Intapp

What Intapp does

Intapp (NASDAQ: INTA), operating as Integration Appliance, Inc. and headquartered in Palo Alto, California, is a vertical cloud software provider serving regulated professional and financial services firms. Its customer base spans law firms (96 of the Am Law 100, including Ropes & Gray, Blank Rome, Mayer Brown, Trilegal, and Seyfarth Shaw), accounting firms (16 of the top 20, including BDO Canada), investment banking and advisory firms, private capital firms (1,700+ per homepage metrics), consulting firms, and real assets operators. Logos featured on the company homepage include JPMorgan, Goldman Sachs, EY, KPMG, PwC, Carlyle, Brookfield, and Lazard.

The product portfolio is organized as a unified platform with vertical modules grouped into four suites: Growth (Intapp DealCloud CRM, Intapp Properties for real assets), Compliance (Intapp Conflicts, Intake, Terms, Walls, and Employee Compliance), Profitability (Intapp Time and Intapp Billstream), and Collaboration (Intapp Collaboration and Workspaces on Microsoft 365). Intapp Assist provides generative AI capabilities embedded across modules, and Intapp Celeste — launched February 2026 — is an agentic AI platform purpose-built for regulated firms that automates workflows such as fundraising, business development, client intake, conflicts clearance, and work delivery while enforcing firm-specific compliance rules via customizable Playbooks. The platform runs natively on Microsoft Azure with deep integration to Microsoft 365, Teams, Outlook, SharePoint, and Copilot, and is complemented by named integrations with Anthropic Claude, Harvey, Snowflake, ToltIQ, Alphastream, Decimal Point Analytics, and DCM Insights Activator.

The business model is subscription SaaS with enterprise field-sales motion supplemented by Microsoft co-sell (over half of latest deals), an Azure Marketplace listing, and an implementation partner ecosystem (Monarch, LEDA Group, Frend Digital, Forge Software, Epiq, Lexsoft, Docwise, Actus Verto). Q3 FY26 (quarter ended March 31, 2026) reported total revenue of $146.0M (+13% YoY), SaaS revenue of $107.9M (+27% YoY, ~74% of revenue), Cloud ARR of $459.3M (+31% YoY, 82% of total ARR of $559.9M), Cloud Net Revenue Retention of 123%, and record quarterly free cash flow of $63.4M. Management is guiding FY26 revenue to $570-574M and has set a $1 billion ARR target by FY2029 with a 28-30% non-GAAP operating margin target. The company has returned capital via a $150M buyback (completed August 2025) and a $200M buyback authorized January 2026.

Name

Intapp

Legal name

Integration Appliance, Inc.

Website

https://intapp.com

Company type

Public

Founded year

2000

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Intapp (NASDAQ: INTA) provides vertical cloud SaaS for regulated professional and financial services firms — including law firms, accounting firms, investment banks, private capital, consulting, and real assets — with compliance, CRM, time-and-billing, collaboration, and the Intapp Celeste agentic AI platform built on Microsoft Azure.

Ownership category

akta.pro rank

Product category

Vertical SaaS for Professional and Financial Services

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)

akta.pro secondary industry

Integration, API & Middleware Consulting (BPAHAEAJ)

Keywords

• Vertical SaaS platform
• Legal compliance software
• Professional services automation
• Deal management CRM
• Agentic AI platform

Headquarters

HQ city

Palo Alto

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Personnel, Infrastructure, Operations

Revenue model

1. SaaS subscriptions (Intapp Cloud): Recurring SaaS revenue from cloud-hosted vertical software (DealCloud, Celeste, Time, Billstream, Compliance suite, Collaboration). Q3 FY26 SaaS revenue was $107.9M, up 27% YoY, representing ~74% of total revenue. SaaS now exceeds 70% of total revenue per Investor Day 2026 disclosures.
2. Cloud Annual Recurring Revenue (ARR): Subscription ARR, primarily cloud-based. Q3 FY26 Cloud ARR of $459.3M, up 31% YoY, representing 82% of total ARR of $559.9M (up 23% YoY). 123% Cloud Net Revenue Retention Rate indicates strong expansion within existing accounts via land-and-expand motion.
3. Term/on-premise license revenue: Legacy on-premise license and maintenance revenue from installed base, declining as customers migrate to the cloud (Intapp Cloud Acceleration Program). Q2 FY26 total revenue of $140.2M (16% YoY) included declining non-SaaS component.
4. Professional services and implementation: Implementation services (Intapp Pro services package, partner-led deployments via Monarch, LEDA Group, Frend Digital, etc.), training, and ongoing client success services complementing SaaS subscriptions.
5. AI premium package attach: Premium package customers receive access to Intapp Celeste at no additional cost (per Accounting Today coverage). Agentic AI capability (Celeste) contributed approximately 15% of net new bookings in Q3 FY26 limited availability launch.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels11 records

