Intapp introduces Firm AI — the AI category built for the business of a professional services firm, not just the individual professionals inside it. Professional compliance is the foundation upon which all AI must operate.

Read this interview with Intapp’s Nikolaus Grefe to learn what separates Firm AI from generic AI, and why firms using Firm AI tools will compete differently.

The firms winning the most business aren’t pitching harder. They’re operating on better intelligence. Here’s what that looks like in practice.

Intapp introduces Firm AI — the AI category built for the business of a professional services firm, not just the individual professionals inside it. Co-worker agents are the key to unlocking firm growth.

Extracts every disclosed financial input from a CIM and builds a fully populated LBO model, leaving only what the CIM doesn’t cover for the deal team to complete. Every formula, tab, and named range in your template stays exactly as built.

Reads a terms document to work out its type, status, and the client or matter it belongs to, then uploads it with that metadata after you confirm it’s correct. Works whether the document arrives by email or gets uploaded directly.

Reads an incoming client email, checks whether the client already exists in your firm’s records, and creates a properly routed intake request. Shares the finished request with the right assistants automatically.

Pulls every linked sale, lease, and rent comparable for a deal and builds a positioning analysis against that comp set. Only includes the comp types that actually exist for the deal, so the report never has empty sections.

Pulls a deal’s asset, financial, funding, and comparables data into a single screening summary, flagging return metrics and underwriting shifts along the way. Gives deal teams one consistent view instead of six separate lookups.

Builds a complete pipeline view for any metro area you cover, spanning acquisition, development, and disposition deals alongside current market context. Brings in assets, brokers, and key contacts, so nothing about that market is missing from the picture.