Intelligence Applied

LAUNCH EVENT · Discover the future of agentic Firm AI

Watch on-demand Read the Firm AI blueprint

Firm AI - agents that run the business of professional firms.

Purpose-built for regulated industries, Intapp helps partners, dealmakers, and advisors win new business, manage risk, and drive profitability.

Schedule a demo Watch video

Read our client stories

Meet Celeste

Intapp Celeste is the expert AI coworker you’ve been waiting for. Grounded in your firm’s knowledge. Governed by your compliance rules. Built for the business of professional firms.

Learn more Watch video

What's new at Intapp

Explore the next era of AI innovation

See the Firm AI broadcast on demand

Watch now

Get a first look at the future of agentic Firm AI

What’s new at Intapp

The Firm AI blueprint

Most AI makes individuals faster. Firm AI makes firms stronger. Read the definitive guide from Intapp’s CEO and CPO to find out how.

Read the white paper

Trusted by the world's leading professional firms

1,375+

$50k+ ARR clients

of the Am Law 100

1.7k+

private capital,  investment banking,  and real assets firms

of the top 20 accounting firms

Accounting

Maximize profit. Optimize utilization. Automate compliance.

Expand services within your existing clients. 

AI analyzes engagement and service patterns to identify cross-service and advisory opportunities across your book of business. 

Streamline client acceptance.

Centralized risk data and automated workflows cut acceptance time without compromising due diligence.

Stay independent and compliant.

Automated conflict detection flags independence issues across your firm — before they put engagements at risk.

Identify conflicts early.

Continuous monitoring detects emerging conflicts and independence issues — keeping you ahead of regulatory requirements.

Move from acceptance to billing instantly.

Eliminate engagement setup delays with secure, auto-provisioned workspaces and built-in permissioning and compliance controls.

Eliminate revenue leakage.

Automatic time capture across devices ensures every billable hour is recorded.

Consulting

Win more work. Deliver flawlessly. Protect confidentiality.

Win the pursuits that matter.

Full pipeline visibility helps you identify the most promising pursuits and focus resources where they'll win.

Map client relationships.

See who matters, where to expand, and how delivery is landing – firmwide.

Accept the right clients faster.

Build client trust with automated risk screening, centralized third-party data, and compliance checks — all in one streamlined workflow.

Surface conflicts early.

AI proactively detects potential conflicts across clients and team assignments — before they impact delivery.

Protect client confidentiality.

Centralized ethical wall barriers secure sensitive data across systems while supporting seamless collaboration.

Move from acceptance to billing instantly.

Secure, auto-provisioned workspaces with built-in permissioning and compliance controls eliminate engagement setup delays.

Investment banking

Deeper relationships. More mandates. Superior execution.

Identify mandates ahead of competitors.

AI synthesizes market signals, relationship data, and client intelligence to identify high-probability mandates.

Close deals faster.

Automated workflows and milestone tracking accelerate deal progression across sectors and transaction types. 

Turn relationships into deals.

AI-powered outreach recommendations, relationship tracking, and coverage analysis help you expand your network. 

Clear deals without delays.

 AI-powered screening across clients, deals, and team assignments surfaces conflicts early so deals don't stall. 

Accept the right clients faster.

Automated risk assessment workflows and centralized compliance documentation streamline new client acceptance without cutting corners. 

Automate regulatory requirements. 

 Automated attestations and pre-clearance workflows make compliance effortless for bankers and compliance teams.  

Legal

Build competitive advantage at every stage of the client lifecycle – win more work, maximize profitability, and maintain seamless compliance.

Surface your next mandate.

AI maps firmwide relationships and matter activity to identify warm introductions and cross-serving opportunities — before competitors do.

Comprehensive client intelligence.

Automatically pull matter history, relationship context, client news, and recent interactions from Outlook and Teams into a single view.

Onboard clients in days, not weeks.

Accelerate acceptance decisions with AI-powered risk assessment, integrated third-party screening, and automated approval workflows.

Resolve conflicts in minutes.

Resolve conflicts in minutes with AI-assisted screening that searches across matters, relationships, and corporate hierarchies — then routes escalations automatically.

Enforce every client term.

Continuous OCG monitoring catches billing violations before they cost you revenue.

Capture time automatically.

AI reconstructs your day from emails, meetings, and documents, generating compliant time entries across all devices — no manual entry required.

Private capital

Institutionalize origination, accelerate execution, and compound returns

Find opportunities before the market.

AI-powered search scans internal databases, third-party sources, and market intelligence to surface deals that match your thesis.

Target qualified LPs.

Build targeted outreach lists with precision segmentation based on strategy, geography, check size, and investment preferences.

Stay ahead of market shifts.

Shareable watchlists and event-driven alerts keep your team informed of portfolio movements, competitor activity, and emerging opportunities.

Centralize pipeline oversight.

Real-time dashboards show deal progression, team ownership, and sector performance across your entire pipeline. 

