Intapp (NASDAQ: INTA), a leading global provider of AI-powered
solutions for professionals in advisory, legal, and capital markets
firms, today announced the availability of new capabilities and
branding in support of its continued mission to arm professionals
with AI-powered software. The company’s new “Intelligence Applied”
strategy and branding reflect its dedication to applying AI into
the specialized workflows of professionals within the accounting,
consulting, investment banking, legal, private capital, and real
assets industries.
“Intapp is applying the promise of generative AI to create
solutions that professionals use every day,” said John Hall, CEO of
Intapp. “Intelligence Applied reflects our team’s mission to study
and understand the highly specialized nature of our clients’
professional workflows and obligations, and to develop applied AI
solutions that unlock the potential of the generative AI era for
professionals and their firms.”
Intapp’s Intelligence Applied strategy aligns with forthcoming
survey results, which found that accounting, consulting, financial,
and legal professionals have high expectations for their firms when
it comes to technology. They believe technology will not only
enhance their work performance and career progression, but also––in
the case of AI––save them a significant amount of time. Respondents
estimate that nearly 40% of their work is composed of manual tasks
that could be automated, including entering data, summarizing
meeting notes, generating standard documents, and conducting
research. Yet fewer than half of respondents report having used AI
technology at work.
“Intapp’s approach to applying AI goes beyond merely adopting
new technologies. We are redefining its application to help
professionals spend more time applying their expertise and
developing relationships, and less time on manual tasks,” said Thad
Jampol, Chief Product Officer of Intapp. “Intapp’s AI capabilities
harness the transformative power of the technology while giving our
clients confidence that they are meeting their regulatory and
ethical obligations.”
Today marks a company milestone as Intapp unveils new advanced
AI capabilities designed to sharpen the competitive edge of
professionals, foster smarter business practices, and enhance
decision-making.
Announcing Intapp Assist for DealCloud
Intapp also announced general availability of Intapp
Assist for DealCloud, which brings generative AI to the
daily work of professionals so they can focus on strategic work
instead of manual tasks. It helps analyze data quickly and
accurately, enabling teams to make more informed decisions based on
real-time insights, market trends, and existing firm knowledge. As
the AI makes work easier for professionals, it also enriches firms’
stores of knowledge and intelligence.
The package includes four key generative AI features and
capabilities:
- Relationship signals, an AI-driven
intelligence feed, provides actionable reminders and insights to
help professionals better manage their networks. These nudges help
dealmakers create personalized, meaningful outreach and spend their
business development time more effectively.
- Detailed summarization autogenerates concise
summaries of unstructured data — such as meeting transcripts — into
an editable, user-friendly format. These summaries help
professionals quickly consume key information while increasing
firmwide knowledge capture and sharing.
- Narrative generation helps users generate
description and commentary content throughout DealCloud. This
capability saves users time and improves broader knowledge capture
and data quality firmwide.
- Contextual email outreach creates compelling
email content informed by a firm’s history with a contact,
relationship intelligence, and relevant news. Through smarter
outreach and marketing, busy professionals can quickly and
effectively engage with their target audiences.
Announcing Intapp Data
Intapp also launched Intapp Data, an
Intapp-sourced firmographic data set of more than 85 million
companies and 200 million contacts — now available for all Intapp
DealCloud clients. Intapp Data makes it easy for professionals to
learn about the people and companies in their markets and to expand
their networks and originate new opportunities.
Additionally, Intapp Data improves connectivity with critical
third-party data from Intapp’s robust partner ecosystem. Intapp
Data makes it easier for firms to augment their internal
intelligence with the rich data from Intapp’s partner ecosystem of
data and content providers.
Intapp to acquire AI software company
delphaiIntapp is dedicated to building the data foundation
that will help firms get the most out of next-generation AI.
Intapp’s plan to acquire AI software company delphai is another
step in that direction. Delphai’s technology applies AI across
public data, creating structured, attributable firmographic data.
Its technology already enables some of the world’s largest firms to
find better target companies, faster. Additionally, the talented
team at delphai will join Intapp, bringing their expertise to
further Intapp’s data and AI strategies and expand its partner
ecosystem.