Core offering

Intapp provides industry-specific, cloud-based vertical SaaS solutions that enable connected professional and financial services firms across the full client and engagement lifecycle. The platform covers growth (DealCloud relationship and deal intelligence CRM; Properties for real assets), compliance (Conflicts, Intake, Terms, Walls, Employee Compliance), profitability (Time, Billstream), and collaboration (Collaboration, Workspaces), with Intapp Celeste as the agentic AI platform and Intapp Assist for generative AI workflows, all built on Microsoft Azure and deeply integrated with Microsoft 365.

Product overview

Intapp (NASDAQ: INTA) is a unified, governed AI platform for professional firms in regulated industries — accounting, consulting, corporate, investment banking, legal, private capital, and real assets — organized as a core platform with vertical modules. The portfolio centers on Intapp DealCloud (relationship and deal intelligence CRM) and the agentic AI platform Intapp Celeste, with vertical modules grouped into four suites: Growth (Intapp DealCloud, Intapp Properties); Compliance (Intapp Conflicts, Intapp Intake, Intapp Terms, Intapp Walls, Intapp Employee Compliance); Profitability (Intapp Time, Intapp Billstream); and Collaboration (Intapp Collaboration, Intapp Workspaces). Intapp Assist delivers generative AI capabilities embedded across the modules, while Intapp Integration Service provides pre-built integrations to Microsoft 365, Microsoft Azure (including the Azure Marketplace), and partner platforms such as Harvey, Anthropic Claude, ToltIQ, Alphastream, Decimal Point Analytics, DCMi, and Snowflake. The cloud platform runs on Microsoft Azure with multi-region redundancy.

Differentiator

Problem solved

Functional benefit

Brands

• Intapp Celeste: Agentic AI platform purpose-built for professional firms in highly regulated industries, automating workflows such as fundraising, business development, client intake, conflicts clearance, and work delivery.
• Intapp DealCloud
• Intapp Assist
• Intapp Time
• Intapp Billstream
• Intapp Conflicts

Products and services

• Intapp Celeste Agentic AI platform purpose-built for professional firms in highly regulated industries; automates workflows including fundraising, business development, client intake, conflicts clearance, and work delivery while enforcing firm-specific compliance rules (ethical walls, MNPI, independence).
• Intapp Assist Generative AI capabilities embedded across the Intapp platform — available in Intapp Time, Intapp Terms, and Intapp DealCloud — providing natural language answers, conversational queries, narrative generation, applied outreach, summarization, and smart tags.
• Intapp DealCloud AI-powered relationship intelligence platform for professional firms, spanning CRM, business development, pipeline and deal management, fundraising and investor relations, marketing, and experience management for advisory and capital markets firms.
• Intapp Time AI-powered timekeeping solution for professional services firms to capture billable hours and ensure compliance with client billing requirements.
• Intapp Billstream Automated prebilling solution that enforces client guidelines and accelerates review cycles; integrated into Intapp's Operations & Finance Suite as a complete work-to-bill solution for professional services firms.
• Intapp Conflicts

Quantifiable outcome

• 50% faster conflict resolution (Intapp Conflicts)
• +15 more outcomes

Named customers45 records

Segments8 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability11 records

Feature13 records

Partnerships

23 partnerships are on record, tiered core, minor and flagship.

