Palo Alto, 94306, CA,
United States
Intapp, Inc.
Intapp, Inc., a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Intapp, Inc. collaboration with software players such as Intapp empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Intapp, Inc. | Intapp | Intapp Intergrate | Master Data Management | PaaS |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Baker McKenzie | Professional Services | 13000 | $3.3B | United States | Intapp | Intapp Intergrate | Master Data Management | 2017 |
In 2017 Baker McKenzie engaged Intapp Intergrate as a central component of a Master Data Management initiative to centralize client and matter information across its global operations. The engagement was anchored by Intapp Open Experience and led by Intapp Consulting, with implementation services provided by Intapp, Inc., and focused on enabling marketing, business development and experience management use cases.
The implementation configured Intapp Intergrate to function as a master data hub for client and matter records, emphasizing data model standardization, entity resolution and data orchestration across intake and engagement lifecycles. Intapp Open Experience was used to surface consolidated client and matter profiles for pitch preparation and experience management, while Intapp Consulting led the data strategy and information architecture decisions.
Integrations centered on feeding consolidated master data into marketing, business development and experience management workflows and proposal generation processes, with data integration pipelines established to synchronize source systems into the Intergrate hub. The deployment covered global practice groups and regional operations, enabling standardized client and matter information to be accessed by commercial and experience teams across offices.
Governance and rollout were driven by Intapp Consulting through a firmwide data strategy, including stewardship roles, data quality rules and staged adoption across business development and marketing functions. The program explicitly targeted improved generation of pitch materials and the identification of cross-selling opportunities using consolidated client and matter master data, aligning the Intapp Intergrate implementation with Baker McKenzie business development and experience management objectives.
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Clayton Utz | Professional Services | 1600 | $372M | Australia | Intapp | Intapp Intergrate | Master Data Management | 2018 |
In 2018, Clayton Utz implemented Intapp Intergrate alongside Intapp business-acceptance, terms management and Intapp Flow to support KYC and AML client onboarding across its Australian offices. The firm engaged Intapp, Inc. and Intapp Professional Services for a cloud deployment, with Intapp Flow specifically cited by the vendor as intended to 'integrate data across the firm’s business systems'.
Intapp Intergrate was applied in a Master Data Management context to centralize client intake information, standardize acceptance workflows and manage terms metadata across practice groups. Functional capabilities implemented include business acceptance controls, terms management and workflow orchestration for client onboarding, with configuration focused on canonical client records and intake orchestration consistent with MDM practices.
Operational coverage spanned the firm’s Australian offices and targeted business functions in risk, compliance and client-facing intake teams to strengthen KYC and AML controls. Governance and process changes were coordinated with Intapp Professional Services, aligning intake workflows and compliance checkpoints with the new data consolidation and orchestration layers to improve risk and compliance intake processes.
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Farrer & Co LLP | Professional Services | 406 | $87M | United Kingdom | Intapp | Intapp Intergrate | Master Data Management | 2017 |
In 2017, Farrer & Co LLP implemented Intapp Intergrate together with Intapp Open and Intapp Flow to centralize Master Data Management for new business intake, business development and HR workflows across the firm in the United Kingdom. The deployment positioned Intapp Intergrate as the integration and data orchestration layer to support automated intake and conflict screening across professional services processes.
The implementation configured Intapp Open for intake and conflict identification and Intapp Flow for workflow orchestration, while Intapp Intergrate handled master data consolidation, routing and automation of handoffs between business development and HR processes. Standard Master Data Management capabilities were applied, including canonical contact and matter records, duplicate resolution and automated update propagation to maintain consistent entity data across intake and conflicts workflows.
The solution was delivered as a cloud based service and emphasized data integration and workflow automation across office and practice group boundaries in the UK. Integrations were executed within the Intapp product family to unify intake, conflicts and workflow automation, improving operational consistency for new business and people administration functions.
Governance and rollout were supported by Intapp Professional Services and Intapp, Inc. which led configuration, testing and phased firmwide rollout activities that aligned intake and conflicts policies with automated workflows. The deployment delivered cloud based intake, conflicts and workflow automation outcomes as described in the vendor press release and positioned Intapp Intergrate at the center of the firm’s Master Data Management posture.
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