Intapp, Inc. (Intapp) provides AI-powered solutions for the accounting, consulting, investment banking, legal, private capital and real assets firms.
Intapp’s vertical software as a service (SaaS) solutions help professionals apply their collective expertise to make smarter decisions, manage risk, increase competitive advantage, and drive new growth. Using the power of Applied AI, the company's purpose-built vertical SaaS solutions help firms accelerate the flow of information, activate experti...
Intapp, Inc. (Intapp) provides AI-powered solutions for the accounting, consulting, investment banking, legal, private capital and real assets firms.
Intapp’s vertical software as a service (SaaS) solutions help professionals apply their collective expertise to make smarter decisions, manage risk, increase competitive advantage, and drive new growth. Using the power of Applied AI, the company's purpose-built vertical SaaS solutions help firms accelerate the flow of information, activate expertise, empower teams, strengthen client relationships, reduce risk, and adapt more quickly in a highly complex ecosystem.
The company's industry cloud strategy leverages a deep understanding of the professionals across accounting, consulting, investment banking, legal, private capital, and real assets to deliver products that are tailored to address their specific business challenges. The company combines its purpose-built technology with best practices that have been developed over 25 years of experience and thousands of successful deployments. This includes the company's robust set of Applied AI capabilities that help clients solve unique challenges, allowing them to grow faster and run smarter. It also includes the company's expansive industry-specific partner ecosystem, which allows its clients to generate added value from the adoption of the company's platform. All these elements work together in the company's comprehensive technology strategy: Intapp Intelligent Cloud.
The company sells its software on a subscription basis through a direct sales model. As of June 30, 2025, the company had over 2,700 clients. The company's business has historically grown through a combination of expanding within its existing client base by adding additional users and capabilities, selling to new clients, and cloud migrations. The company has had success in driving clients to further adoption and has 109 clients with contracts. This number is up from 73 clients at the end of fiscal year 2024, representing a 49% increase year-over-year.
Products and Platform
Intapp Intelligent Cloud
The Intapp Intelligent Cloud represents the company's comprehensive technology strategy, guiding how it builds, runs, and delivers software to meet the unique needs of professionals and their workflows. With well-integrated Microsoft 365 tools and a focus on secure, innovative solutions, the Intapp Intelligent Cloud facilitates firms’ efficient management of their work while preparing for future demands.
The company's clients deliver value by leveraging their expertise, relationships, and experience. By its very nature, their work involves compiling inputs from vast sources of data and generating informed opinions that drive action. The company believes these firms and their professionals are uniquely positioned to benefit from the promise of generative AI and advanced digital tools. With enhanced products — such as Intapp Time, powered by generative AI for smarter timekeeping, and Intapp Walls for AI, which safeguards confidential information — the company is enabling firms to streamline complex workflows, accelerate billing cycles, and enforce confidentiality controls that support compliance and build trust. When paired with Microsoft Copilot, Intapp Walls further supports secure enterprise data isolation, ensuring AI-powered collaboration remains confidential and compliant. With Intapp Assist, the company has extended that innovation to origination, helping professionals surface insights and enhance decision-making at the earliest stages of client engagement.
Whether firms are using Intapp DealCloud for business development, compliance products for risk management, time products for efficient billing and time tracking, or collaboration products to streamline teamwork, the Intapp Intelligent Cloud is tailored to support professionals across specialized industries. Together, these products empower firms to move fast, win more business, and apply their collective intelligence to deliver greater value for their clients.
Industry Products and Solutions
The company's solutions enable accounting, consulting, investment banking, legal, private capital, and real assets firms and their professionals to realize the benefits of modern AI and cloud-based architectures for their most critical business functions — without compromising industry-specific functionality or their unique client, ethical, or regulatory obligations. The company's solutions serve firms’ need for strong operational controls and compliance and are complemented by solutions that support the work of the partners and professionals that grow the firms’ fees and revenues.
Intapp DealCloud serves partners and professionals across all the company's markets, empowering them to manage client relationships, prospective clients and investments, engagements, and operations. It enables investors and advisors to react faster, make better decisions, and execute the best deals. By unifying firm, market, and deal data in one place and leveraging the enriched company and contact profiles provided by Intapp Data, DealCloud delivers powerful intelligence, workflow automation, and actionable relationship insights. This helps investment banks and advisory firms enhance their coverage models, increase win rates, and drive higher success fees; supports investors in boosting origination volume, improving investment selection, and achieving greater returns; and enables professional services and advisory firms to refine client strategy and targeting, business development and origination, and work delivery — ultimately increasing financial performance and supporting regulatory compliance. The flexibility of DealCloud allows it to serve as a customer relationship management, deal management, experience management, and relationship intelligence solution, helping firms manage all aspects of their client relationships.
