• OnePlace Operations & Finance Powers the Quote-to-Cash Process

    The only end-to-end cloud solution for natively integrated pricing and time capabilities, OnePlace Operations & Finance powers an efficient and profitable quote-to-cash process.

Configure, Price, Quote

Expertly price engagements with AI-derived insights

  • Instantly derive a starting point for pricing, resourcing, and building scenarios that fit both client needs and firm’s goals, leveraging the AI capabilities of Engagement DNA™ to assess similar past work.

Model budget and resource scenarios

  • Model and consider a range of resourcing, fee arrangements, rates, and discounts with smart and dynamic integrations and profitability levers.

Learn more about OnePlace Operations & Finance pricing capabilities.

Client and Engagement Onboarding and Credit Management

Reduce onboarding time and decrease risk

  • Evaluate and accept new business strategically, efficiently, and compliantly.
  • Manage credit checks and automate ongoing monitoring with integrated third-party data.

Accelerate business acceptance and holistically manage risk with Intapp integrated risk solutions.

Engagement Delivery

Capture every minute of work

  • Ensure all activity is recorded with automated time capture and active time prompting.

Proactively manage work to budget

  • Monitor time down to the timecard activity details, including submitted and unsubmitted time.

Ensure compliance with client requirements

  • Increase realization and client satisfaction with integrated terms management that proactively ensures time and billing compliance.

Learn more about Intapp Time, the industry-leading timekeeping solution with integrated client terms.

Download the IDC whitepaper exploring the business value of Intapp Time and Intapp Terms.

Invoice Management

Simplify billing

  • Intapp solutions can integrate with virtually any internal or external financial management solution, including eBilling Hub.

Learn more about Intapp holistic operations and finance solutions.

Collections Management

Automate and simplify accounts receivable

Streamline A/R and prebill write-downs and fee arrangement approvals with easy-to-use forms and notifications.

Learn more about the Intapp Client Care Program.

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