Intapp DealCloud

Intapp (domain: intapp.com) is a software company that provides cloud-based solutions for professional and financial services firms, including law firms, accounting firms, investment banks, and private capital markets. One of its key products is DealCloud, a platform designed for deal and relationship management, primarily targeting private equity, investment banking, and other capital markets professionals. Intapp offers AI-powered products and features, including AI-driven data capture, relationship intelligence, and workflow automation. These AI capabilities help firms automate data entry, gain insights from their data, and improve decision-making processes. The target audience for these AI products includes professionals in private equity, investment banking, legal, accounting, and consulting firms who need to manage complex client relationships, deals, and compliance requirements efficiently.

Intapp provides cloud-based software solutions for professional and financial services firms, focusing on risk management, compliance, time tracking, and business process automation. Here are key features and functions of some of their main products: 1. Intapp Terms: - AI-powered terms categorization and immediate answers to terms questions via Microsoft Teams. - Automated email notifications and reminders for terms actions and expirations. - Customizable rules for mandatory terms and alerts for missing/modified terms. - AI-assisted identification and classification of key terms from documents. - Assign terms to clients/matters based on criteria, with inheritance and status tracking (in effect, pending, expired). - Side-by-side terms comparison and approval workflows. - Integrates with Intapp Intake, Conflicts, and Time for standardized processes and data sharing. 2. Intapp Intake: - Centralizes risk-related information for new and recurring business. - AI-powered request summaries and automated workflows. - Risk and AML scoring, industry-specific risk factors, and monitoring/alerting. - Automated engagement letter generation and secured external forms. - Mobile app for on-the-go intake management. - Integrates with third-party data sources (e.g., Bureau van Dijk, Dun & Bradstreet, S&P Global) for enhanced due diligence. 3. Intapp Time: - AI-powered timekeeping and activity capture across devices and applications. - Quick add for time entries via voice or text, and instant compliance validations. - AI-suggested corrections and compliant time entries. - Flexible timekeeping methods (timers, direct entry, AI capture). - Shared time entries to prevent duplications, operational compliance reporting. - Integrates with Intapp Terms, Billstream, and financial management systems. - Built on secure, scalable Microsoft Azure cloud infrastructure. Other Intapp solutions include DealCloud (CRM, business development, pipeline management), Conflicts (conflict checking), Employee Compliance, Billstream (billing), Collaboration, and Workspaces, all designed for industry-specific needs in legal, accounting, consulting, investment banking, and private capital sectors.

Intapp primarily supports law firms and legal departments across a wide range of practice areas, but its solutions are especially relevant for: - Corporate / M&A - Litigation - Real estate - Regulatory - Privacy & data protection - Employment / labor - Bankruptcy - Tax - Other general law firm practice areas Intapp’s platform is not limited to a single practice area; it is designed to support the operational, compliance, and business development needs of law firms regardless of their specialty. Key features and functions of Intapp include: - AI-powered client and market intelligence (DealCloud) - Relationship management and business development automation - New business intake and regulatory screening - Conflicts management with AI filtering - Centralized management of client and vendor terms - Ethical walls and access rights management - Employee compliance and attestation management - Secure, matter-centric collaboration workspaces (integrated with Microsoft 365 and Copilot) - Automated, compliant timekeeping and billing (Intapp Time, Billstream) - Prebilling and invoice management - Cloud-based, configurable solutions for risk, compliance, and operational efficiency Intapp’s solutions are trusted by many of the world’s top law firms to modernize operations, improve compliance, and drive growth with AI-driven intelligence.

Intapp is certified for SOC 2 Type II and ISO 27001. They are also certified for ISO 27017, ISO 27018, and ISO 27701. There is no clear evidence from their official sources that they are explicitly HIPAA or CCPA compliant, nor is there a direct statement about GDPR compliance, though ISO 27701 certification is related to privacy and data protection, which supports GDPR alignment.

Intapp explicitly states the following about data handling: - Data retention: Customer data is generally retained for the life of the subscription plus a limited time after, as described in the customer contract. Some products (e.g., Intapp Collaboration, Workspaces, Billstream) only store customer data during processing. Log data and certain activity data have specific retention periods (e.g., 1 year or 45 days). Data removed at the end of the retention period may remain in backups for a limited time. - Client data access: Intapp employees do not access customer data unless directed by the client. Access is tightly controlled, logged, and monitored, with segregation of duties and time-based privileged identity management. - Encryption: All data at rest is encrypted (AES-256), and all data in transit is encrypted using TLS 1.2 or better. Keys are stored in FIPS-140-2 compliant key stores with Azure. - Data sovereignty: Customer data remains in the geographic region chosen by the client. - Certifications: Intapp cloud products have ISO 27001/27017/27018/27701, CSA STAR, APEC, SOC 1 Type 2, and SOC 2 Type 2 certifications. - No explicit mention was found of "client data not used for training," "on-prem deployment," "private cloud," or "customer-managed encryption keys" in the reviewed materials.