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Microsoft Financial Services United States

Intapp

Data Lake / Data Warehouse Modernization · Enterprise Knowledge Search · IT Operations Automation

“We’re at a watershed moment—not dissimilar to the dawn of cloud computing or smartphones—where AI will fundamentally change how people and firms do business.” Understanding the challenge Financial and professional services firms are vastly different from typical corporations.

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Azure OpenAI, Microsoft 365 Copilot Azure Databricks , and Azure AI services all bolster AI capabilities in Intapp’s offerings.
Financial and professional services firms represent a $3 trillion market.
Intapp also recognized the scale of development and investment Microsoft was putting into the Azure cloud platform and portfolio of services, along with cost-benefit analysis, security, and support teams.
Intapp is also enabling users to take complex information, summarize it, and then make it consumable for primary users like bankers, dealmakers, lawyers, and accountants, thus helping firms execute their work more efficiently.

Reported impact

Business outcome

Intapp is also enabling users to take complex information, summarize it, and then make it consumable for primary users like bankers, dealmakers, lawyers, and accountants, thus helping firms execute their work more efficiently.

  • Cost Reduction
  • Customer Experience
  • Revenue Growth
  • Risk Reduction

Solution

Financial and professional services firms represent a $3 trillion market. “We’re at a watershed moment—not dissimilar to the dawn of cloud computing or smartphones—where AI will fundamentally change how people and firms do business.” Understanding the challenge Financial and professional services firms are vastly different from typical corporations. This is where our solutions and the foundational power of Azure and Azure OpenAI deliver unique capabilities for financial and professional services firms.” ​​Lavinia Calvert, Vice President and Legal Industry Principal, Intapp Financial and professional services firms represent a $3 trillion market. Intapp is also enabling users to take complex information, summarize it, and then make it consumable for primary users like bankers, dealmakers, lawyers, and accountants, thus helping firms execute their work more efficiently.

Solution architecture

7 components · 2 layers
  1. Compute
    • Azure OpenAI Service Runs the generative AI experience that answers questions, summarizes content, or drafts outputs for users.
    • Azure AI Services Provides AI models and cognitive services used in the customer-facing or employee-facing workflow.
    • Azure Databricks Processes and analyzes large datasets for the solution.
    • Microsoft 365 Copilot Provides the generative AI assistant inside Microsoft 365 workflows for employees.
    • Azure Provides the secure, scalable cloud foundation for the solution.
    • Microsoft Copilot for Sales Brings AI assistance into sales and relationship-management workflows.
  2. Serving
    • Microsoft Teams Serves as the collaboration and frontline communications surface for the solution.

Architecture clues

  • Intapp also recognized the scale of development and investment Microsoft was putting into the Azure cloud platform and portfolio of services, along with cost-benefit analysis, security, and support teams.
  • Robust compliance capabilities to ensure conformity with leading risk and compliance management practices by using technology designed to meet industry-specific mandates and regulatory requirements.
  • They therefore need the combined capabilities of Intapp and Azure to help them harness the intrinsic power of these same relationships and knowledge to be successful firms.
  • This is where our solutions and the foundational power of Azure and Azure OpenAI deliver unique capabilities for financial and professional services firms.” ​​Lavinia Calvert, Vice President and Legal Industry Principal, Intapp Financial and professional services firms represent a $3 trillion market.
  • This is where the foundational power of Azure and Azure OpenAI delivers through Intapp’s solutions [DL1] , which bring unique vertical AI capabilities to life for our clients and their professionals.” Azure underpins all of Intapp’s solutions and AI initiatives, including managing end-to-end risk, compliance, and confidentiality, business development, driving profitability, and effective collaboration.
  • With their complex relationships, partner-led operations, and compliance and regulatory mandate, they require purpose-built cloud solutions.
  • With their complex relationships, partner-led operations, and compliance and regulatory mandates, they require purpose-built cloud solutions.
  • “These knowledge-based industries have special needs and require out-of-the-box AI capabilities that deliver securely and reliably on specific use cases.

Evidence from the source

Intapp is also enabling users to take complex information, summarize it, and then make it consumable for primary users like bankers, dealmakers, lawyers, and accountants, thus helping firms execute their work more efficiently.
They therefore need the combined capabilities of Intapp and Azure to help them harness the intrinsic power of these same relationships and knowledge to be successful firms.
This is where our solutions and the foundational power of Azure and Azure OpenAI deliver unique capabilities for financial and professional services firms.” ​​Lavinia Calvert, Vice President and Legal Industry Principal, Intapp Financial and professional services firms represent a $3 trillion market.
“We’re at a watershed moment—not dissimilar to the dawn of cloud computing or smartphones—where AI will fundamentally change how people and firms do business.” Understanding the challenge Financial and professional services firms are vastly different from typical corporations.
Transparency Evidence & methodology 61/100 reference value · 85% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value61/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth15/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity16/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact0/25
    0 metrics describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence85%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    4 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity6/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    Intapp customer story

    First-party
    https://www.microsoft.com/en/customers/story/1694075707271301702-intapp-professional-services-azure
    Source type
    Vendor-published customer story
    Published
    Oct 27, 2023
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Oct 27, 2023 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.

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