Intapp

Firms that sell expertise tend to lose time and money on scattered deal records, manual conflict checks and patchy client data.

Intapp is a software platform for professional and financial services firms that uses AI, built on Microsoft Azure, to help them find, win and carry out new business while keeping risk under control.

Its products cover deal and relationship management, compliance, time management and collaboration.

Intapp serves accounting, consulting, corporate, investment banking, legal, private capital and real assets teams, so the tools are shaped around those industries rather than general office work.

More than 2,450 firms worldwide use Intapp.

It is an enterprise product geared toward whole firms, not individual freelancers, and it makes the most sense if your growth work and compliance work both need to sit in one system.