Intapp’s compliance products help firms evaluate new business, onboard clients efficiently, and monitor risk throughout the business lifecycle while maintaining regulatory and ethical standards. Intapp Terms centrally stores and enforces client and vendor commitments, using AI to identify and categorize key terms of business, while Intapp Employee Compliance helps firms track the outside business activities of employees for adherence to firm policies and regulatory requirements. Intapp Intake and Intapp Conflicts streamline new business acceptance and conflict checks with AI-powered workflows and data integrations. Intapp Walls secures sensitive information and enforces access controls consistently across firm systems, maintaining confidentiality and compliance as firms adopt new technologies.
Intapp’s time products leverage AI to optimize efficiency and profitability for firms. Intapp Time streamlines time capture, enhances billing accuracy, and facilitates compliance with client requirements, helping professionals track both billable and non-billable hours. Intapp Billstream automates the prebilling process, generating accurate and compliant proforma invoices that improve realization rates and accelerate the billing cycle, all while strengthening client relationships.
Intapp’s collaboration products deliver intelligent, client-centric teamwork by integrating seamlessly with Microsoft 365, Teams, and SharePoint. Intapp Collaboration provides a unified system for managing emails, documents, chats, and tasks across service lines, supporting seamless collaboration and enhanced service delivery with robust content governance and compliance features. Intapp Workspaces further enhances Microsoft Teams by creating engagement-focused hubs tailored for professional services firms, simplifying teamwork while facilitating adherence to firm policies and risk management.
Intapp Data Foundation
The company's data foundation serves as the core architecture for its suite of cloud-based, AI-driven solutions tailored to the needs of professional and financial services firms. It is engineered to securely manage, integrate, and analyze vast amounts of proprietary and third-party data, supporting advanced AI capabilities, such as relationship intelligence, automated summarization, and predictive analytics. It also enables seamless connectivity between internal systems and a growing ecosystem of over 100 technology and data partners — empowering the company's clients to transform data into actionable insights while maintaining high standards of security and regulatory compliance.
Low-code configurability and personalized UX
The company's configurable user experience (UX) capabilities allow both technical and non-technical users to quickly tailor Intapp applications to meet their specific needs. These capabilities enable the company's clients to make meaningful changes to their UX, processes, and business rules using drag-and-drop configuration features and functionality — without having to perform custom coding. The flexibility of this framework enables firms to maximize their agility and easily adapt the software to match the frequent changes in their business.
The company leverages its deep domain expertise in professional and financial services to create and provide its clients with access to pre-built industry-relevant configuration templates designed precisely for how these firms and their professionals operate. By mapping the user interface, data model, and workflows of its platform to firms’ unique industry and organizational requirements, the company delivers smart, personalized experiences by practice area, asset class, investment strategy, sector, industry, and geography.
Applied AI — the company’s AI strategy
Industry-specific AI is embedded throughout the company's cloud platform and solutions to help firms use their vast amounts of data to optimize critical processes and make better, faster decisions. The company's AI team has been delivering capabilities into its solutions for over a decade, leveraging AI technology, including automation, machine learning, deep learning, and generative AI. The functions span a wide range across firm operations, including strategy, business development, risk and compliance, and work execution.
Guided by years of experience integrating AI capabilities into Intapp tools, the company's Applied AI strategy also helps its clients maintain proper safeguards. The company applies its unique understanding of their complex obligations, ensuring that its solutions’ AI-generated results include provenance and are sourced only from data that each user is authorized to see — solving a unique challenge for these professionals and their firms.
Over the past year, the company has further strengthened its AI capabilities with the launch of Intapp DealCloud Activator, which integrates insights from behavioral science and AI directly into business development workflows. The company's growth AI framework provides clients with real-time analytics and actionable recommendations, empowering them to align business development efforts with their strategic goals and operational best practices. Supported by the company's scalable cloud infrastructure and partner ecosystem, these innovations reinforce Intapp’s commitment to delivering secure, intelligent solutions that drive measurable results for its clients.
Intapp Assist is the cornerstone of the company's AI-driven transformation for firms, helping to seamlessly integrate advanced machine learning and natural language processing into Intapp products, such as Intapp DealCloud and Intapp Terms. Designed to empower professionals with intelligent automation, Intapp Assist streamlines critical workflows, enhances decision-making, and delivers measurable results.
