Intapp

The Industry Cloud for Professional and Financial Services.

Visit Website →

Overview

Intapp provides a cloud platform for professional and financial services firms, including law firms. Its solutions cover the entire client and engagement lifecycle, from business development and client intake to risk management and operational intelligence. While not a pure analytics tool, its various modules generate and rely on significant data, providing firms with analytics on client profitability, business development pipeline, and operational efficiency.

✨ Key Features

  • DealCloud (CRM and Business Development Analytics)
  • Conflicts (Risk and Compliance Analytics)
  • OnePlace (Client Lifecycle Management)
  • Applied AI for data enrichment and analysis
  • Firm and Client Profitability Reporting

🎯 Key Differentiators

  • Industry-specific cloud platform for professional services
  • End-to-end solution covering the entire client lifecycle
  • Strong focus on risk, compliance, and business development
  • Embedded AI for data management and insights

Unique Value: Provides a connected firm platform that unifies data across the client lifecycle, enabling firms to make more strategic decisions about growth, profitability, and risk.

🎯 Use Cases (4)

Analyzing business development pipelines and win/loss rates Assessing client and matter profitability Managing conflicts and risk across the firm Understanding key client relationships

✅ Best For

  • Using DealCloud to track all business development activities and generate reports on the most effective strategies
  • Automating the conflicts checking process and analyzing historical conflict data

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Litigation analytics (judges, courts)
  • E-discovery and document review

🏆 Alternatives

Aderant Thomson Reuters Elite Salesforce iManage

Offers a more integrated and law-firm-specific solution for business development and risk management than generic CRM or standalone conflicts systems.

💻 Platforms

Web iOS Android API

🔌 Integrations

Microsoft 365 Salesforce Various ERP and financial systems API

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type 2 ✓ ISO 27001

💰 Pricing

Contact for pricing
Visit Intapp Website →