Intapp makes vertical SaaS software purpose-built for professional and financial services firms — law firms, accounting and consulting firms, investment banks, and private equity, private credit, and real assets managers. These firms have unique compliance obligations, complex multi-party relationships, and workflows that generic horizontal software like Salesforce CRM cannot adequately serve. Intapp's core products include DealCloud, a CRM and deal management platform for business origination and relationship tracking; a suite of compliance tools for conflict-of-interest checks, new business intake, information barriers, and client obligation management; time and billing tools; and Microsoft 365-integrated collaboration products. Intapp sells directly to over 2,700 clients globally, including 95 of the Am Law 100 and over 1,700 private capital and investment banking firms. Revenue is primarily subscription-based, with SaaS representing roughly two-thirds of total revenue and growing. Intapp uses a land-and-expand model — clients typically start with one or two products and add more over time — and cloud net revenue retention was 120% exiting FY25. A meaningful portion of clients still run on-premises software, and Intapp is actively migrating these clients to the cloud, which typically drives an ARR uplift. Intapp also sells generative AI tools as a paid add-on under its Intapp Assist product line, which is gaining traction in new sales. Intapp distributes through a direct sales force and a partner ecosystem of 145 partners, with Microsoft as a key partner — Intapp is sold on the Azure Marketplace, allowing clients to apply pre-committed Microsoft spend toward Intapp purchases.
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