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    Practical insights for professional
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Intapp CRM

From sourcing through origination and execution, Intapp CRM provides a seamless experience to help you enhance revenue, reputation, and retention.

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Engagement DNA™

Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.

5 MIN READ

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Minimize risk and maximize profits

Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with Intapp Unified Business Acceptance.

5 MIN READ

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Intapp Integrate cloud deployment features

Integrate allows you to easily operate in the cloud, enabling the integration of the Professional Services Platform with other cloud-based business applications.

2 MIN READ

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Intapp secure cloud

The Intapp Secure Cloud enables firms to securely access cutting-edge technology from any device or location while providing the necessary agility, flexibility, and scalability to respond quickly and effectively to the firm’s challenges.

7 MIN READ

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A quick guide to on-boarding efficiency

Law firms are opening matters faster with mobile-enabled processes, AI-assisted client terms capture and automation of the entire workflow.

5 MIN READ

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A quick guide to client engagement risk and compliance

Law firm business acceptance now must extend beyond initial conflicts and intake procedures and inject continuous monitoring of OCG compliance, information access controls and client corporate changes.

5 MIN READ

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A quick guide to client evaluation

Learn how Intapp allows you to comprehensively review, analyze, and score potential clients more efficiently.

5 MIN READ

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The business acceptance lifecycle: a comprehensive approach

Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.

7 MIN READ

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Conflicts management: the special case of restructuring and bankruptcy engagements

Learn how Intapp enables firms to automate the conflict management process for restructuring retention applications—expediting conflict clearance and increasing compliance.

5 MIN READ

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Total time management: the cornerstone of financial control

Learn how Intapp’s automated capture technology helps tax professionals and firm management—accelerating revenue by accurately recording time spent on each engagement.

10 MIN READ

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Dedicated solutions for the trust and corporate services industry

Learn how Intapp’s workflow and integration solutions help automate privacy and compliance for the Trust and Corporate Services industry.

5 MIN READ

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Intapp Integrate data sheet

Learn how Intapp Integrate simplifies communications from different systems, making it quick and efficient to execute a broad range of IT tasks.

5 MIN READ

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A fresh approach to workflow and legal practice automation

Discover how Intapp Flow integrates various legacy systems into an intuitive, web-based interface optimized for speed and simplicity.

5 MIN READ

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Total time management for firms of all sizes

Explore the advantages of Intapp Time and read perspectives of firms that have come to depend on the product to redefine the traditional relationship between time and billing.

5 MIN READ

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Intapp Walls—matter security, client confidentiality, and compliance

Explore how firms are using Intapp Walls to create a centralized information security solution that provides unprecedented capability and control.

5 MIN READ

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Top 10 reasons firms use Intapp Walls and Activity Tracker

Discover how law firms are using Intapp Walls to address security and compliance requirements.

5 MIN READ

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Coming to terms with tougher client requirements

Learn why innovative firms use the power of Intapp Terms to quickly access contracts, review terms, check obligations, and track related documents.

5 MIN READ

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Transforming practice strategy into practical execution

Learn how Intapp Conflicts makes it easier to navigate regulatory rules, compliance requirements, and professional standards.

3 MIN READ

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Introducing Intapp Pricing

Take a look at the key benefits offered with Intapp Pricing and learn how it modernizes value-based price propositions.

5 MIN READ

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Intapp Experience data sheet

Learn how Intapp Experience provides a robust, comprehensive view of a firm’s past experience–allowing it to focus on pursuing relevant new business.

5 MIN READ

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New business acceptance is broken – Intapp Intake fixes it

Learn why Intapp Intake is the leading business acceptance solution and how it facilitates an efficient, information-driven client evaluation process.

5 MIN READ

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Intapp Intake for engagement letters

Explore how Intapp Intake makes it easy for firms to automatically draft and manage engagement letters as part of their standard inception process.

2 MIN READ

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