As companies across the globe grapple with the complexities of the modern business environment, the need for efficient management of projects, workflows, and data has become crucial for organizations in professional services industries to remain competitive.

Intapp, a leading provider of cloud-based software solutions, is dedicated to helping professional services firms thrive in this demanding environment. By offering a comprehensive suite of tools for workflow automation, time and billing management, and data analytics, Intapp’s platform enables clients to optimize their operations, manage risk, and drive client success in a more streamlined and effective manner.

Catering to a diverse range of clientele, Intapp has established a strong presence in the professional services sector, serving law firms, accounting practices, consulting agencies, and financial services organizations. The company’s solutions are tailored to meet the unique needs of these industries, providing valuable insights and tools that empower businesses to stay ahead of the competition and improve their financial performance.

With a global footprint, Intapp has a strong presence supporting customers in North America, Europe, and Asia-Pacific, ensuring their solutions remain relevant and effective across various market geographies. Currently in a high-growth phase, Intapp is focused on expanding its customer base and deepening its penetration in existing markets. Key strategies include investing in product development, enhancing integration capabilities with other systems, and strengthening its position as a thought leader in the professional services software space.


Intapp was founded in 2000 by a group of experienced software entrepreneurs, including current chief product officer, Thad Jampol, with the aim of providing innovative software solutions for professional services firms. Initially, the company focused on the legal sector, offering products that helped law firms manage their time, billing, and conflicts of interest.

Over the years, Intapp has consistently evolved, expanding its product range to meet the growing needs of its clientele. Recognizing the need to serve a wider array of professional services industries, Intapp began diversifying its product portfolio, launching several new services geared at streamlining operations, managing risk, and helping firms make more informed business decisions.

Strategic acquisitions such as business intelligence and analytics provider, Decision Pace, time capture software provider, Rekoop, and leading provider of deal management solutions, DealCloud, have also helped boost the company’s product offerings and market reach.

In 2021, Intapp made its debut on the public market, raising $273 million, which has allowed the company to continue to broaden its product range with new solutions and integrations. The company is now also focused on enhancing its AI and machine learning capabilities to deliver more intelligent and automated solutions that help clients optimize their workflows and make better-informed decisions.


While fellow co-founders Dan Harsell, and Vera Newman have retired or moved on, Thad Jampol continues to help drive the growth and success of Intapp as the company’s CPO. With a strong background in software development and engineering, Jampol has been instrumental in the creation and implementation of Intapp’s product vision. Under his leadership, Intapp has significantly expanded its product offerings to serve a diverse range of professional services industries. He has also overseen the development and launch of innovative solutions such as Intapp Open, Intapp Wall Builder, and the Intapp Cloud platform, which has helped to cement the company’s reputation as a leading provider of risk management, operational efficiency, and client success.

Jampol is joined by John Hall, Intapp’s current chairman and chief executive officer. With a background in mergers and acquisitions with PWC, Hall has played a crucial role in the company’s strategic direction and growth for over 15 years, leading the company through strategic partnerships and acquisitions, and expanding its market reach and product portfolio.


Intapp offers a comprehensive suite of cloud-based software solutions designed to help professional services firms streamline their operations, manage risk, and drive business success. With a diverse range of products catering to the unique needs of various industries, Intapp’s products help its customers to optimize their workflows, enhance collaboration, and make better-informed decisions.

The company’s platform includes products and solutions that focus on various aspects of professional services operations, such as:
– Business Acceptance: Intapp Open streamlines client onboarding processes and allows firms to automate risk management, conflict checking, and compliance procedures. This ensures that firms can efficiently evaluate and manage new business opportunities while minimizing potential risks.
– Time and Billing Management: Firms can capture time more accurately, and streamline billing processes, while gaining insights into financial performance. With features such as automated time capture, real-time analytics, and customizable billing workflows, firms can optimize their revenue cycle and improve profitability.
– Workflow Automation: firms can automate repetitive tasks and processes, reducing manual efforts and the risk of errors. These tools also facilitate better collaboration and communication among team members, improving overall productivity and efficiency in project management and client service delivery.
– Information Barriers and Compliance: With Intapp Wall Builder, firms can ensure compliance with data protection and confidentiality requirements, helping to safeguard sensitive client information.
– Deal Management: tailored for financial services organizations, Intapp DealCloud enables firms to manage deal pipelines, track relationships, and gain insights into deal performance.

Intapp’s platform is used by a diverse range of customers, from small and mid-sized firms to large, multinational organizations. These clients span industries such as law, accounting, consulting, and financial services, and operate in various geographies across the globe.

The flexibility and scalability of Intapp’s solutions make them suitable for organizations of varying sizes and complexities, allowing customers to tailor the platform to their specific needs. Intapp’s focus on security, compliance, and integration capabilities also ensures that its solutions can be seamlessly integrated into existing technology ecosystems, providing added value to customers.

