
SaaS platform for automating and centralizing conflicts of interest checks, using AI and integrated data to accelerate clearance and reduce firm risk.
Vendor
Integration Appliance
Company Website
Intapp Conflicts is a SaaS platform designed for professional services, legal firms, and investment banks to identify, review, and resolve conflicts of interest efficiently. The system consolidates internal firm data and trusted third-party sources, providing a single destination for comprehensive conflict searches and analysis. AI-driven features automate the clearance process by flagging potential or certain conflicts, focusing analysts’ attention on the most relevant issues and reducing manual review time. The platform supports mobile preliminary searches, customizable and interactive reporting, and team conflict analysis to prevent assignment overlaps. Integration with other Intapp solutions, such as DealCloud, and external data providers enables seamless workflow management and ongoing risk monitoring. Intapp Conflicts ensures regulatory compliance with robust audit trails and reporting, helping firms accelerate deal approvals and reduce the risk of reputational or regulatory harm.
Key Features
AI-Assisted Conflict Clearance Automates identification and prioritization of potential conflicts.
- Flags results with potential or certain issues for focused review
- Leverages historical firm data and third-party insights
Centralized Data Management Unifies internal and external data for comprehensive conflict analysis.
- Single platform for all conflict checks
- Integrates with firm systems and external data providers
Mobile Preliminary Searches Enables quick conflict checks on the go.
- Intuitive mobile interface for preliminary reviews
- Supports fast decision-making outside the office
Customizable and Interactive Reporting Generates templated or custom conflict reports for audits and compliance.
- Interactive dashboards and exportable reports
- Configurable to firm-specific requirements
Team Conflicts Review Analyzes team assignments to prevent internal conflicts.
- Holistic view of team workloads and potential overlaps
- Surfaces outside business interests and personal holdings
Integration and Workflow Automation Connects with other Intapp solutions and automates risk processes.
- Seamless integration with DealCloud and CRM modules
- Automated notifications and real-time clearance updates
Benefits
Accelerated Conflict Clearance Speeds up the review and approval process.
- Reduces manual workload for analysts
- Enables faster deal and client onboarding
Improved Risk Management Enhances the ability to identify and mitigate conflicts.
- Reduces likelihood of regulatory or reputational harm
- Ongoing monitoring of client and deal relationships
Regulatory Compliance Ensures robust audit trails and reporting.
- Supports due diligence and regulatory requirements
- Customizable reports for internal and external audits
Enhanced Data Quality and Consistency Centralizes and enriches data for more accurate conflict checks.
- Reduces errors from disconnected searches
- Maintains a single source of truth