We’ve built our Industry-specific, cloud-based software solutions for the unique needs of the global professional and financial services industries. Our technology helps the world’s premier private capital, investment banking, legal, accounting, and consulting firms easily and effectively connect their people, processes, and data. Using Intapp solutions, firms can not only better meet rapidly changing client, investor, and regulatory requirements, but also deliver the right insights to the right professionals at the right time to build competitive advantage.
The Intapp Platform powers these firms with the technology they need to unleash their collective knowledge. When firms leverage state-of-the-art Intapp AI and machine learning technology, professionals save time and are better equipped to make quick and confident decisions.
Intapp Connected Firm Management Solutions
Intapp DealCloud for Financial Services Firms
Intapp deal, relationship, and pipeline management solutions help firms manage complex transactions, maintain and grow relationships, originate new deals, and mitigate risk. With Intapp DealCloud, investors and advisors can share institutional knowledge more easily, make better-informed decisions, and execute deals more quickly.
Intapp OnePlace for Professional Services Firms
Intapp connected firm management solutions help firms orchestrate and oversee all aspects of the client engagement lifecycle. With Intapp OnePlace, firms can grow client relationships, operate profitably, manage risk and compliance, and create great client experiences. Our technology helps legal, accounting, and consulting industry professionals make better decisions faster, grow their firms profitably, and deliver ideal outcomes for clients.
Intapp Services: We’re Here to Help
Professional and financial services firms are rapidly transforming their operations by embracing technology. By offering business consulting services, end-to-end implementation assistance, industry-specific training, best-in-class advice, and detailed support, Intapp ensures that firms realize the benefits and returns on their technology investments. We act as industry experts and value-add partners to ensure positive outcomes for both employees and clients.
Intapp Strategic Consulting
Our sector specialists and consultants provide deep functional expertise to professional and financial services firms to manage and facilitate meaningful organizational change.
Implementation
Leveraging best practices from countless successful deployments, Intapp offers planning, design, and configuration support throughout the implementation process.
Client Success
Our global team of industry experts provides users with on-demand consultation and assistance with user adoption to ensure the successful deployment of our technology solutions.
Support
Our team of product experts provides in-depth tutorials, on-demand technical support, and customized training materials. Whether you’re an experienced user or just getting started, our team is always ready to address your questions.
Client Community
This dedicated, secure forum lets Intapp users to collaborate with industry peers, access product release notes, and leverage detailed product documentation.
Intapp University
Our live, expert-led courses and eLearning content library are constantly growing. We provide industry professionals with the training they need to gain expertise and become skilled users of Intapp solutions.
KPMG’s market leadership relies on being a modern professional services firm operating on modern cloud technology. From capturing time—so we monetize our work accurately and capture our team’s experience—to running successful deals, we rely on Intapp.
Jonathan Boyers, Partner and Head of Corporate Finance, KPMG UK
Over the years, we have continuously adopted the latest Intapp innovations, leveraging the full suite of Intapp solutions.
Dan Surowiec, Global Chief Information Officer, Baker McKenzie
Intapp’s DealCloud platform is the technology solution that connects our global deal teams and empowers us with deal and investment data which we believe gives Carlyle a competitive advantage.
Sandra Horbach, Managing Director & Co-Head of US Buyout and Growth, The Carlyle Group
We value our partnership with Intapp to help us continually improve and leverage technology to its fullest. As we have leveraged more Intapp solutions over the years, enhanced by market-leading cloud and AI technology, we are increasingly able to drive better outcomes for our firm.
Julie DuBois, Chief Financial Officer, Fredrikson & Byron
