Streamline workflows with AI insights from Intapp Assist

Intapp Assist

Work smarter with the power of AI

AI designed for the way your professionals work

Enhance your professionals’ workflows and decision-making with Intapp Assist. Intapp Assist brings generative AI to the daily work of professionals, helping them better apply their intelligence while driving speed and accuracy.

Currently available in Intapp Terms and Intapp DealCloud, Intapp Assist provides instant natural language answers to conversational queries by analyzing firm-specific data. It simplifies compliance with client contracts. And it generates key insights in seconds while automating tasks like data entry and relationship tracking. With integrations for Microsoft Teams and third-party data providers, Intapp Assist is tailored to meet the needs of professional and financial services.

AI-powered insights built on your firm and market intelligence

Save your team time

Automate manual tasks and speed up research to allow more focus on strategic initiatives.

Get more out of your data

Automatically capture, document, and search for key information to improve decision-making across your teams.

Stay ahead of the competition

Get prompts and insights to improve client outreach, find new opportunities, and monitor market news.

Empower your teams

The AI takes an initial pass at categorizing each of the obligations. I then go through and review everything and confirm the categorization is done how I want it.

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Carly Numrich
Risk Counsel

Get more done faster with
Intapp Assist

Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.

Zero entry
Tags structured and unstructured content with extracted entities, concepts, and sentiments
Explore Intapp Assist Organize your data automatically with smart tags View third-party data integrations
Conversational query
Uses conversational queries to provide actionable information
Read about conversational queries
Summarization
Summarizes notifications, reports, and contracts for faster insights.
Read about summarization
Generation
Drafts correspondence and narrative descriptions.
Read about narrative generation Learn about applied outreach
Recommendation
Suggests next steps and provides users with relevant information.
Read about relationship signals Learn about company recommendations

Related resources

Blog Posts

3 ways DealCloud supports Activator behaviors

  • Intapp DealCloud

In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.

Learn more
Press release

Intapp Assist generative AI feature now available for Intapp Terms

  • Legal
  • Intapp Assist
  • + 1 more

Intapp has launched Intapp Assist for Terms. The generative AI feature, Ask Intapp, quickly answers questions about client terms within Microsoft Teams.

Learn more
Blog Posts

How leveraging relationship intelligence can help M&A teams win deals 

  • Accounting
  • Intapp DealCloud

Learn more

Explore Intapp Assist

Intapp Assist for Terms Intapp Assist for DealCloud
Intapp Intelligent Cloud

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.

Learn more about our data foundation
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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.

Learn more about our cloud infrastructure
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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.

Learn more about our partner ecosystem