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Intapp (INTA) investor relations material
Intapp UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Business transformation and growth
Achieved significant revenue growth from $200 million in 2022 to $600 million, driven by cloud migration and industry focus.
Transitioned over 90% of clients to the cloud, with more than 80% of revenue now cloud-based.
Built a specialized platform for professional and financial services, targeting an underserved $15 billion SAM.
Benefited from industry consolidation, shifting go-to-market to focus on the top 2,000 enterprise accounts.
Upsell and cross-sell opportunities within the existing client base could drive revenue above $1 billion.
Strategic partnerships and ecosystem
Developed key alliances with Microsoft and KPMG, enhancing distribution and co-selling opportunities.
Microsoft partnership allows clients to use Azure spend for purchases, aligning sales incentives.
Microsoft established a dedicated professional services sales force, deepening collaboration.
Built an ecosystem of 145 partners, including technology, services, and data organizations.
Partnerships have enabled entry into large institutions and supported expansion into new markets.
AI innovation and product evolution
Early adoption of machine learning and generative AI, with a focus on unstructured data and compliance.
Launched generative AI features two years ago; now advancing into agentic AI for workflow automation.
AI solutions target high-value use cases: client growth, deal origination, compliance, and cash conversion.
AI adoption is rising among senior leadership, enabled by improved data structuring and user experience.
Acquired TermSheet to expand agentic AI offerings, moving toward usage-based monetization.
Agentic AI monetization strategy
Microsoft Azure spend for Intapp products
PE-driven accounting firm consolidation impact
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Next Intapp earnings date
Q2 20263 Feb, 2026
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Frequently asked questions
Intapp, Inc. provides industry-specific cloud-based software solutions for the professional and financial services industry in the United States, the United Kingdom, and internationally. It offers Wall Builder that enables law firms to capture and report on risk, compliance, security, and ethics, as well as manage conflicts of interest. Furthermore the company offers three products that integrate enterprise systems comprising Open, a middleware platform; Time Builder to facilitate integration and management of time systems; and RISK Builder to better manage law firm risk. The company also provides Professional Services Automation Suite products to use with Salesforce; and Consulting Solutions Services.
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