Optimize your exit strategy.

 Intelligent mapping identifies optimal buyers based on fund mandate, size, track record, and strategic fit. 

Strengthen investor relationships.

Automated activity capture and relationship strength signals help you nurture LP relationships and identify re-up opportunities. 

Real assets

The real estate operating system: Source smarter. Build faster. Manage better. Exit stronger.

Surface your best opportunities first.

AI ingests OMs and scores deals against your investment criteria automatically — so your team reaches a qualified yes or no before the competition does.

Make location-intelligent decisions.

Integrated GIS mapping surfaces market data, demographics, flood zones, and comp sales across 152M+ parcels in a single view.

Deliver projects on time and on budget.

Auto-scheduling, Gantt charts, and budget-vs.-actual reporting give development teams a single source of truth across every project phase.

Manage every relationship across the deal lifecycle.

Centralize transaction parties, brokers, advisors, and lenders — with investor management powered by DealCloud.

Full visibility from asset to portfolio.

Manage leasing, CapEx, and occupancy at the property level, with performance metrics and appraised values rolled up across every fund and asset class.

Accelerate every stage with embedded AI.

Embedded AI eliminates manual work across sourcing, underwriting, and portfolio analytics — at every point in the lifecycle.

Intapp client success stories

Trusted by leading firms to deliver measurable results — across markets and mandates.

Sandberg Phoenix boosts intake efficiency to fuel growth

increase in matter openings

Loeb & Loeb transforms client intake

Up to 4x

faster request processing

Mintz transforms invoice management and visibility

35–40%

faster prebill review

McCarter & English cuts average invoice review time in half

~50%

faster draft invoice review time

PLMJ speeds conflict resolution

100%

of conflict checks tracked

BDO Canada accelerates client acceptance to drive growth

38%

faster processing

Alterna Equity Partners boosts qualified deal flow

50%

increase in qualified deal flow

Alpaca Real Estate delivers stronger outcomes with  AI insights

4,000+

comps into actionable insights

Haven automates deal and relationship tracking

95%

reduction in manual data entry

Get started today

Schedule a demo

AI built for how your firm does business

Intapp Celeste
Firm AI – the agentic AI platform for professional firms

Design, deploy, and orchestrate firm-specific AI agents—grounded in your data, embedded in your workflows, and governed by your rules.

Intapp Assist
AI that works the way your firm works

Purpose-built generative AI capabilities embedded across your entire Intapp platform—automating workflows and accelerating decisions while maintaining compliance.
Intapp DealCloud
The AI-powered relationship intelligence platform for professional firms

Relationship and deal intelligence that captures every interaction, surfaces hidden opportunities, and accelerates execution through AI —with zero manual entry required.

Intapp Properties
The unified operating system for real assets

The AI platform that manages the end-to-end property investment lifecycle— from acquisition, development, portfolio management, and disposition.
Intapp Conflicts
Clear conflicts 50% faster with AI-assisted checks

Automation that surfaces potential conflicts early, escalates high-risk issues, and gives you confidence to pursue opportunities without compromising compliance.

Intapp Intake
Onboard clients 70% faster with intelligent intake

AI-powered workflows that transform unstructured requests into compliant engagement records—with zero manual data entry.

Intapp Terms
The AI-powered platform for client obligation management

Centralize guideline documents, automate obligation reviews, and enforce requirements directly in your critical workflows—so nothing slips through the cracks.

Intapp Walls
Safeguard client confidentiality across your entire firm

Automated enforcement that maintains ethical barriers across all applications, prevents unauthorized access, and delivers complete audit trails when you need them.

Intapp Employee compliance
Personal independence compliance, handled automatically

Centralized disclosures, attestations, and monitoring that help professionals stay compliant and give firms audit-ready assurance.
Intapp Time
Capture every billable moment with AI-powered timekeeping

Intelligent time capture and compliance validation that maximizes revenue, unburdens professionals, and ensures client-ready entries— designed for how you work.

Intapp Billstream
Get paid faster with compliant, client-ready invoices

Automated prebilling that enforces client guidelines and accelerates review cycles—helping firms get paid 20% faster while reducing write-offs and billing disputes.
Intapp Collaboration
Work smarter with AI-powered engagement workspaces

Automated Microsoft 365 provisioning and document intelligence that transforms files into searchable institutional knowledge.

Intapp Celeste

Firm AI – the agentic AI platform for professional firms

Design, deploy, and orchestrate firm-specific AI agents—grounded in your data, embedded in your workflows, and governed by your rules.

Intapp Assist

AI that works the way your firm works

Purpose-built generative AI capabilities embedded across your entire Intapp platform—automating workflows and accelerating decisions while maintaining compliance.

Intapp Conflicts

Clear conflicts 50% faster with AI-assisted checks

Automation that surfaces potential conflicts early, escalates high-risk issues, and gives you confidence to pursue opportunities without compromising compliance.