Supported by its scalable cloud infrastructure and partner ecosystem, Intapp Assist delivers a range of powerful features that address the unique challenges faced by partner-led firms. These capabilities include:
Summarization: Automatically generates concise summaries of unstructured data, such as meeting transcripts or relationship histories. This saves professionals time by distilling critical information into digestible formats.
Email outreach: Creates personalized and targeted communication based on insights from previous interactions, relationships, and relevant news. AI-assisted email drafting helps professionals maintain meaningful and timely connections.
Signals: Alerts users to actionable events within their network, such as job changes or company funding announcements, via AI driven feeds. Combines Intapp Data with third-party intelligence to surface timely engagement opportunities.
Narrative generation: Automatically creates descriptions or commentary for reports and dashboards. This enhances knowledge-sharing across the firm while reducing manual effort.
Relationship signals: Provides reminders and insights to help manage networks effectively. Surfaces key relationship changes or opportunities for engagement.
Ask Intapp: A generative AI-powered feature integrated into Microsoft Teams that provides immediate answers about client contractual obligations. Users can query client requirement data stored in Intapp Terms conversationally, reducing the time spent researching compliance issues.
Compliance automation: Simplifies adherence to outside counsel guidelines throughout the client lifecycle — from new business intake to billing. This improves compliance, accelerates workflows, and enhances client satisfaction.
Origination: Streamlines deal sourcing with AI-powered tools, unified data, and dynamic target lists. Helps professionals identify and pursue high-value opportunities more efficiently.
Industry-specific data architecture
The company's data foundation includes several key data management capabilities that help firms more effectively capture and leverage their critical data using a system of record that reflects the unique operating model of its client firms. These capabilities include:
A specialized industry graph data model: The company's specialized industry data model is purpose-built to capture the complex relationships, as well as the specialized knowledge and experience, that are unique to the firms it serves. The platform creates many-to-many data linkages that connect professionals with prospective clients, investors, and target portfolio companies and assets. The company's solutions leverage these linkages to provide personalized analysis and insights for each professional that reflect their unique area of specialty, such as client industry, asset class, investment strategy, geography, or transaction type.
A low-code integration tool: Intapp Integration Service is a core capability of the company's platform that provides cloud-native, easy-to-use, enterprise-class integration to connect applications and data — without requiring any code. The solution helps firms overcome data silos and easily move information between systems, including within the company's platform. Intapp Integration Service includes more than 100 industry-specific connectors, as well as extensive built-in workflow and automation capabilities tailored to the unique needs of professional firms.
Market intelligence in one place: The company's DealCloud platform combines proprietary and third-party market data, transforming it into institutional knowledge that gives dealmakers and other professionals a competitive advantage through better market intelligence. Professionals can run complex reports, analyze industry trends, and evaluate potential synergies in the same place where they originate new business and manage relationships. With better, real-time, actionable market data, investors can source and close deals that best match their investment thesis and strategy, advisory professionals can quickly develop proprietary relationships and coverage strategies with companies that match previous transactions, and lawyers can more accurately identify white space opportunities with global clients to grow their relationships.
Intapp Cloud Infrastructure
The company's modern cloud-based infrastructure is purpose-built to meet the specialized needs of the industries it serves. It is built on Microsoft Azure and provides high availability, robust data security, and seamless integration across all Intapp cloud-based products, helping firms operate efficiently while adhering to strict regulatory requirements. With advanced capabilities like multi-zone redundancy and proactive monitoring, the infrastructure delivers reliable performance and flexibility, enabling professionals to securely access critical applications and adapt to evolving business demands.
Key capabilities of the company's cloud infrastructure include:
Multi-tenant architecture: The company's multi-tenant architecture enables scalability, elasticity, high availability, and security, while providing operational cost efficiencies. Additionally, the company's internal operations and analytics instrumentation aggregates and leverages client instance and tenant experience captured within its solutions to track uptime and provide clients with real-time cloud status and trust information.
Single unified codebase: The company develops and releases new versions of its solutions to cloud tenants on a common release schedule, with quarterly major releases and monthly maintenance releases. The company deploys upgrades rapidly to all of its cloud clients. With this approach, all cloud tenants are always on the latest versions of the software and have immediate access to critical new features, bug fixes, and innovations — without the lead time and delays common with traditional on-premises upgrade cycles.
Enterprise-grade security: In response to the security requirements of professional and financial services firms, the company's Intapp SaaS solutions provide tenants with enterprise-grade security, data protection, and control. Intapp SaaS solutions employ identity and access controls, with data encrypted both in transit and at rest. The company's cloud services comply with numerous internationally recognized standards, including ISO 27001, ISO 27017, ISO 27018, SOC 2, and CSA STAR.
