Company Description
Intapp, Inc. (NASDAQ: INTA) is a software company in the information sector that focuses on industry-specific, cloud-based solutions for professional and financial services organizations. According to company disclosures, Intapp is described as a global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms. It is classified in the "Software Publishers" industry and its common stock is listed on The Nasdaq Global Select Market under the symbol INTA.
Intapp states that its software helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using what it calls Applied AI, Intapp aims to make firm and market intelligence easier to find, understand, and use. The company emphasizes a portfolio of vertical SaaS solutions designed for specific professional services markets rather than generic horizontal software.
Business focus and vertical SaaS platform
Based on the company’s own descriptions, Intapp focuses on serving firms in accounting, consulting, investment banking, legal, private capital, and real assets. The company states that the world’s top firms across these segments use its platform and solutions to modernize operations and drive new growth. Intapp’s software is positioned to help professionals apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage.
Intapp’s approach centers on capturing and organizing firm knowledge, relationship data, and operational information so that it can be used in everyday workflows. The company highlights capabilities around knowledge management, relationship intelligence, and operational insights as core to how its software is used by advisory, capital markets, and legal firms.
Applied AI and cloud-based delivery
Intapp repeatedly emphasizes the role of AI and generative AI across its offerings. Company communications describe the use of Applied AI to automate data capture, surface insights from firm and market data, and support decision-making in areas such as deal management, timekeeping, and collaboration. Intapp also reports substantial SaaS and cloud annual recurring revenue, underscoring that its solutions are delivered primarily as cloud-based software.
The firm reports metrics such as SaaS revenue, cloud ARR, total ARR, and cloud net revenue retention in its financial updates, reflecting a recurring revenue model centered on subscriptions to its software. Intapp also references non-GAAP measures such as non-GAAP operating income and non-GAAP net income, which exclude items like stock-based compensation and amortization of intangible assets.
Key solutions highlighted by the company
Within its broader portfolio, Intapp has called out specific AI-powered solutions in public communications:
- Intapp DealCloud – Described as an AI-powered platform that unifies relationship, deal, and third-party market data to deliver actionable intelligence across the deal lifecycle. According to the company, DealCloud helps teams manage pipelines, relationships, and business development, automate data capture, and apply AI to a firm’s collective knowledge.
- Intapp Time – The company has announced new generative AI capabilities for Intapp Time, which it says are designed to help firms maximize revenue and automate compliant timekeeping.
- Intapp Collaboration – Described as being based on the Microsoft 365 platform, this solution is presented as a way to create a centralized hub for documents, communications, and other client and engagement content, supporting knowledge management and collaboration for professional services firms.
- Intapp Assist for DealCloud – Referred to as native generative AI capabilities that enhance operational efficiency, provide insights and recommendations, and support more personalized interactions with contacts within the DealCloud environment.
These named offerings illustrate how Intapp applies AI and data management to specific workflows such as deal origination, timekeeping, and collaboration in professional and financial services firms.
Client base and end markets
Intapp states that its clients include the world’s top firms across accounting, consulting, investment banking, legal, private capital, and real assets. Company communications also reference clients such as law firms and private equity firms adopting Intapp solutions to modernize their operations, manage deal pipelines, and enhance collaboration.
In its financial disclosures, Intapp reports the number of clients it serves and highlights upsell and cross-sell activity, particularly around its cloud offerings. The firm also notes that it continues to add new clients and expand existing accounts, including law firms and private equity firms, which aligns with its stated focus on advisory, capital markets, and legal markets.
Geographic presence
According to third-party classification data, Intapp derives a majority of its revenue from the United States and also has a presence in the United Kingdom and other regions described collectively as the rest of the world. Company press releases are frequently issued from Palo Alto, California, reflecting a significant operational presence there.
Capital markets profile and shareholder matters
Intapp’s common stock trades on The Nasdaq Global Select Market under the ticker INTA. The company files periodic and current reports, proxy statements, and other documents with the U.S. Securities and Exchange Commission. Recent filings include Form 8-K reports on financial results and a stock repurchase program, as well as a definitive proxy statement (DEF 14A) covering director elections, auditor ratification, and an advisory vote on executive compensation.
In an 8-K filing, Intapp disclosed that its Board of Directors authorized a common stock repurchase program, under which the company may repurchase shares of its common stock through various methods, funded from cash and cash equivalents or future cash flow. Another 8-K filing reported the results of the company’s annual meeting of stockholders, including the election of Class II directors, ratification of its independent registered public accounting firm, and approval of an advisory vote on named executive officer compensation.
Financial reporting and key metrics
Intapp reports its financial results in terms of total revenue and separate revenue lines for SaaS, license, and professional services. The company also discloses cloud ARR, total ARR, and cloud net revenue retention rate, as well as GAAP and non-GAAP operating income and net income. In its discussion of non-GAAP measures, Intapp explains that these exclude items such as stock-based compensation, amortization of intangible assets, expenses associated with acquisition-related contingent and deferred liabilities, transaction costs, restructuring and other costs, foreign currency impacts from dissolution of subsidiaries, asset impairments, and related tax effects.
The company states that it uses these non-GAAP measures and other metrics, including ARR and cloud net revenue retention, to evaluate performance, make planning decisions, and allocate resources. It also provides reconciliations of non-GAAP measures to the most directly comparable GAAP measures in its financial disclosures.
Corporate governance and annual meeting
Intapp’s definitive proxy statement describes its annual meeting of stockholders, which is conducted as a virtual meeting via live audio webcast. Stockholders of record as of a specified record date are entitled to vote on matters such as the election of directors, ratification of the independent registered public accounting firm, and an advisory vote on executive compensation. The proxy materials outline how stockholders can vote online, by telephone, by mail, or during the virtual meeting.
The proxy statement also discusses the composition of the Board of Directors, board committees, director compensation, and executive compensation, as well as stock ownership information and procedures for stockholder proposals at future annual meetings.
Position within the professional and financial services software market
Across its public communications, Intapp consistently positions itself as a vertical SaaS and AI provider focused on professional and financial services. Its emphasis on Applied AI, relationship intelligence, knowledge management, and operational insights reflects a strategy of tailoring software to the specific workflows and regulatory environments of advisory, capital markets, and legal firms.
For investors and analysts, Intapp represents an example of a software publisher that combines cloud-based subscription revenue with AI-enhanced, industry-specific applications. Its disclosures highlight recurring revenue metrics, client counts, and adoption of AI capabilities as key indicators of its business performance and strategic direction.