Intapp's Cloud Solutions and DealCloud Platform

Intapp’s Cloud Solutions

Intapp Collaboration & Content - https://www.intapp.com/collaboration/ Intapp Collaboration & Content is a suite of products that deliver client-centric collaboration, intelligent document and email management, seamless content governance, and innovative client experiences by combining the power of Intapp and Microsoft 365. Intapp Workspaces - https://www.intapp.com/collaboration/workspaces/ Intapp Workspaces extends Microsoft Teams to provide engagement-centric experiences, 360-degree insights, and automatic lifecycle management for firms and corporate legal departments.

• Streamline collaboration and enhance productivity by bringing together all aspects of an engagement in an automatically created Teams workspace.
• Boost planning and organization with templatization and effortlessly set up your M365 applications, including Planner, Wiki, and OneNote.
• Empower your teams to collaborate seamlessly and efficiently by connecting content from your document management system (DMS) to your Team. Intapp Documents - https://www.intapp.com/collaboration/documents/ Intapp Documents turns Microsoft SharePoint into a purpose-built document management system (DMS) that serves the unique needs of professional services firms.
• Minimize change-management friction by bringing an engagement focused experience to Microsoft SharePoint and Outlook while leveraging familiar Microsoft 365 capabilities.
• Maximize insights with a 360-degree view of client and engagement information within Microsoft Outlook, including integration with Intapp and other firm applications.
• Ensure knowledge capture and reduce wasted time by synchronizing content and folder structures across Microsoft SharePoint, Microsoft Outlook, document management systems, and other file repositories. Intapp Documents for Corporate Legal - https://www.intapp.com/collaboration/documents-corporate-legal/ Intapp Documents for Corporate Legal delivers a comprehensive matter management solution for corporate legal departments using familiar Microsoft 365 applications.
• Transform the way in-house legal teams work and streamlines corporate legal matter management.
• Streamline matter instruction, triage, and allocation, as well as ongoing matter management.
• Provide comprehensive matter-centric document and email management, as well as data-driven reporting, insights, and analytics.

Intapp DealCloud - www.intapp.com/solutions/dealcloud/ DealCloud is a data-powered platform that delivers vertical-specific solutions that enable professional and financial services firms to harness the intellectual capital of their people and processes within one unified system. By centralizing firm-wide intelligence, DealCloud empowers professionals with the ability to easily access and digest firm-wide insights related to relationship intelligence, business development initiatives, pipeline progress, and other firm-related activity to promote quick and effective decision making. DealCloud - https://www.dealcloud.com/

• CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business development teams to identify new opportunities, and empowers marketers to deliver events and campaigns with impact.
• Deal & Relationship Management provides zero-entry capture of e-mail signature data to create a single global contact database, generate relationship-strength metrics, and encourage relationship-building behaviors.
• DataCortex helps dealmakers manage proprietary and third-party data in one unified platform and empowers them to transform that data into institutional knowledge. The solution is fully integrated into the DealCloud platform, so firms can easily run complex reports, analyze industry trends, and evaluate potential synergies in the same hub where deals are originated, and relationships are managed.
• Experience management helps capture and leverage a firm’s collective experience, using an AI-based approach that sources current, comprehensive, and granular data while minimizing manual entry bringing a firm’s experience to the forefront helping to enhance competitive win rates, work allocation, knowledge management, and talent development.

Intapp Risk & Compliance - https://www.intapp.com/risk/ Intapp Risk & Compliance is a suite of products that offers risk and compliance professionals the solutions they need to thoroughly evaluate new business, onboard clients quickly, ensure alignment to client contracts, monitor employee trade activity, and mitigate business risk throughout the client lifecycle. Intapp Intake - https://www.intapp.com/intake/ Intapp Intake streamlines new business evaluation and acceptance, allowing firms to open new business faster.

• Configure, modify, and manage automated workflows for client acceptance and onboarding processes.
• Continuously monitor business profiles with third party integrations to inform updated risk assessments.
• Automatically produce risk scores for each client or engagement based on defined risk tolerance metrics. Intapp Conflicts - https://www.intapp.com/conflicts/ Intapp Conflicts accelerates the conflicts resolution process by comparing current client information against incoming client information, using data from various firm systems and third-party providers to alert to risk and compliance officers to potential conflicts of interest and enable an interactive and collaborative resolution approach.
• Accelerate the review process with automatic alerts when conflicts arise, filtering, hit ranking, and machine learning-assisted identification.
• Proactively audit past decisions, as well as report on usage patterns and performance metrics.
• Centralized management of internal and third-party data, ensuring accurate information. Intapp Terms - www.intapp.com/terms/ Intapp Terms centralizes, captures, and provides visibility to key client and vendor requirements, helping to ensure compliance throughout the business engagement.
• Accelerate contract reviews with assisted AI and terms categorization to identify, capture and surface key terms.
• Quickly search for the terms that matter most to you.
• Compare client against vendor terms to ensure alignment.
• Integrate with other Intapp products to promote compliance, reduce the risk of write-offs, and promote client satisfaction. Intapp Walls - https://www.intapp.com/walls/ Intapp Walls centrally manages ethical policies, by allowing, limiting, and monitoring access to sensitive information across applications.
• Single source of truth for ethical compliance across all firm systems, supporting inclusive or exclusive structures.
• Feel confident with automatic detection and alerts when change in access occurs.
• Centrally secure systems (DMS, accounting, Time, etc) across the entire business.

Intapp Operations & Finance - https://www.intapp.com/finance/ Intapp Operations and Finance gives firms the solutions they need to optimize time recording and improve billing speed and accuracy. Intapp Time - https://www.intapp.com/intapp-time/ Intapp Time captures activities and tracks work in real time to ensure every billable and non-billable minute is captured and accounted for.

• Get back to billable work faster and capture all work effort with automatic time-capture .
• Increase consistency among narratives and time submittals with time sharing and assisted AI .
• Ensure compliance with client terms and provide accurate timecards with integration to Intapp Terms. Billstream - https://www.intapp.com/billstream/ Billstream is an automated proforma invoice solution designed to help professional services firms integrate, automate, and accelerate prebill processes.
• Streamline the pre-bill review and approval process with configurable workflows, notifications, and reminders.
• Reduce write-offs and boost client satisfaction by providing faster, more accurate invoices the first time with embedded billing terms enforcement.
• Maximize realization by moving pre-bills through the review cycle faster, providing clear visibility into changes made and reducing back-and-forth among team members.