Intapp Intake

Onboard clients 70% faster with intelligent intake

AI-powered workflows that transform unstructured requests into compliant engagement records—with zero manual data entry.

Intapp Terms

The AI-powered platform for client obligation management

Centralize guideline documents, automate obligation reviews, and enforce requirements directly in your critical workflows—so nothing slips through the cracks.

Intapp Walls

Safeguard client confidentiality across your entire firm

Automated enforcement that maintains ethical barriers across all applications, prevents unauthorized access, and delivers complete audit trails when you need them.

Intapp Employee compliance

Personal independence compliance, handled automatically

Centralized disclosures, attestations, and monitoring that help professionals stay compliant and give firms audit-ready assurance.

Trusted expertise. Real-world proof.

Knowledge and best practices you can put to work now. Grounded in our data, shaped by our experts, and proven in practice.

REPORT

2026 Tech Perceptions Survey Report: The AI advantage

Our annual Tech Perceptions Survey provides insight into how fee earners at professional firms perceive and use AI. This year’s survey reveals how firms are moving from early AI use cases to more sophisticated applications that are redefining the competitive landscape. It explores how AI is delivering measurable value, the challenges that remain, and the strategic choices ahead as firms navigate the next phase of AI adoption.

E-Book

How private capital firms can move from AI experimentation to competitive advantage

Private capital
Intapp Celeste
Intapp DealCloud

White paper

How PE-backed accounting firms build lasting value

Accounting
Private capital
Intapp DealCloud

Blog post

How to budget strategically for an AI-powered CRM

Legal
Intapp DealCloud

Webinar

Competitive Advantage Series: Compliance in the Cloud

Legal
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake
Intapp Terms
Intapp Walls

Blog post

5-year study: Vertical tech drives IB wallet-share gains

Investment banking
Intapp DealCloud

Why CIOs, CTOs, and innovators choose Intapp

Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.

Schedule a demo

Build your competitive advantage with compliant Firm AI. See how Intapp helps your firm win more work, manage risk, and drive profitability.

Intelligence Applied

Firm AI - agents that run the business of professional firms.

Meet Celeste

Explore the next era of AI innovation

The Firm AI blueprint

Trusted by the world's leading professional firms

Maximize profit. Optimize utilization. Automate compliance.

Expand services within your existing clients.

Streamline client acceptance.

Stay independent and compliant.

Identify conflicts early.

Move from acceptance to billing instantly.

Eliminate revenue leakage.

Win more work. Deliver flawlessly. Protect confidentiality.

Win the pursuits that matter.

Map client relationships.

Accept the right clients faster.

Surface conflicts early.

Protect client confidentiality.

Move from acceptance to billing instantly.

Deeper relationships. More mandates. Superior execution.

Identify mandates ahead of competitors.

Close deals faster.

Turn relationships into deals.

Clear deals without delays.

Accept the right clients faster.

Automate regulatory requirements.

Build competitive advantage at every stage of the client lifecycle – win more work, maximize profitability, and maintain seamless compliance.

Surface your next mandate.

Comprehensive client intelligence.

Onboard clients in days, not weeks.

Resolve conflicts in minutes.

Enforce every client term.

Capture time automatically.

Institutionalize origination, accelerate execution, and compound returns

Find opportunities before the market.

Target qualified LPs.

Stay ahead of market shifts.

Centralize pipeline oversight.

Optimize your exit strategy.

Strengthen investor relationships.

The real estate operating system: Source smarter. Build faster. Manage better. Exit stronger.

Surface your best opportunities first.

Make location-intelligent decisions.

Deliver projects on time and on budget.

Manage every relationship across the deal lifecycle.

Full visibility from asset to portfolio.

Accelerate every stage with embedded AI.

Get started today

AI built for how your firm does business

Firm AI – the agentic AI platform for professional firms

AI that works the way your firm works

The AI-powered relationship intelligence platform for professional firms

The unified operating system for real assets

Clear conflicts 50% faster with AI-assisted checks

Onboard clients 70% faster with intelligent intake

The AI-powered platform for client obligation management

Safeguard client confidentiality across your entire firm

Personal independence compliance, handled automatically

Capture every billable moment with AI-powered timekeeping

Get paid faster with compliant, client-ready invoices

Work smarter with AI-powered engagement workspaces

Trusted expertise. Real-world proof.

2026 Tech Perceptions Survey Report: The AI advantage

How private capital firms can move from AI experimentation to competitive advantage

How PE-backed accounting firms build lasting value

How to budget strategically for an AI-powered CRM

Competitive Advantage Series: Compliance in the Cloud

5-year study: Vertical tech drives IB wallet-share gains

Why CIOs, CTOs, and innovators choose Intapp

Compliance and security

AI you can trust

Integrated platform

Proven scale, innovation

Always-on cloud infrastructure

Integrations made easy

Schedule a demo

Expand services within your existing clients. 

Identify mandates ahead of competitors.

Close deals faster.

Automate regulatory requirements. 