Integration ApplianceIntapp is a leading global provider of AI-powered, cloud-based software designed specifically for professional and financial services firms—including legal, accounting, consulting, investment banking, private capital, and real assets. Their solutions help firms unlock knowledge, manage relationships, drive operational insights, and modernize operations to increase value and competitive advantage.
Vendor
Integration Appliance
Company Website
- Intapp Assist for DealCloud
SaaS platform that integrates AI into CRM and deal management, automating data entry, surfacing insights, and streamlining business development.
- Intapp Assist for Terms
SaaS platform for managing client contracts and obligations, using AI to categorize, search, and ensure compliance with client requirements.
- Intapp Billstream
SaaS platform for digital review, editing, and approval of prebills, streamlining billing, reducing errors, and accelerating revenue for professional services.
- Intapp Collaboration
SaaS platform that extends Microsoft 365 with engagement-centric collaboration, document management, and compliance for professional services firms.
- Intapp Conflicts
SaaS platform for automating and centralizing conflicts of interest checks, using AI and integrated data to accelerate clearance and reduce firm risk.
- Intapp DealCloud
SaaS platform for deal and relationship management, centralizing firm and market intelligence with AI-powered insights and workflow automation.
- Intapp Employee Compliance
SaaS platform for automating and monitoring employee compliance with regulatory and firm policies, including trade pre-clearance and activity tracking.
- Intapp Intake
SaaS platform for automating and centralizing new business, client, and matter intake with risk scoring, compliance, and AI-powered request summaries.
- Intapp Terms
SaaS platform for centralizing, categorizing, and managing client contracts and obligations with AI-assisted search, review, and compliance workflows.
- Intapp Time
SaaS platform for AI-powered, automated time tracking, compliance, and billing, designed for professional services to maximize billable hours and efficiency.