Intapp
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.
- Company typePublic
- Founded2000
- HeadquartersPalo Alto, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
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.
Intapp firmographics
Firmographics- 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
Intapp industry classification
Industry- 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
Where Intapp is headquartered
LocationHeadquarters
- HQ city
- Palo Alto
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Intapp business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Marketing or Sales, Personnel, Infrastructure, Operations
Revenue model
- 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.
- 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.
- 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.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise subscription |
| Hybrid | Annual | Celeste / AI premium package (premium customers get access at no additional cost) |
| Subscription | Multi-year contract | Multi-year enterprise contracts |
Go-to-market motion4 records
Distribution channels6 records
Marketing channels11 records
Intapp product offering
Product offeringCore 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
Companies that use Intapp
Customer profileNamed customers45 records
Segments8 records
Ideal customer profiles6 records
Intapp technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability11 records
Feature13 records
Intapp partnerships and signals
Strategic signalPartnerships
23 partnerships are on record, tiered core, minor and flagship.
- Frend DigitalcoreNordic-based technology partner facilitating Arkwright Consulting's deployment of Intapp DealCloud using DealCloud's advisory industry blueprint.
- DCM Insights (DCMi)coreIntapp 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'scoreWon Intapp Partner Forum 2026 Award — Deal Catalyst category. Demonstrated excellence in expanding Intapp's platform for client success.
- FINTRXcoreWon Intapp Partner Forum 2026 Award — Data Intelligence category. Recognized for excellence in integrating or expanding Intapp's platform.
- ROOXminorWon Intapp Partner Forum 2026 Award — Integration Excellence category.
- HarborminorWon Intapp Partner Forum 2026 Award — Client Impact category.
- MicrosoftflagshipDeep 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)flagshipIntapp 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.
- AnthropicflagshipIntapp 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.
- HarveyflagshipIntapp 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.
- ToltIQcoreToltIQ 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 GroupcoreLEDA Group is an Intapp implementation partner specializing in Intapp DealCloud deployments, e.g., supporting Paine Schwartz Partners' rollout of DealCloud.
- Forge SoftwarecoreForge 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)coreDecimal 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.
- MonarchflagshipMonarch 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.
- DocwisecoreIntapp 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.
- LexsoftcoreIntapp partnered with Lexsoft to expand its sales and implementation presence across Europe and Latin America. Lexsoft has deep expertise in legal technology.
- AlphastreamcoreAlphastream 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.
- EpiqcoreEpiq acquired a consultancy specializing in Intapp implementation; Epiq Law Firm Advisory supports Intapp Time deployments (e.g., Holland & Hart).
- Actus VertominorActus Verto became an authorized Intapp reseller, expanding client access to Intapp solutions.
- SnowflakecorePartnership with Snowflake announced in June 2025 to enhance AI and data integration capabilities for Intapp's platform.
- DelphaicoreIntapp 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)coreIntapp 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
Intapp competitors and assessment
Company assessmentDirect 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
Intapp social profiles
Digital presenceIntapp financial estimates
Financial estimateRevenue estimate
Valuation estimate
Intapp leadership team
Management profileNumber of profiles
Profiles10 records
Intapp subsidiaries and ownership
Company hierarchySubsidiaries3 records
Intapp funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Intapp M&A and investment
M&A and investmentM&A12 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Intapp
What does Intapp do?
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.
Is Intapp a public or private company?
Intapp is a public company. It is classified as public and is currently operating.
When was Intapp founded?
Intapp was founded in 2000. It employs 1,001 to 5,000 people.
Where is Intapp based?
Intapp is headquartered in Palo Alto, United States, in the North America region.
How does Intapp make money?
Five revenue lines are on record. SaaS subscriptions (Intapp Cloud) is the primary driver. The others are cloud Annual Recurring Revenue (ARR), term/on-premise license revenue, professional services and implementation and AI premium package attach.
Who are Intapp's main competitors?
Direct peers on record are iManage, NetDocuments, Aderant, Onit, Reveal and Clio. Broad incumbents are Thomson Reuters, Wolters Kluwer and RELX (LexisNexis). Harvey is listed as an emerging player.
Does Intapp have an API?
Yes. Intapp offers the Intapp Integration Service (IIS) for pre-built integrations and partner connectivity across the platform, and customers can purchase Intapp offerings through the Microsoft Azure Marketplace. Public/developer-facing REST or GraphQL API documentation is not explicitly published on the website; integration capabilities are delivered through the IIS product, partner-built connectors (e.g., ToltIQ, Alphastream, Decimal Point Analytics, Harvey, Anthropic Claude) and embedded connections into Microsoft 365/Teams/Outlook/SharePoint/Copilot.
What industry is Intapp in?
Intapp's product category is Vertical SaaS for Professional and Financial Services. Its primary akta.pro industry code is HDAEANAI, AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI), with a secondary code of BPAHAEAJ, Integration, API & Middleware Consulting. Its NAICS code is 5132 and its SIC code is 7372.