Software solutions for the legal industry

Transform the collective knowledge and experience of your law firm into actionable intelligence. With powerful functionality that serves marketing, business development, legal, and practice group leaders, Intapp DealCloud offers a single platform to cultivate meaningful relationships, monitor industry developments, and win new engagements.

Accelerate new business intake using configurable questionnaires to gather the information you need to make informed, risk-based decisions in a centralized and accessible location. Use natively embedded third-party data content to ensure you review the most up-to-date information on your potential client.

Support your firm’s anti-money-laundering process, increase visibility into client terms, and demonstrate compliance with policies and regulations by collecting, sharing, and reviewing highly confidential information and documentation within a secure environment.

Accelerate the onboarding and risk assessment of your next lateral hire with a secure digital workflow that eliminates the need for re-keying information. Craft a customizable questionnaire that candidates complete externally on their own time. Then automatically distribute the candidate’s information among team members for conflicts review and marketing promotion.

Centrally search, review, and resolve ethical, business, and subject-matter conflicts of interest. Using Intapp Conflicts, firms can search against internal firm data and trusted third-party sources to quickly discover and escalate potential conflicts of interest for new and ongoing business. Leverage AI to pare down and group search results based on the action required.

Take the guesswork out of complying with your clients’ outside counsel guidelines. Intapp Terms makes it easier for your lawyers and finance teams to adhere to client commitments by centrally documenting, distributing, and managing client terms and OCGs. With AI-assisted categorization and centralized storage, Intapp Terms makes it quick and convenient to find and comply with key client obligations.

Centrally secure, control, and enforce access to sensitive client information, fulfilling your ethical duty to your clients and profession. Intapp Walls offers an automated approach that limits access to sensitive matters across applications — without impacting user productivity or convenience.

Enable your firm to get the most out of AI through a Microsoft 365 experience and data access controls designed specifically for law firms. By automatically creating secure, matter-centric Microsoft Teams and SharePoint workspaces for collaboration and content management, your firm will harness modern ways of working, minimize information governance risk, and improve client service delivery.

Increase your firm’s revenue and honor client commitments by ensuring compliance with client and firm billing rules. Give your firm’s lawyers the information they need at the point of time entry to create accurate, transparent time entries — enabling your firm to accelerate the billing process, improve realization, and strengthen client relationships.

Speed up your firm’s billing process, reduce invoicing errors, and provide OCG- and client-compliant bills the first time. With integrated client and firm compliance guidelines, clear visibility into workflows, and tracked edits, your firm can get accurate bills out the door faster than ever.

Adopt Microsoft Copilot confident that the sensitive information your firm possesses is completely secured. Intapp also prepares your firm for generative AI such as Microsoft Copilot by applying your firm’s business structure and security requirements to firm, client, and engagement data in Microsoft 365 and beyond.