Intapp Relationships focuses on real business contacts, not courtesy connections, helping you maximize strategic relationships to drive firm growth. Easily pinpoint the person within your firm who’s best poised to deliver a pitch, and which contacts could use more attention. Eliminate dirty and duplicative data while keeping key contacts’ information current — all with minimal manual effort.
Inform strategic growth
Quickly identify high-value relationships that support business development.
Deepen client engagement
See the relationship connections that support cross-selling initiatives.
Improve firm productivity
Add and update relationship information with zero-entry ease.
Build revenue opportunities
Reduce opportunities lost to incorrect or outdated CRM contacts.
Ensure data quality without manual input
Capture and analyze email signature data — job title, work email, work phone, office address, and more — without lifting a finger.
Create a single, global contact database
Turn firmwide email signature data into complete and current contact details. Never second guess whether a contact is outdated or inaccurate.
Generate insights from calendar and email data
Pinpoint the people within your firm who maintain the strongest relationships with any given contact, based on actual interactions.
Encourage relationship building behaviors
Receive alerts when important details change or a relationship begins to wane, prompting you to keep in touch with all of your important contacts.
Create, augment, or edit lists for effectiveness
Easily add new people to contact lists, and analyze lists using parameters such as last contact, relationship score, and email frequency.
We were blown away. It was such a simple solution.
Helen Rizzo, Marketing Technology Administrator
Products and packages
Drive growth, expand cross-selling opportunities, and use AI to leverage your detailed and up-to-date experience and expertise.