Intapp

Firm AI agents that run the business side of professional firms

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Screenshot of Intapp, Firm AI agents that run the business side of professional firms

What is Intapp?

Intapp is a legal assistant tool. Intapp sells Firm AI, a set of agents and applications that run the business side of law, accounting, consulting and investment banking firms. Celeste is its expert AI coworker, grounded in firm knowledge and bounded by compliance rules, while modules like DealCloud, Conflicts and Intake cover relationships, risk and billing.

Intapp is an enterprise software platform built around Firm AI: agents that handle the operational work of professional firms rather than the delivery work itself. Where most AI tools speed up an individual, Intapp targets the shared machinery of a firm, covering business development, risk and compliance, client intake, and profitability. The company positions the product for regulated industries, and its client roster reads like a who's who of law, accounting, consulting, investment banking and private capital. The core of the newer offering is Intapp Celeste, described as an expert AI coworker. It is grounded in a firm's own knowledge and governed by that firm's compliance rules, which is the key architectural claim: the assistant draws on internal precedent and policy rather than open web content. Around Celeste sits a suite of named products for specific workflows, including DealCloud for deal and relationship management, Conflicts for AI assisted conflict screening, Intake for client acceptance, Walls for ethical walls, Billstream for billing, time tracking, employee compliance, workspaces and properties. Several of these features overlap and reinforce each other, so the real value only appears when a firm adopts a connected set rather than a single module. In practice, a firm would use Intapp to map relationships across matters and clients, screen new business for conflicts and independence issues, enforce outside counsel guidelines during billing, and reconstruct billable time from emails, meetings and documents. The homepage leans heavily on automation of compliance chores and revenue leakage, which suggests buyers are expected to measure success in recovered hours and avoided regulatory problems rather than in creative output. Among alternatives, Intapp does not compete with general purpose chatbots or writing assistants. It sits closer to practice management and professional services automation suites, with the differentiator being the breadth of AI woven into risk, intake and finance workflows. Expect a formal sales cycle, implementation work and configuration against your own data and policies. The platform is aimed at firm leadership, IT and risk teams at organizations large enough to have those functions in place.

How do you use Intapp?

  1. 1Review the Firm AI positioning
    Start on the homepage to understand the split between Celeste and the workflow products, then skim the white paper linked from the carousel for the strategic case.
    Intapp — Review the Firm AI positioning
  2. 2Explore Celeste
    Read the Celeste product page to see how the AI coworker is grounded in firm knowledge and constrained by compliance rules before you evaluate fit.
    Intapp — Explore Celeste
  3. 3Watch Firm AI in action
    The Mind Your Business page hosts a walkthrough of the platform. Use it to identify which workflows map to your firm's current pain points.
    Intapp — Watch Firm AI in action
  4. 4Read a comparable client story
    Case studies show how peers applied the modules. The McCarter and English story covers legal billing modernization with Billstream.
    Intapp — Read a comparable client story
  5. 5Request a demo and scope modules
    Use the demo request on the homepage to start a scoped conversation. Expect a sales led process covering module selection, data grounding and compliance configuration.

Pros and cons

Pros

  • Targets the operational layer of professional firms: intake, conflicts, billing and time capture in one connected stackAI
  • Celeste is described as grounded in the firm's own knowledge and governed by its compliance rules, a sensible design for regulated workAI
  • Conflict screening is AI assisted and searches across matters, relationships and corporate hierarchies, then routes escalationsAI
  • Automatic time capture reconstructs billable entries from emails, meetings and documents across devicesAI
  • Credible enterprise footprint, with named clients across law, accounting, banking and private capitalAI

Cons

  • No public pricing on the homepage, so budgeting requires a sales conversation and probably a custom quoteAI
  • Aimed squarely at large firms with risk, IT and finance teams; small practices and solo professionals are not the targetAI
  • Real value depends on adopting several modules together, which multiplies implementation effort and costAI
  • Homepage is long on capability claims and short on technical detail about models, data handling or deployment optionsAI

How much does Intapp cost?

Integrations

The homepage references intake of matter history and interaction context from Outlook and Teams, and integrated third party screening data for client acceptance. No further integration catalogue is given on the homepage.

Features

Celeste acts as an expert AI coworker grounded in firm knowledge and governed by compliance rules. Supporting products cover deal and relationship management (DealCloud), AI assisted conflict screening, client intake and risk assessment, ethical walls, outside counsel guideline monitoring, automated time capture and billing. AI also analyzes engagement patterns to surface cross-service opportunities.

Learn more

Frequently asked questions about Intapp

  • How do you use Intapp?
    The walkthrough on this page covers 5 steps: 1. Review the Firm AI positioning 2. Explore Celeste 3. Watch Firm AI in action 4. Read a comparable client story 5. Request a demo and scope modules.
  • What platforms does Intapp support?
    Intapp is available on Web App.
  • What does Intapp integrate with?
    The homepage references intake of matter history and interaction context from Outlook and Teams, and integrated third party screening data for client acceptance. No further integration catalogue is given on the homepage.
  • What are the limitations of Intapp?
    No public pricing on the homepage, so budgeting requires a sales conversation and probably a custom quote. Aimed squarely at large firms with risk, IT and finance teams; small practices and solo professionals are not the target. Real value depends on adopting several modules together, which multiplies implementation effort and cost.

Status

StatusActive
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Added10/22/2026

Platforms

Web App

Pricing

Paid