Customer Success

Intapp’s approach to customer success blends deep personal engagement with a robust data-driven engine that monitors customer health and satisfaction across many variables to deliver an exceptional customer experience that is tailored to meet the individual needs of each customer.

Each Intapp customer is assigned a dedicated customer success manager. This ensures customers receive a consistent experience from day one and that an understanding of the business objectives established pre-sales is carried through implementation, adoption and beyond.

Post-implementation, the customer success manager serves as the primary point of contact should issues or concerns require escalation or new business needs arise. The customer success manager maintains regular contact with customers through quarterly business reviews, product roadmap updates, executive briefings and ad hoc meetings, and is the primary liaison between you and all Intapp resources, including professional services, training, product management, sales and executive leadership.

The Intapp customer success team also includes product specialists who offer a range of services, including:

  • Partner project audits
  • Post-implementation health checks
  • Educational engagements to provide insight on product roadmaps and best practices