• Frend DigitalcoreImplementation/ SI/ Consulting Partner · 26 May 2026Nordic-based technology partner facilitating Arkwright Consulting's deployment of Intapp DealCloud using DealCloud's advisory industry blueprint.
• DCM Insights (DCMi)coreStrategic or Co-development Partner · 20 April 2026Intapp and DCM Insights expanded their Activator partnership, integrating Intapp Celeste agents into DCMi's Activator business development program. The combined offering uses DCMi's Harvard Business Review-grounded Activator research to deliver personalized behavior-change playbooks through Intapp's agentic AI platform.
• Moody'scoreGTM or Marketing Partner · 1 March 2026Won Intapp Partner Forum 2026 Award — Deal Catalyst category. Demonstrated excellence in expanding Intapp's platform for client success.
• FINTRXcoreGTM or Marketing Partner · 1 March 2026Won Intapp Partner Forum 2026 Award — Data Intelligence category. Recognized for excellence in integrating or expanding Intapp's platform.
• ROOXminorGTM or Marketing Partner · 1 March 2026Won Intapp Partner Forum 2026 Award — Integration Excellence category.
• HarborminorGTM or Marketing Partner · 1 March 2026Won Intapp Partner Forum 2026 Award — Client Impact category.
• MicrosoftflagshipStrategic or Co-development Partner · 25 February 2026Deep multi-product strategic partnership across Intapp's portfolio: Microsoft 365, Teams, and Copilot integration; Intapp Celeste integrates with Microsoft Copilot; Intapp solutions listed on Azure Marketplace; Microsoft sales teams contributing to over half of latest deals; Intapp received Intapp Partner Forum 2026 Industry Showcase Award.
• Microsoft (Azure)flagshipOEM/ Whitelabel/ Licensing Partner · 25 February 2026Intapp cloud infrastructure runs on Microsoft Azure for stability, dedicated support, and seamless Microsoft integrations (Microsoft 365, Teams, Copilot). Celeste platform integrates with Microsoft Copilot; customers can purchase Intapp via Azure Marketplace.
• AnthropicflagshipStrategic or Co-development Partner · 24 February 2026Intapp and Anthropic announced a collaboration to develop industry-specific AI agents powered by Anthropic's Claude model, designed for highly regulated professional firms (legal, accounting, investment banking). The agents pair Claude's reasoning capabilities with Intapp's industry intelligence and workflows to manage ethical walls, conflicts, independence, and MNPI requirements. Announced alongside launch of Intapp Celeste.
• HarveyflagshipStrategic or Co-development Partner · 23 February 2026Intapp and Harvey announced a strategic partnership to integrate Intapp Walls for AI ethical wall enforcement directly into Harvey's generative AI platform for legal professionals. The integration automatically syncs Intapp Walls for AI policies with Harvey's access and sharing controls across Assistant, Vault, and Workflows. Announced at Harvey FORUM in London.
• ToltIQcoreTechnology or Integration · 23 February 2026ToltIQ and Intapp partnered to integrate ToltIQ's AI-powered due diligence platform with Intapp DealCloud, enabling private markets firms to move diligence findings from virtual data rooms directly into their deal management environment and create a searchable repository of institutional knowledge.
• LEDA GroupcoreImplementation/ SI/ Consulting Partner · 19 February 2026LEDA Group is an Intapp implementation partner specializing in Intapp DealCloud deployments, e.g., supporting Paine Schwartz Partners' rollout of DealCloud.
• Forge SoftwarecoreImplementation/ SI/ Consulting Partner · 15 February 2026Forge Software is the deployment partner for BKL's Intapp Collaboration implementation, serving as a centralized hub for firm documents, emails, and client content.
• Decimal Point Analytics (DPA)coreTechnology or Integration · 27 January 2026Decimal Point Analytics announced a strategic partnership with Intapp to deliver integrated data management solutions for capital markets within the DealCloud platform, providing data stewardship, governance, and quality controls to ensure clean, analytics-ready data flows for PE, IB, and alternative asset management clients.
• MonarchflagshipImplementation/ SI/ Consulting Partner · 20 January 2026Monarch is an Intapp implementation partner that assists with deployment of DealCloud for multiple clients including Ensis Partners, Republic Partners, Buchanan Ingersoll & Rooney and others. Marked "Strong Q4 With Intapp Partnership Expansion" in Q4 2025 communications.
• DocwisecoreChannel Partner/ Reseller/ Distributor · 22 October 2025Intapp partnered with Docwise to bring Intapp Time to the Brazilian legal market. Docwise leverages deep expertise in legal operations and legal tech to expand Intapp's regional presence.
