Software integrations
Bite Stream
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Software Integration
Together, Bite Stream and DealCloud empowers GPs with cutting-edge technology and a unified approach that maximizes efficiency, improves data integrity, and elevates the investor experience. The combined solution plugs the gap in the investor lifecycle, offering GPs and investors a seamless, end-to-end experience, from initial engagement to ongoing management.
The integrated platform transfers data seamlessly from CRM to investor portals simplifying and enhancing every stage of the investor journey.
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Box
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Software Integration
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DocuSign
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Application Integration
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Software Integration
DocuSign is an electronic signature solution that allows individuals and corporations to sign and manage documents electronically. DocuSign with Intapp allows users to quickly and securely authenticate entities, save time and money, finalize sales contracts, and reduce paper filings.
DocuSign is perfect for many different industries and processes, including, financial, legal, human resources
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Elite
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Application Integration
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Software Integration
Elite offers innovative business management solutions that help law firms and professional services organizations streamline operations, maximize efficiency, and increase visibility into all aspects of their businesses.
Exchange vital data between the Intapp connected firm management platform and Elite financial systems to grow revenue, select and onboard the right clients in the most effective and efficient manner, and manage legal, reputational, and financial risk throughout the service delivery lifecycle.
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Encompass
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Application Integration
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Software Integration
Encompass within Intapp Risk and Compliance manages risk during engagement on-boarding and the ongoing relationship lifecycle by enabling fast simple comparisons with prospective clients’ exiting process. Users can reveiw all results based on the same real-time data sources from a single platform that is integrated with Intapp at no additioanl cost or IT investement
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Introhive
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Application Integration
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Software Integration
Introhive drives user adoption of CRMs and increases a firm’s efficiency, productivity, and revenue. Enriching data in Intapp DealCloud, the Introhive platform increases accuracy and completeness while delivering actionable customer intelligence and insights that identify selling opportunities, win more new business, and grow existing customer accounts.
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Leverest
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Software Integration
Leverest is a fintech platform designed to facilitate financing transactions. The Leverest platform and AI connects borrowers (companies & private equity investors) and their advisors (Debt and M&A) to the right lending partners. The platform provides deal sponsors unique access to a wide range of lenders, making deal execution work better.
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LSEG
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Software Integration
The London Stock Exchange Group (LSEG) is one of the world’s leading providers of financial markets infrastructure and delivers financial data, analytics, news and index products to more than 40,000 customers in over 170 countries.
Intapp Dealcloud on the LSEG brings pipeline and engagement lifecycle solutions to companies managing risk at every point in the trade lifecycle
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Microsoft Teams
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Application Integration
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Software Integration
Microsoft Teams provides a hub for team collaboration within Microsoft 365, integrating the people, content, and tools your teams need to be more engaged and productive.
Intapp Collaboration & Content lets you easily integrate relevant matter-based information into Microsoft Teams, securely manage content and tasks throughout their lifecycle, and create defined workspaces to simplify information access control across numerous teams and matters.
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NetDocuments
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Application Integration
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Software Integration
NetDocuments offers the leading cloud-based document management solution, designed to enable legal professionals to create, edit, store, locate, and collaborate on documents from any device.
Centrally apply security and grant access at a granular user level to any matter or engagement. Empower professionals to seamlessly share data and documents with firm systems, accessing documents from anywhere at any time.
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NGAGE Intelligence
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Application Integration
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Software Integration
Founded in 2013, NGAGE Intelligence is the leading provider of behavioral analytics for the Intranets, Client Portals and Collaboration environments of large Law and other professional services firms.
The NGAGE analytics platform is architected for security and scalability and delivers on countless use cases…
- For Driving Adoption and Engagement
- For Transforming Search and Discovery
- For Improving Governance and Compliance
It provides comprehensive reporting around user interactions with the native SharePoint Online and Microsoft Teams functionality on which these environments are built.
While its integration with Intapp Workspaces enables it to leverage Client/Matter, custom template and lifecycle management metadata to deliver unique insights into the performance of your environment.
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Oddr
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Application Integration
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Software Integration
Intapp and Oddr together bring the legal industry’s an end-to-end Work-to-Cash offering. This is achieved by combining Intapp Time & BillStream with Oddr, to offer a complete billing, collections, and integrated payments platform. This integrated solution is perfect for the legal and professional services markets looking to solve revenue capture & realization across their enterprises
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Pitchly
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Application Integration
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Software Integration
Pitchly is a fintech platform designed to automate document and content creation. The Pitchly platform and AI leverages internal and external content to help its clients better extract and produce content, such as pitchbook, proposals and tombstones. The platform provides its clients access to and tooling for a wide variety of workflows that help to automate this process.
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QorusDocs
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Implementation
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Software Integration
Starting as a three-person team based in Cape Town, South Africa in 2012, QorusDocs is an award-winning proposal management and RFP response software company that is passionate about our partners and clients.
Led by a team of knowledgeable innovators, we seek to solve the mountain of effort it takes to collaboratively create winning business critical documents. We are inspired by helping teams save time and money with efficient, automated, insightful software.
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Thomson Reuters
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Application Integration
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Software Integration
Thomson Reuters provides intelligence, technology, trusted data, and information to professionals across Legal, Tax and Accounting. They serve customers in law firms, corporate legal departments, and governments, including federal, provincial, state and local government lawyers and judges, as well as investigators.
In addition, Thomson Reuters delivers business, financial, national and international news to professionals.
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TransPerfect
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Application Integration
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Software Integration
TransPerfect is the world’s leading enabler of global communications, delivering a full range of language and business services including translation, interpretation, website localization, and other support to multinational companies.
Integrate TransPerfect’s multilingual support with Intapp Risk & Compliance to manage tasks in your team’s local language and navigate the global marketplace with ease.
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Vutu.re
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Application Integration
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Software Integration
Vutu.re integrates with the Intapp DealCloud CRM to retrieve valuable contact listings and send dynamic content emails, invitations, and newsletters. Vutu.re records responses and activities in the Vutu.re dashboards/reports as well as updating these activities against the data in Intapp DealCloud. The lists are loaded via an advanced Vutu.re Connector which offers a seamless, efficient connection between both instances.
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Workday
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Application Integration
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Software Integration
Intapp and Workday transform human capital and financial management for professional services by capturing data and delivering holistic insights for effective human capital management. With best-in-class security, compliance, and scalability required for regulated and high-stakes professional, legal, and capital markets, businesses will have access to Intapp’s industry cloud solutions and productivity capabilities to serve the unique needs of partner-led, knowledge- and relationship-intense firm
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