Intapp’s industry cloud has also been designed to cater to the unique operating and compliance needs of firms which in many cases have grown from partnerships, rather than formed corporations. As such it is highly differentiated from traditional CRM and ERP systems which are built for companies selling tangible products. In contrast, Intapp helps firms to leverage their collective specialized knowledge, expertise, experience, and relationships to increase their revenues and returns, operate more efficiently and profitably, and manage risk and compliance more effectively for a competitive advantage.

By offering a diverse range of solutions that cater to the unique needs of its customers within these highly-related industries, Intapp has become a trusted choice for professional services firms seeking to improve their operational efficiency, manage risk, and facilitate growth. Collectively, more than 2,100 clients, including 96 of the Am Law 100 law firms, seven of the top eight accounting firms, and over 1,250 private capital and investment banking firms rely on Intapp solutions.


In addition to catering to the ever-evolving needs of professional and financial services firms, Intapp has positioned itself to capitalize on the increasing demand for cloud-based solutions. The company’s growth strategies focus on several key areas, including product development, market expansion, and strategic partnerships and acquisitions, all aimed at capturing a larger share of the underserved market within the $3 trillion industry.

Despite the current climate of broader economic concerns, Intapp has said it is continuing to see steady demand for its purpose-built solutions. In November, the company held a city tour event with numerous industry participants. As a result, it gained direct insight into what’s driving this steady demand as clients shared that they see the increased capabilities and efficiency provided by the adoption of cloud technology as essential to enabling their firms to weather any challenging economic conditions.

Intapp is taking advantage of this trend, by offering modular, cloud-based solutions that can be easily adapted to various use cases and scaled as firms grow. Furthermore, it employs a land-and-expand model to generate multi-year growth within its client base, with client lifetimes often spanning more than a decade. The company focuses on deepening relationships with existing clients and helping them expand their use of Intapp’s solutions by adopting more modules, adding more users, and deploying to other parts of their organization.

The event also underscored the importance of its strategic partnerships as Intapp continues to broaden its industry cloud and innovation roadmap for the future. In the quarter, the company also released a new relationship paths capability, which helps firms source and win new business by leveraging their current network of professional connections and Intapp’s partner database of 1.5 million executives and board members.

Value from new acquisitions and product development is also continuing as the company’s purchase of Billstream helps firms integrate compliance across time entry and pre-billing processes, accelerating the work to collect cycle, as well as improving realization rates and driving profitability which offers compelling hard return-on-investment benefits for customers. In addition, an enhanced lawyer portal for legal firms ensures that partners, lawyers, and associates can process critical ethical barrier requests in real time, removing potential bottlenecks and avoiding slowdowns in client onboarding processes and a firm’s ability to respond rapidly to their clients’ requests.

Intapp’s efforts are resulting in notable client wins, with the company sharing that it continues to add new logos, as well as grow existing client accounts through up-selling and cross-selling, all while expanding its international footprint. In its latest quarter, the company’s new clients included global venture growth firm, B Capital, European investment banking franchise SEB Group, along with a top global management consulting firm.


Intapp has maintained a remarkable growth trajectory, consistently achieving double-digit year-over-year revenue increases in recent years. At the end of the second quarter of FY23, the company’s cloud annual recurring revenue reached $191.8 million, a 42% year-over-year increase.

The amount which also represents 70% of the company’s FY22 total revenue run rate at $272.1 million, has been driven by a surge in demand for its purpose-built solutions and the expansion of existing client relationships.

Most recently, Intapp’s gross margins have improved to 71.5% as compared to 68.5% in the prior year, largely the result of realigning a portion of its client success team from cost of sales to sales and marketing. While operating expenses at $57.7 million, were a $13.2 million increase year-over-year as the company continued to invest in sales, marketing, and product development to support its growth.

Looking ahead, management is forecasting to close out FY23 with total revenue of $340.5 million to $344.5 million, representing year-over-year growth of 26%, matching consensus expectations. Analysts are also expecting full-year earnings per share to record a loss of $1.28 for FY23, a 21% improvement on FY22’s loss of $1.63 per share.


The market for professional and financial services cloud software is highly fragmented, highly competitive, and subject to rapidly changing technology and evolving standards. Intapp faces competition from a variety of vendors, ranging from global companies with significant resources such as Thomson Reuters and Sage to scores of smaller companies focusing on niche offerings such as Clio, LexisNexis, and AbacusNext, among many others.

Competing on a multitude of factors such as product innovation, integration capabilities, ease of use, security, scalability, pricing, and customer support, Intapp has carved out a compelling competitive advantage with its deep understanding of the professional services industry. Having purpose-built solutions tailored to specific industry needs, it has generated strong client relationships and customer loyalty. Its ability to drive digital transformation within the industry, coupled with support for critical workflows at scale, has positioned it favorably against competitors.


Catering to the unique needs of professional and financial services firms, Intapp has consistently expanded its product portfolio and market reach through strategic acquisitions, partnerships, and product development. Despite the fragmented and competitive nature of the market, the company is leveraging its deep understanding of clients’ needs and strong relationships to continue its growth and expansion in the market.

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