Open ecosystem and application programming interface (APIs): The company supports an open ecosystem by creating a centralized data lake and messaging service that integrates with disparate internal data sources and third-party applications and data services. By leveraging Intapp’s open representational state transfer APIs, client IT departments, other software providers, firm consultants, and partners in Intapp’s ecosystem can extend the benefits of the company's platform to a broader range of business applications.
Growth Strategies
The key components of the company’s growth strategy are to capitalize on the generational change in work driven by AI; grow the company’s client base; move upmarket into the enterprise sector; expand within the company’s existing client base; continue to lead the market shift to the cloud; add new solutions to the company’s platform; broaden the company’s geographical reach; serving new and adjacent markets; selectively pursue strategic transactions; and foster a growing partner ecosystem.
Clients
Intapp is a leading global provider of AI-powered solutions for professionals at the world’s premier accounting, consulting, investment banking, legal, private capital, and real assets firms. Collectively, more than 2,700 clients, including 95 of the Am Law 100 law firms, 16 of the top 20 accounting firms, and over 1,700 private capital and investment banking firms rely on Intapp solutions to help activate their collective knowledge, navigate complex relationships, and drive growth.
Sales and Marketing
The company focuses on marketing and selling its solutions to accounting, consulting, investment banking, legal, private capital, and real assets firms in North America, Europe, the Middle East, and Asia Pacific. The company seeks to drive market demand by developing and delivering specific, market-focused solutions to these firms.
The company primarily generates sales through a direct sales model. All sales personnel focus on attracting new clients, as well as expanding usage within its existing client base. The company's sales team is supported by technical sales professionals and subject-matter experts who facilitate the sales process by developing and presenting demonstrations of its solutions in a way that aligns with specific firm requirements, security and technical questions, and solutions that match the firm’s needs. The company also has a team of experts who help advise on best practices and methodologies, strategize with respect to operations processes and management structure, and assess value creation and return on investment from its solutions. The company is leveraging AI across its go-to-market functions to scale content creation, streamline campaigns, and enhance seller enablement. These investments are driving greater productivity while positioning the company to engage the market with greater speed and intelligence.
The company has a growing partner ecosystem that includes specialized implementation and advisory services, integrations with leading data providers, and technology and Independent Software Vendor partnerships, including its strategic alliance with Microsoft. Together with its partners, the company generates increased value for its clients and broadens its reach and capabilities across key markets. Across its entire ecosystem, the company now has 145 data, technology, services, and implementation partners.
The company's marketing efforts are focused on generating awareness of its solutions, creating sales leads, establishing and promoting its brand, showcasing its thought leadership, and cultivating a community of loyal clients and users. The company utilizes both online and offline marketing initiatives, including events and industry trade shows, online advertising, webinars, blogs, corporate communications, white papers, and case studies. The company cultivates a community of its executive-level buyers and influencers through its advisory board system.
Client Services and Client Success
After a client purchases its solutions, the company, either directly or together with partners, provides implementation services to assist the client in the deployment of those solutions. The company utilizes best practices developed over years of implementation experience, including providing industry-specific templates to accelerate adoption and delivering a purpose-built configuration that best suits the client’s specific needs.
The company supports its clients with access to engineers, other technical support personnel, release management, and managed services. To help its clients achieve success with the Intapp Intelligent Cloud, the company offers in-depth change management workshops, classroom and virtual end-user and administrator training, consultative adoption services, and best practices. The company views its clients’ success as a cornerstone of its business model and philosophy, and is organized to measure, monitor, and deliver high levels of client satisfaction.
The company has also developed relationships with multiple implementation partners. These partners provide implementation services and other professional services related to the company's platform. The company anticipates that it will continue to develop partnerships with a select number of third parties to help grow its business and deliver its solutions. In those markets where the company has established such partnerships, it considers these relationships important to its success and that of its clients.
Regulations
The company has invested, and continue to invest, human and technology resources into the company’s the European Union’s General Data Protection Regulation (GDPR) and the California Privacy Rights Act (CPRA) compliance efforts and its data privacy compliance efforts generally.
Seasonality
The company generally experiences seasonality in billings with its clients, and the company typically records a higher percentage of billings in its fourth quarter than in the other quarters (year ended June 30, 2025).
History
The company was founded in 2000. It was incorporated in Delaware in 2012. The company was formerly known as LegalApp Holdings, Inc. and changed its name to Intapp, Inc. in 2021.
