Intapp CRM Overview

Intapp DealCloud is a purpose-built platform for managing relationships and tracking pipeline. It serves as a single source of truth to streamline execution and harness collective intelligence.

Use Cases

Customers recommend Engaging And Following Up, Business Development, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Intapp CRM.

Other use cases:

  • Creating Contact List
  • Event Management
  • Digital Signature
  • Generation Of New Leads
  • Relationship Management
  • Lead Engagement
  • Customer Feedback Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Intapp CRM.

Intapp CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Intapp CRM works with different mediums / channels such as E-Mail.

Intapp CRM's features include Capture Contact. and Intapp CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Intapp CRM analytics capabilities include Analytics, and Custom Reports.

Comprehensive Insights on Intapp CRM Use Cases

How does Intapp CRM facilitate Engaging And Following Up?

How efficiently Does Intapp CRM manage your Business Development?

How efficiently Does Intapp CRM manage your Proposal & Quote Management?

How can Intapp CRM optimize your Event Management Workflow?

Case Studies

Legal Services

CASE STUDY PLMJ

Intapp Conflicts helped PLMJ improve risk management and compliance for new client onboarding. The firm used data-driven insights to make conflict reviews faster. This led to quicker decision-making.... PLMJ gained multiple benefits from the solution.

Legal Services

CASE STUDY Seyfarth Shaw

Intapp Billstream helped Seyfarth Shaw automate legal billing workflows. The firm needed to speed up invoice generation for its global teams. Intapp Billstream made it easier for staff and lawyers to... create invoices quickly. The solution improved visibility and efficiency across Seyfarth Shaw's distributed offices. This led to faster billing and better workflow management.

Legal Services

CASE STUDY Howes Percival

Intapp DealCloud gave Howes Percival a single platform for CRM, email marketing, and relationship intelligence. The firm wanted to improve client service and needed all three tools. With DealCloud, t...hey combined these features in one place. This helped them manage client relationships better. The solution made their work easier and more connected.

Legal Services

CASE STUDY S-E-A

Intapp Billstream helped S-E-A reduce work-in-progress backlogs. The company increased its average number of draft bills by 450 each month. S-E-A achieved this without hiring more billers. The soluti...on improved billing efficiency and productivity.

Legal Services

CASE STUDY Taylor Wessing

Intapp DealCloud helps Taylor Wessing build a data-driven culture. The law firm uses DealCloud to support revenue growth. The platform improves collaboration and efficiency. Taylor Wessing relies on ...Intapp DealCloud to drive business results.

Financial Services

CASE STUDY University of Cambridge Investment Management Limited

Intapp DealCloud and Intapp Employee Compliance help University of Cambridge Investment Management Limited manage data and automate trade pre-clearance. The company centralizes its data using these t...ools. This improves compliance and streamlines operations. The solution supports better data management for financial services.

Intapp CRM Features

  • Low
  • Medium
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FEATURE RATINGS AND REVIEWS
AI Powered

3.24/5 ★

Read Reviews (1)
Analytics

4.30/5 ★

Read Reviews (9)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.24/5 ★

Read Reviews (1)
Analytics

4.30/5 ★

Read Reviews (9)

Intapp CRM Integrations

Intapp CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.25/5 ★

Read Reviews (9)

Software Failure Risk Guidance

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for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Partnership

Edgestream Partners L.P. Invests $6.56 Million in Intapp, Inc. (NASDAQ:INTA) - MarketBeat

Workato and dt360 have formed a strategic partnership to enhance enterprise orchestration through AI-driven solutions. This collaboration will leverage Workato's platform to integrate systems and automate workflows across various sectors, including IT, HR, and finance. The partnership aims to modernize legacy systems, improve decision-making, and reduce operational costs by embedding generative AI and low-code solutions.

Customer

Trilegal employs Intapp Time to enhance timekeeping practices with AI-powered automation - Yahoo Finance

Trilegal, a major Indian law firm, has adopted Intapp Time to automate and improve its timekeeping processes using AI-driven technology. The deployment aims to boost operational efficiency, accuracy, and lawyer productivity through cloud-native automation. This customer win highlights Intapps growing presence in the legal technology sector and its role in supporting digital transformation for law firms.

Customer

Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Quiver Quantitative

Blank Rome, a leading law firm, has migrated its operations to Intapps cloud infrastructure, leveraging Intapps AI-powered solutions to enhance workflow automation, data security, and client service delivery. This transition underscores Intapps role in providing advanced, cloud-based legal technology platforms for professional services firms.

Customer

Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Nasdaq

Blank Rome, a law firm, is transitioning to Intapp Cloud Infrastructure, integrating multiple Intapp products such as Intapp Time, Intake, Conflicts, Terms, Walls, DealCloud, and Billstream. This move aims to enhance operations with AI-driven solutions, improve compliance, and streamline business processes, showcasing Intapp's capability in providing comprehensive cloud-based solutions.

Integration Appliance Inc Profile

Company Name

Integration Appliance Inc

Company Website

//intapp.com

HQ Location

3101 Park Boulevard Palo Alto, CA 94306

Employees

251-500

Social

Financials

PRIVATE