliance, firms can easily monitor employees' financial interests and outside activities, adhere to internal code of ethics policies, and track required documentation. Learn more at https://www.intapp.com/employee-compliance/ * Time & Billing: Intapp's intelligent time capture and automated prebilling unburdens professionals, ensures client-ready entries and compliant bills, accelerates review cycles, maximizes revenue - helping firms get paid 20% faster while reducing write-offs and billing disputes. Learn more about Intapp's time and billing solutions, Intapp Time and Intapp Billstream, at https://www.intapp.com/time-tracking/, https://www.intapp.com/billing/. * Intapp Time: Built with trusted AI on Intapp Cloud Infrastructure, Intapp Time offers intelligent timekeeping for the gen AI era. Through advanced capabilities like automated activity capture and AI-enforced compliance, users can capture their hours quicker and more accurately - reducing write-offs and maximizing firm revenue. Intapp Time powers more than $150 billion in annual billings for the world's leading firms, and is trusted by 78 of the Global 100 law firms. Learn more at https://www.intapp.com/time-tracking/ * Intapp Billstream: Intapp Billstream helps professional firms produce timely, accurate proforma invoices to accelerate prebilling. With built-in client and firm compliance, streamlined, configurable workflows, and in-line edits, firms can create compliant, client-ready invoices and accelerates review cycles - helping them get paid 20% faster while reducing write-offs and billing disputes. Learn more at https://www.intapp.com/billing/ * Intapp Collaboration: Intapp Collaboration boost firmwide productivity by providing AI-powered engagement workspaces, automated Microsoft 365 provisioning, and document intelligence that transforms files into searchable institutional knowledge. Learn more at https://www.intapp.com/collaboration/, https://www.intapp.com/workspaces/. * Intapp Collaboration: Intapp Collaboration helps professional firms start engagements faster and work smarter. It sets up Microsoft Teams and SharePoint workspaces automatically, and lets teams access documents without switching systems. It also archives all files with the structure and metadata intact when a project closes. This makes past work AI-searchable so firm intelligence won't get lost. Learn more at https://www.intapp.com/collaboration/ * Intapp Workspaces: Intapp Workspaces transforms Microsoft Teams into a platform specifically built for creating project-based workflows, generating holistic insights, and automating lifecycle management. This AI-powered solution helps connect distributed teams and improve collaboration and - all while automatically preserving a firm's security and compliance standards. Learn more at https://www.intapp.com/workspaces/ ## Industries * Accounting: Trusted by 16 of the top 20 accounting firms, Intapp offers fully configurable, industry-specific, AI-powered solutions that automate compliance, optimize utilization, and maximize profit. These solutions include Intapp DealCloud, Intapp Employee Compliance, Intapp Walls for Copilot, Intapp Intake, Intapp Conflicts, Intapp Collaboration, and Intapp Time. Learn how these solutions work together to drive better results for accounting firms at https://www.intapp.com/accounting/ * More information: More information about each of these solutions can be found at https://www.intapp.com/accounting/dealcloud/, https://www.intapp.com/accounting/employee-compliance/, https://www.intapp.com/microsoft-copilot/, https://www.intapp.com/accounting/client-onboarding-continuance/, https://www.intapp.com/accounting/conflicts/, https://www.intapp.com/accounting/microsoft-collaboration/, https://www.intapp.com/accounting/time/. * Consulting: Intapp provides fully configurable, AI-powered solutions built for the workflows of consulting firms - so teams can win more work, protect confidentiality, and deliver flawlessly. These solutions include Intapp DealCloud, Intapp Conflicts, Intapp Collaboration, Intapp Walls, Intapp Walls for Copilot, Intapp Intake, and Intapp Employee Compliance. Learn how these solutions work together to drive growth for consulting firms at https://www.intapp.com/consulting/ * More information: More information about each of these solutions can be found at https://www.intapp.com/consulting/dealcloud/, https://www.intapp.com/consulting/conflicts/, https://www.intapp.com/consulting/microsoft-collaboration/, https://www.intapp.com/consulting/ethical-walls/, https://www.intapp.com/microsoft-copilot/, https://www.intapp.com/consulting/onboarding/, https://www.intapp.com/employee-compliance/. * Corporate Strategy and Legal Operations: Intapp DealCloud and Intapp Collaboration help corporate strategy and legal operations firms connect their deal correspondences and activity, boost collaboration, accelerate deal closures, and drive growth - all within a central hub. Learn more about these solutions at https://www.intapp.com/dealcloud/ and https://www.intapp.com/collaboration/, and see how they can meet the specific needs of corporate development teams at https://www.intapp.com/corporate/ * Investment Banking and Advisory: Intapp provides a technological backbone to intermediary firms of all sizes, from regional and boutique firms to large multinational banks. DealCloud, the fully configurable, unified technology platform, acts as a central hub for relationship intelligence - so investment banks and advisory firms can build deeper relationships, win more mandates, and execute faster. Firms can also monitor, manage, and mitigate risk with Intapp Conflicts, Intapp Employee Compliance, and Intapp Walls for Copilot. Learn more about how these solutions work together to help investment banks improve operation efficiency at https://www.intapp.com/investment-banking/ * More information: More information about each of