Client data stewardship

Client data stewardship

Secure data sovereignty and control

At Intapp, the industries we serve handle highly confidential client data. We’ve implemented rigorous data security measures and processes to safeguard our client firms’ information.

Through our data stewardship practices, we protect data integrity, mitigate risks, and uphold the highest standards of data privacy and accountability. Learn how we manage your data and help you control user access to your firm’s information.

How we help you achieve data security

Client data management
We ensure that you maintain full data sovereignty and control of your clients’ sensitive information. Through robust governance protocols, we provide complete transparency into how data is acquired, stored, and utilized. This allows you to harness your data’s value while upholding the highest standards of privacy and security.

Identity and access management
We offer uncompromising security through industry-leading encryption protocols, granular access controls, and regular penetration testing to identify and fortify any vulnerability. Built on Microsoft Azure, our identity management system provides a comprehensive safeguard for your firm’s most sensitive data and systems.

Frequently asked questions about client data stewardship

All data in transit for external communications is HTTPS traffic encrypted using TLS 1.2 or better. Traffic inside our virtual private cloud (VPC) is encrypted based on the service-specific protocols.

Only Intapp’s Cloud Platform Engineering teams — specifically Intapp’s site reliability engineering (SRE) team and database administrators (DBAs — can access customer data, using Intapp-managed devices, with written consent from the client. Intapp has an internal policy to enforce segregation of duties for our cloud products. Access is provided through time-based privileged identity management (PIM).

Roles and permissions are handled via multiple authentications, including a Bastion host, with virtual private network (VPN) access. Duties are segregated: Logs are inaccessible to Intapp SREs and cloud engineering teams and are instead monitored by Intapp’s security operations center (SOC) Team.

All access and changes are logged internally. Logs are reviewed and monitored by the SOC team and are protected from modification and deletion. Customer data remains in the container in the geographic region the client has chosen.

Intapp’s cloud products have International Organization for Standardization (ISO) 27001/27017/27018/27701 certifications, Cloud Security Alliance (CSA) Security Trust Assurance and Risk (STAR) certifications, and Asia-Pacific Economic Cooperation (APEC) certifications. System and Organization Controls (SOC) 1 Type 2 and SOC 2 Type 2 reports are also available. The controls in ISO 27018 and ISO 27701 specifically address the handling and protection of personally identifiable information (PII) in cloud solutions. In addition, Intapp provides a clear data processing addendum in its standard contractual clauses.

Contact us to discuss how we can help your firm with data stewardship.

Connect with us

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

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