Search, create, and update records across the Intapp portfolio with secure, compliant retrieval via Intapp connector with Claude. Ensure the workflows you rely on from Intapp are available to integrate into your Claude projects with the governance your clients demand.
You can use Intapp to:
Search:
"Show me who we have worked most closely with this year"
Summarize:
"Give me the gist of our last few interactions"
Report:
"Give me a profile of this firm"
Manage records:
"Create a new client record and update their contact information"