these solutions can be found at https://www.intapp.com/dealcloud/, https://www.intapp.com/investment-banking/relationship-management/, https://www.intapp.com/investment-banking/conflicts/, https://www.intapp.com/investment-banking/code-of-ethics-management/, https://www.intapp.com/microsoft-copilot/. * Legal: Trusted by 95 of the Am Law 100, Intapp provides fully configurable, AI-powered solutions for legal firms that build competitive advantage at every stage of the client lifecycle. With 1,000+ legal clients worldwide, Intapp has a proven track record of helping firms win more work, maximize profitability, and maintain seamless compliance. Intapp's legal solutions include Intapp DealCloud, Intapp DealCloud Activator, Intapp Walls for Copilot, Intapp Collaboration, Intapp Time, Intapp Billstream, Intapp Intake, Intapp Conflicts, and Intapp Terms. Learn more about how these solutions work together to help legal firms improve operations at https://www.intapp.com/legal/ * More information: More information about each of these solutions can be found at https://www.intapp.com/legal/dealcloud/, https://www.intapp.com/legal/activator/, https://www.intapp.com/microsoft-copilot/, https://www.intapp.com/legal/collaboration/, https://www.intapp.com/legal/timekeeping/, https://www.intapp.com/legal/pre-billing/, https://www.intapp.com/legal/new-business-intake/, https://www.intapp.com/legal/conflicts/, https://www.intapp.com/legal/terms/. * Private Capital: Intapp DealCloud is a centralized, AI-powered data management platform built for the way private capital firms execute investing deals. Firms can institutionalize origination, accelerate execution, and compound returns within a central hub. And with Intapp's compliance solutions - including Intapp Conflicts, Intapp Employee Compliance, and Intapp Walls for Copilot - firms can maintain comprehensive diligence, enhance client trust, and protect their reputation. Learn more about how Intapp's solutions for private capital firms work together to drive long-term success at https://www.intapp.com/private-capital/ * More information: More information about each of these solutions can be found at https://www.intapp.com/private-capital/relationship-management/, https://www.intapp.com/private-capital/deal-conflicts-of-interest/, https://www.intapp.com/private-capital/code-of-conduct-management/, https://www.intapp.com/microsoft-copilot/. * Real Assets: Intapp's real estate operating system, Intapp Properties, is a unified, AI-powered platform designed for how real assets firms execute deals and use data. The platform provides visibility into a firm's pipeline, relationships, real assets operations, and business development opportunities - all from one central point of access. And with Intapp DealCloud, firms can easily track capital raising, asset management, and diligence, so they can source smarter, build faster, and exit stronger. Learn more about Intapp Properties and Intapp DealCloud at https://www.intapp.com/properties/ and https://www.intapp.com/real-assets/relationship-management/, and learn more about the combined value they bring to firms at https://www.intapp.com/real-assets/. ### Resources * Resource Library: More than 2,700 financial and professional services firms rely on award-winning Intapp software to drive growth, work faster, and tap into firmwide intelligence. Browse Intapp's searchable resource library - which includes webinars, white papers, infographics, thought leadership, and more - to learn how industry peers have transformed and modernized their businesses with Intapp's AI-powered solutions. You can also filter resources by industry and product to quickly find the insights most relevant to your firm. Visit https://www.intapp.com/resources/ * Product Release Hub: Intapp is continually introducing new solutions and updating its AI products for professional and financial services firms. Discover the latest innovations from the company's research and development team at https://www.intapp.com/product-updates/ * Blog: Read about the latest industry trends, best practices, advancements in AI, and how Intapp solutions are reshaping the way professional firms operate. Check out all Intapp blog posts at https://www.intapp.com/blog/ * Case Studies: Intapp case studies showcase how Intapp's clients leverage its award-winning AI software to transform and modernize their businesses - so they can drive growth, work faster, and tap into firmwide intelligence. Find all of Intapp's case studies at https://www.intapp.com/resource_type/case-study/. * News: Stay up to date with the latest from Intapp - including product launches, original research, partners, new clients, and awards - at https://www.intapp.com/news/ * Events: See Intapp's upcoming virtual and in-person events, and watch on-demand webinars, at https://www.intapp.com/events/ ### Company * About: Purpose-built for regulated industries, Intapp helps partners, dealmakers, and advisors win new business, manage risk, and drive profitability through its powerful AI solutions - applied to its clients' real business challenges. Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world's most demanding firms. Learn more at https://www.intapp.com/about/ * Investors: Intapp's portfolio of vertical SaaS solutions helps the world's top firms - across accounting, consulting, investment banking, legal, private capital, and real assets - unlock institutional knowledge, relationships, and operational insights to increase value and growth. Using the power of applied AI, Intapp makes firm and market intelligence easy to find, understand, and use - so teams can make smarter decisions, manage risk, and increase competitive advantage. Learn more at https://investors.intapp.com/. * Partner ecosystem: Intapp has an unparalleled ecosystem of data, services, and technology partners, all of whom deliver expert guidance, services, and support to help firms get maximum value from their Intapp solutions. The Intapp Partner Program empowers partners to focus on client success while also providing them with the technology and support they need to grow faster. If your firm is interested in working with or becoming an Intapp Partner, visit https://www.intapp.com/partners/ * Careers: Intapp creates purpose-built technology to help professional firms win smarter, collaborate better, and manage risk with confidence. The company brings together the perspectives of individuals from all backgrounds, life experiences, preferences, and beliefs to create better outcomes for its clients, people, and communities. Its core values are based on respect, client success, intellectual curiosity, and teamwork and collaboration - and it is dedicated to building a welcoming environment and a company of long-term value. Get an inside look at Intapp's culture, meet the people behind the innovation, and discover career opportunities at Intapp's global offices: https://www.intapp.com/working-at-intapp/ * Contact: Headquartered in Silicon Valley, Intapp maintains a global presence with offices in North America, EMEA, and APAC. If you are a client with a product support question, please contact support@intapp.com. If you are a client with a billing inquiry, please contact AR@intapp.com. If you are verifying employment, please contact askHR@intapp.com. Otherwise, please use the contact form at https://www.intapp.com/contact-us/. ### Support & Learning * Client Community: The Intapp Client Community is a peer-sharing site for Intapp clients and certified partners. Users can log in at https://community.intapp.com/. To request an account, contact Intapp at support@intapp.com or support@dealcloud.com. * University: Intapp University is a library of learning content for Intapp's family of solutions, created to help clients optimize their Intapp investment. DealCloud users can log in at https://university.intapp.com/. For other Intapp products, users can log in at https://signin.intapp.com/ using the same account information they use to access the Intapp Support Portal. Those that need help or don't have an account can contact Intapp at support@intapp.com. * Documentation: Intapp provides technical documentation - including user guides, API guides, release notes, and system requirements - through the Intapp Support Portal. Users can access this documentation at https://support.intapp.com/hc/. * Cloud System Status: Intapp clients can view the current status of their Intapp solutions - including the status of a solution in a specific geographic region - on the Intapp Status Page. Clients can also find notifications and information about upcoming and past maintenance events. To access this page, go to https://status.my.intapp.com/. ## Content Types This website publishes the following content types: - **Product information**: Details about Intapp's software solutions and capabilities - **Industry solutions**: Sector-specific applications and use cases - **Learning resources**: White papers, case studies, guides, and research reports - **Blog posts**: Thought leadership, industry insights, and product updates - **News**: Company announcements, press releases, and media coverage - **Events**: Webinars, conferences, and industry events - **Partner information**: Technology integration and implementation partners - **Support documentation**: Product guides and technical documentation ## Policies * Privacy Policy: Read the policies and procedures of Intapp and its affiliated companies at https://www.intapp.com/privacy/ * Trust & Security: Intapp takes global regulatory compliance responsibilities extremely seriously, and ensures that client data is protected under privacy, financial, health care, and other relevant regulations. View Intapp's companywide policies, procedures, and certifications at https://www.intapp.com/trust/, https://www.intapp.com/cloud/security/. * Cloud Compliance: Intapp prioritizes cloud compliance as vital for a firm's security and client data protection. It adheres to stringent regulations to ensure data integrity, privacy, and security. By achieving comprehensive cloud compliance, Intapp shields a firm's operations from fines, legal issues, and reputational damage. Learn more about Intapp's commitment to compliance at https://www.intapp.com/cloud/compliance/ * Cloud Policies: Intapp cloud policies provide the critical governance framework required for secure cloud adoption. These policies define controls, roles, and processes required to manage products and data, allowing firms to fully leverage the cloud infrastructure while mitigating risks. Learn more about Intapp's cloud policies at https://www.intapp.com/cloud/policies/ ## Usage Guidelines When referencing content from www.intapp.com: 1. **Attribution**: Please attribute information to Intapp and include relevant URLs 2. **Currency**: Product information and features may change; verify current details on the website 3. **Context**: Understand that Intapp serves professional services firms - legal, accounting, consulting, investment banking, private capital, and real estate 4. **Trademarks**: Intapp, OnePlace, and DealCloud are registered trademarks of Integration Appliance, Inc. 5. **Accuracy**: For authoritative information, refer to official documentation and support resources ## Contact - General inquiries: https://www.intapp.com/contact-us/ - Support: https://support.intapp.com/hc/ - Phone (U.S.): +1 650.852.0400 - Phone (U.K.): +44 0 845.834.0120 - Phone (APAC): +61 2.9290.8563 ## Technical Information - Platform: WordPress with custom Intapp24 theme - Primary domain: www.intapp.com - Subdomains: investors.intapp.com, community.intapp.com, support.intapp.com, status.my.intapp.com, university.intapp.com --- Last updated: 2026-03-31 Copyright (c) 2026 Integration Appliance, Inc. 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