Produce timely, accurate proforma invoices to accelerate prebilling and revenue recognition

Transform Microsoft Teams into your collaboration hub

Control and secure access to critical information

Identify and resolve conflicts of interest with speed and accuracy.

SaaS platform that extends Microsoft 365 with engagement-centric collaboration, document management, and compliance for professional services firms.

Ensure employee compliance with firm and regulatory requirements

SaaS platform that integrates AI into CRM and deal management, automating data entry, surfacing insights, and streamlining business development.

Assess client risk and onboard new business — better and faster

Accurate, detailed time capture made easy

**Find, win, and execute more business with Intapp DealCloud** Relationship and business intelligence — powered by AI, designed by industry experts

**Optimize engagement delivery with simplified content management**

Quickly identify, manage, and enforce key client requirements for easier adherence

SaaS platform for managing client contracts and obligations, using AI to categorize, search, and ensure compliance with client requirements.