• LexsoftcoreChannel Partner/ Reseller/ Distributor · 23 September 2025Intapp partnered with Lexsoft to expand its sales and implementation presence across Europe and Latin America. Lexsoft has deep expertise in legal technology.
• AlphastreamcoreStrategic or Co-development Partner · 17 September 2025Alphastream received a strategic investment from Intapp to deepen their partnership and integrate their technologies for private credit workflows, combining Alphastream's document intelligence with Intapp DealCloud to improve decision-making for asset managers, lenders, and investors in credit markets.
• EpiqcoreImplementation/ SI/ Consulting Partner · 4 September 2025Epiq acquired a consultancy specializing in Intapp implementation; Epiq Law Firm Advisory supports Intapp Time deployments (e.g., Holland & Hart).
• Actus VertominorChannel Partner/ Reseller/ Distributor · 12 August 2025Actus Verto became an authorized Intapp reseller, expanding client access to Intapp solutions.
• SnowflakecoreTechnology or Integration · 1 June 2025Partnership with Snowflake announced in June 2025 to enhance AI and data integration capabilities for Intapp's platform.
• DelphaicoreTechnology or Integration · 22 February 2024Intapp acquired Delphai (Berlin-based AI software company) to improve AI-driven data exploration and connectivity capabilities by integrating Delphai's applied AI technology for firmographic data automation. Transaction expected to close within 60 days of announcement.
• Wilson Allen (Billstream)coreTechnology or Integration · 13 June 2022Intapp acquired Wilson Allen's prebill automation solution Billstream, rebranding it as Intapp Billstream. The acquisition included a 14-strong team led by COO Shishir Shetty and enhanced the legal billing solution suite.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• iManage: Cloud document and email management (DMS) platform purpose-built for legal, accounting, and professional services firms. Competes directly with Intapp Collaboration and Workspaces for matter-centric document governance and knowledge management, with overlapping Microsoft 365 integration strategy.
• NetDocuments: Cloud-native document management platform for law firms and corporate legal departments. Direct competitor in cloud document/email management and collaboration within regulated legal workflows; overlaps with Intapp Collaboration and Microsoft 365 integration play.
• Aderant: Legal practice management and ERP software serving mid-size and large law firms. Directly competes with Intapp Time and Billstream on timekeeping, billing, and matter/financial management for the same Am Law and large-firm customer base.
• Onit: Enterprise legal management and contract lifecycle management (CLM) platform for corporate legal departments and law firms. Competes with Intapp's compliance suite (Terms, Conflicts, Intake) and contract management workflows within enterprise legal.
• Reveal: AI-powered eDiscovery and legal document analytics platform for law firms and corporate legal teams. Competes in the regulated-services document/AI analytics space adjacent to Intapp's AI capabilities and Assurelli/Compliance offerings.
• Clio: Cloud-based legal practice management platform serving law firms (especially small and mid-size). Competes with Intapp's CRM, time, billing, and intake offerings in the legal vertical, though Intapp is skewed toward larger enterprise firms.

Broad incumbents

• Thomson Reuters: Large incumbent serving legal, tax, accounting, and compliance professionals with information, software (including Elite legal practice management), and workflow tools. Competes broadly with Intapp's compliance, time, billing, and content offerings across overlapping professional-services segments.
• Wolters Kluwer: Global information services and software company serving legal, tax, accounting, and compliance professionals (e.g., CCH, Enablon, Teammate). Broad overlap with Intapp's compliance and accounting-firm products as part of a much larger professional-services portfolio.
• RELX (LexisNexis): Parent of LexisNexis and other professional information/analytics brands serving legal, risk, and scientific markets. Overlaps with Intapp in legal research, risk management, and compliance data — particularly through LexisNexis risk and compliance offerings.

Emerging players

• Harvey: AI-native legal platform for law firms and in-house legal teams. Also an Intapp partner (Intapp Walls for AI integration), but increasingly a competitor on AI-driven legal workflows that may eventually encroach on Intapp Celeste's agentic-AI thesis.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat8 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/64081
• Xx.com/intapp

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A12 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intapp