Intapp

Intapp makes cloud software for professional and financial services firms, especially partner-led ones such as law firms, accountancies and investment firms. Its products cover the client lifecycle, from winning work to carrying it out, and now include AI agents built for regulated sectors. It states that its software has been developed with industry rules in mind.

What Intapp offers

• Client intake — tools for onboarding new clients and matters.
• Conflicts checking — software to identify conflicts before work starts.
• Compliance solutions — risk and regulatory tools, with its Celeste AI assistant now built in.
• Firm AI — AI agents that support the running of a professional firm.
• Business development tools — help finding new opportunities and managing relationships.

Who it works with

Its customers are law firms, accounting firms, private equity, investment banking and other capital markets firms. It says it serves more than 1,400 clients worldwide.

Key facts

• Backers: Temasek and Great Hill Partners, as stated
• Sectors: legal, accounting and financial services