Intapp

Potential client submits information via portal.

Intapp automatically runs a conflict check against internal databases.

AI flags potential hits for a human risk officer to review.

Once cleared, the matter is automatically provisioned in the DMS.

Intapp Assist monitors document activity and emails.

It drafts a concise narrative entry based on the work performed.

The professional reviews and clicks 'accept' within Outlook.

The entry is synced directly to the firm's financial system.

DealCloud harvests data from recent meetings and emails.

The platform highlights that a partner at a different office already has a connection at the target company.

The deal team uses this warm intro to secure a meeting.

All interactions are logged automatically to the deal pipeline.

Intapp Risk & Compliance initiates a background search on all beneficial owners.

System checks against global sanctions lists and PEP databases.

A risk score is generated for the prospective client.

Approval workflows are triggered based on the score threshold.

Intapp Terms extracts rules from the client's engagement letter.

The software flags any time entry that violates these rules (e.g., 'no charging for travel').

The user is prompted to correct the entry before submission.

The firm maintains 100% compliance with client mandates.

OnePlace tracks consultant availability and skill sets.

Project managers search for available resources with specific industry expertise.

Assignments are made and synced to time-tracking and billing modules.

Utilization reports are generated in real-time.

Portfolio company financial data is ingested into DealCloud.

Automated dashboards compare performance against original investment thesis.

Risk alerts are triggered if key KPIs fall below a certain threshold.

Quarterly reports are generated for Limited Partners automatically.