Intapp
Intelligence Applied
Overview
Intapp is a leading provider of business applications for professional services firms. Their solutions help firms to improve operational efficiency, decrease risk, and enhance client relationships. Intapp's offerings are designed specifically for legal and accounting firms, enabling them to better manage matters, risk, and client data.
Users of Intapp typically include law firm partners, professionals, business development teams, risk and compliance teams, and IT teams. The platform is particularly well-suited for mid-sized to large law firms looking to streamline business operations and improve client services.
Key Features
- Matter Lifecycle Management: Automate workflows, improve collaboration, and ensure data consistency.
- Risk & Compliance: Manage risk, monitor compliance, and protect sensitive data.
- Client Lifecycle Management: Engage clients, manage relationships, and deliver exceptional service.
- Integration: Connect with other legal tools and applications for seamless workflows.
- Customizability: Tailor solutions to fit your firm's specific needs.
Integrations
Intapp offers a wide range of integrations, particularly with common tools in the legal industry, enhancing its value and streamlining workflows for users.
- Microsoft Office: Seamless document creation and management.
- Microsoft Teams: Collaboration and communication platform integration.
- NetDocuments: Document management system integration.
- Salesforce: Customer relationship management integration.
Use cases
- Matter Management: Intapp streamlines matter management by automating workflows, improving collaboration, and ensuring data consistency.
- Risk & Compliance: Intapp's platform enables firms to manage and monitor risk, as well as maintain compliance with industry regulations.
- Client Relationship Management: Intapp manages the entire client engagement process, providing firms with a complete view of their clients.
- New Business Intake: Intapp's platform simplifies new business intake, ensuring efficient and accurate data collection.
- Pitch Management: Intapp allows law firms to create and manage compelling pitch materials for new business opportunities.
Intapp works well for managing large volumes of matter data, automating processes, and integrating with other legal tools and applications. However, it might not be the best fit for smaller firms with simpler needs and limited budgets.
Pricing model
Intapp does not provide public pricing information. They offer tailored pricing based on the specific needs and size of the firm.
Free Trial: No
Pricing Tiers: Custom pricing based on firm requirements and modules selected.
User experience
Intapp has a steep learning curve due to its complexity, but the user interface is intuitive and well-designed. The platform is best suited for mid-sized to large law firms with dedicated IT support and resources. Ideal For: Mid-sized to large law firms, Legal IT teams.
Support
Intapp offers a variety of customer support options, including 24/7 online support, dedicated account management, and professional services, catering to the diverse needs of its clients.
- 24/7 Online Support: Access to online resources, documentation, and support forums.
- Dedicated Account Management: Custom implementation and ongoing support for large clients.
- Professional Services: Consulting and advisory services for optimizing the platform and integrating with existing systems.
Security and Compliance
Intapp is committed to ensuring the security and compliance of its clients' data, with robust security measures and industry-standard certifications.
- Data Security: Intapp offers industry-leading data encryption, user authentication, and access controls.
- Compliance: Intapp supports various industry standards, such as SOC 2, ISO 27001, and GDPR.
Product images
Frequently asked questions
Intapp primarily serves the legal and accounting industries.
No, Intapp does not offer a free trial.
Intapp provides custom pricing based on the firm's requirements.
Intapp's key features include matter management, risk and compliance, client lifecycle management, integrations, and customizability.
Intapp prioritizes data security and compliance with industry-leading data encryption, user authentication, access controls, and compliance certifications.
Intapp integrates with several legal tools and applications, such as Microsoft Office, Microsoft Teams, NetDocuments, and Salesforce.
Mid-sized to large law firms and legal IT teams are ideal users for Intapp.
Intapp has a steep learning curve due to its complexity but offers an intuitive user interface.
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