Trusted AI for a highly regulated industry
Intapp’s core industries –– accounting, consulting, investment
banking, legal, private capital, and real assets –– all maintain
highly confidential data and are required to adhere to complex
rules and regulations. In these highly regulated industries,
professionals and the technology they use — including AI — must
maintain compliance with data privacy, security, and
confidentiality obligations. Intapp brings its heritage of
supporting these complex obligations to the AI era.
Microsoft Copilot is one of the highest-profile advancements in
generative AI to date. It has the power to unlock the vast
knowledge that sits trapped in millions of unstructured documents
and other content. However, firms need assurance that the
information AI finds and surfaces to each professional is not
leaving them vulnerable to reputational, ethical, or regulatory
risk.
Intapp has long helped firms take control of their sensitive
information using Intapp Walls, which enables an automated approach
to limiting access to data across applications. Now, Intapp is
bringing AI compliance into the generative era with Intapp
Walls for Copilot.
Intapp Walls for Copilot gives firms visibility and control over
the data that Microsoft Copilot is authorized to access and
surface. Intapp Walls for Copilot identifies the data sources
Microsoft Copilot is connected to and provides a layer of control
over what it should and should not surface for each user based on
their authorizations. It processes complex overlapping rules and
translates firm policies into native security controls for each
system that may contain sensitive information.
“It has always been our vision that industry specialists like
Intapp will provide vertical-specific solutions leveraging our
powerful technology for the needs of complex industries,” said
Donald Kossman, Vice President, Copilot at Microsoft. “Intapp
Walls for Copilot is an exciting development that helps capital
markets, legal, and advisory firms both leverage the generative AI
power of Microsoft Copilot and further preserve the deep trust with
their clients.”
AI-powered Activator transformation for business
development
Today, Intapp is also announcing an AI-powered joint solution
for driving business-development improvements in partnership with
DCMi, building on The Rainmaker Genome Project. The
Activator experience combines the innovative
technology of Intapp’s AI-powered DealCloud Platform with the power
of DCMi’s research-based Activator Development System. Using
tailored information, alerts, and content generation, firms can
fundamentally shift their business development approach and
encourage the most successful BD behaviors — called the Activator
approach — among their professionals.
The Activator experience provides a dynamic view of current
pipeline and business development tasks, origination fees by
practice area, progress against billable fee goals, and other
relevant information pertaining to clients. It then uses AI-powered
signals, alerts, and support to help professionals incorporate
Activator behaviors as they manage their books of business and
engage clients. The Activator experience will help professionals be
more intentional in their business development activities — letting
them focus their time on applying firm and market intelligence to
add value to their clients’ business, and building stronger
relationships with clients and prospects.
That’s Intapp. That’s Intelligence Applied.
In addition to new formative AI capabilities, Intapp is also
revealing its new brand identity. With a new logo, website, and
positioning, Intapp’s brand now reflects the company’s continuing
focus on AI and commitment to innovation for the professional
sector.
Intapp is redefining its brand with a new positioning of
“Intelligence Applied.” The company will integrate Intelligence
Applied into every facet of its operations, including its
overarching mission: to equip professionals with cutting-edge,
compliant AI tools.
“This brand evolution emphasizes our dedication to provide
leadership to our clients and our market in this AI era,” said
Scott Fitzgerald, CMO at Intapp. “It signals our commitment to the
intelligent application of AI to unlock the expertise within
professional firms to capture opportunity.”
About IntappIntapp helps professionals unlock
their teams’ knowledge, relationships, and operational insights to
increase value for their firms. Using the power of Applied AI, we
make firm and market intelligence easy to find, understand, and
use. With Intapp, professionals can apply their collective
expertise to make smarter decisions, manage risk, and increase
competitive advantage. The world's top firms — across accounting,
consulting, investment banking, legal, private capital, real assets
— trust Intapp’s industry-specific solutions to drive new growth
and multiply opportunity. For more information,
visit intapp.com and connect with us on X, formerly
Twitter (@intapp) and LinkedIn.
ContactAli Robinson Global Media Relations
Director, Intapppress@intapp.com678-909-0703
Intapp (NASDAQ:INTA)
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