IntApp

Intapp is a provider of cloud-based software solutions tailored for the professional and financial services sectors. The company empowers firms in private capital, investment banking, legal, accounting, and consulting by offering tools designed to address evolving client, investor, and regulatory demands. With a focus on enhancing operational efficiency and client success, Intapp serves over 1,600 customers worldwide, including a significant number of top global law, accounting, and economic consulting firms. Its Professional Services Platform encompasses the entire client lifecycle, delivering specialized solutions for client development, business acceptance, and client delivery. The majority of Intapp's revenue is generated in the United States, with additional operations in the United Kingdom and other regions.

David Morton Jr.

CFO, Finance

11 past transactions

Termsheet

Acquisition in 2025
Termsheet is a platform for real estate investors that brings all the data and dealings in one place.

Paragon Data Labs

Acquisition in 2023
Paragon Data Labs is an innovative RegTech company that specializes in developing cloud-based software solutions aimed at enhancing operational efficiency for financial services firms. Its flagship product, the Compliance Administration and Tracking (CAT) platform, revolutionizes employee compliance by integrating features such as Personal Trading Oversight, Employee Disclosures, and Material Non-Public Information Management. CAT automates monitoring and provides comprehensive firm-wide analysis and visualizations, simplifying compliance for both employers and employees. The platform also includes capabilities for annual attestations, advanced auditing and analytics, proactive monitoring, case management, policy management, and information barrier management, enabling financial firms to eliminate manual workflows and streamline their compliance processes.

Billstream

Acquisition in 2022
Billstream is a provider of billing automation solutions designed to help businesses streamline their billing processes. The software facilitates accurate and efficient sharing of timekeeping data, client requirements, and budgetary information among billing teams, promoting collaboration while maintaining audit trails during the prebill cycle. By leveraging advanced technology, Billstream simplifies the preparation and validation of prebills and pro forma invoices. This comprehensive solution enhances operations and finance, enabling organizations to produce more accurate bills, accelerate prebilling and billing processes, and improve financial realization.

Repstor

Acquisition in 2021
Repstor specializes in enterprise content management (ECM) integration software and services that enable organizations to effectively utilize their information assets. The company focuses on enhancing user adoption and ensuring compliance by creating intuitive and seamless ECM deployments. Repstor's solutions streamline electronic filing and search processes, allowing users to manage digital documents effortlessly without needing to worry about storage locations. This approach not only simplifies content management but also supports businesses in maximizing the value of their information resources.

OnePlace Pte

Acquisition in 2019
OnePlace Pte Ltd is a Singapore-based company specializing in client lifecycle management solutions tailored for marketing and business development teams in professional services. Founded in 2012, OnePlace operates as a subsidiary of Intapp, Inc. The company offers a comprehensive platform built on Salesforce, designed to assist organizations in managing client relationships from initial engagement to strategic program support. OnePlace provides tools for planning, executing, and analyzing prospecting campaigns, including features such as proposal generation and referral management. Its solutions enable firms to create structured and effective bid processes, while robust reporting and dashboard functionalities deliver a holistic view of client interactions. Additionally, OnePlace's mobile accessibility allows users to maintain productivity and manage relationships effectively from various locations. With a strong presence across Singapore, Australia, the US, and the UK, OnePlace has established a reputation for successfully implementing client lifecycle management projects globally.

Gwabbit

Acquisition in 2019
gwabbit, Inc. develops enterprise relationship management (ERM) solutions, focusing on automating contact capture and management. Founded in 2008 and based in Carmel Valley, California, the company offers products such as gwabbit ERM 3.0 and gwabbit Enterprise Server. Its technology leverages artificial intelligence to facilitate the automatic creation and maintenance of contacts, while algorithms assess interactions among firm employees, clients, and other stakeholders to enhance relationship management. As of April 2019, gwabbit operates as a subsidiary of Intapp, Inc.

DealCloud

Acquisition in 2018
DealCloud, Inc. offers a cloud-based deal management and workflow platform tailored for private equity, growth capital firms, investment banks, and other investors. Founded in 2010 and headquartered in Hoboken, New Jersey, with additional offices in major cities globally, the company addresses the inefficiencies in the deal-making process. Its platform encompasses a range of services including pipeline management, document retention, portfolio management, and analytics, facilitating seamless collaboration and knowledge sharing among dealmakers. DealCloud's solutions enable users to manage relationships, execute deals, and connect with external data sources effectively. The company also provides implementation and ongoing support services to enhance user experience. As a subsidiary of Intapp, Inc., DealCloud continues to innovate within the private equity and investment sectors, streamlining operations from strategy through execution.

Rekoop

Acquisition in 2016
Rekoop Limited specializes in developing cloud-based time capture software tailored for the legal sector. Its solutions facilitate accurate time recording for legal professionals, enabling them to monitor and track their work across various tasks, such as drafting documents and managing communications. The software generates timesheets that seamlessly translate into billing and offers insights into individual and departmental performance, thereby enhancing efficiency. Additionally, Rekoop provides a mobile solution that allows users to review time entries from smartphones and tablets, ensuring flexibility for clients on the move. The software integrates with existing practice management systems and includes a business intelligence application to maximize the value of entered data throughout the billing cycle. Serving mid-tier law firms across the United Kingdom, Europe, the Americas, South Africa, and the Pacific Rim, Rekoop was incorporated in 2008 and is headquartered in Manchester, United Kingdom. As of January 22, 2016, it operates as a subsidiary of Intapp, Inc.

The Frayman Group

Acquisition in 2014
Frayman Group is a provider of enterprise risk management software specifically designed for law firms. Founded in 2007, the company combines industry expertise with innovative technology to assist its clients in automating business processes, managing compliance, mitigating risk, and enhancing competitiveness. Frayman Group's software offerings include solutions for conflicts management, information security, and professional compliance, catering to the unique needs of the legal industry. The firm aims to support law firms in navigating the complexities of risk management while improving their operational efficiency.

Advanced Productivity Software

Acquisition in 2013
Advanced Productivity Software (APS), makers of DTE Axiom time entry software.
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