Professional services solutions provider
Intapp Time
Intapp Time, the company's time tracking and billing solution, now sports an improved interface in a new, modern web experience, said Beth Cuzzone, vice president of growth marketing during her presentation.
It also now sports an AI-driven activity log that automatically captures and lists all the user's daily work activities, allowing them to easily and quickly complete timesheets without things like forgetting about weekends or teleconferences between meetings, as the software captures it all for them. Cuzzone also pointed out a new feature called Quick Add, which allows people to voice dictate what they are doing, and Intapp's AI can turn that voice into text, and that text into a draft timesheet that is checked for compliance with client billing requirements.
"Here, you can see the draft time entry includes the word 'reviewed' in the narrative. The client does not allow this language in the narrative and will likely reject the invoice. The AI highlights the word or phrase with a warning message, indicating an issue, and even suggests alternatives that comply with the client's billing requirements," she said.
The AI offers a list of acceptable suggestions in cases like this, and if the partner wants more information they can review the guideline that triggered the warning in the first place. Cuzzone noted that timing errors may not seem significant at first, but even the smallest amount of bill and time leakage can have cascading effects on a firm's revenue. Intapp time, she said, is intended to mitigate this challenge.
"Intapp's applied AI, firms can realize millions of dollars they otherwise would have lost. This also supports strategic growth and impacts profits for partners—all by leveraging the data you already have and without requiring professionals to do anything differently," she said.
The new Time experience will be released this summer. People can either keep using the existing desktop app or use the new web experience. They also plan to make it available on their mobile app eventually as well.
Intapp Walls
Meanwhile, Intapp Walls, the company's data privacy solution, was also enhanced with AI in cooperation with Microsoft, according to Richard Bowes, senior compliance growth director with Intapp who, previously, spent eight years at Microsoft. He said that Walls is designed for CIOs who want to bring the capabilities of AI to end users, but also need to protect against threats and inappropriate internal access, noting that it can be easy to unintentionally overshare. Walls is meant to put up, well, walls that ensure Copilot and AI only reveal the right information to the right people.
"Walls operates at an engagement level for project based industries. It knows the deals and engagement that content belongs to. That understanding of the engagement metadata and what content is associated with. It is what we call engagement context, it protects your most important confidential business data. Engagement context enables wars to manage and enforce access permissions to ensure that neither humans nor digital actors such as CO pilots or large language models can inappropriately access or share confidential information in your deals, matters or engagements," he said during his presentation.
One of the biggest changes to the solution has been the addition of numerous new connectors, particularly for Microsoft products, particularly OneDrive, which he said makes things especially easy for a user to unintentionally move sensitive content from a secure server to an insecure laptop. So now they are using connectors to help firms deploy a single centralized system to identify and protect sensitive engagement information across the whole Microsoft 365 ecosystem. Beyond dozens of connectors, he also touted an API to extent Walls to any system that contains sensitive information at all.
"If it contains sensitive information and It's plugged in, Walls can secure it," he said.
Walls has also been enhanced with new monitoring instruments to assess and track oversharing risks by repository, client engagement or geographic location. This means that professionals can identify and proactively address the highest risk areas of their data, as well as receive "a little nudge" to secure areas that are less protected.
"You don't have to go to sleep wondering if your clients' secrets are safe. Walls will show you," he said.
Intapp Assist
Finally, Melanie Fisher, Intapp's senior product manager, went over improvements to Intapp Assist, the company's generative AI assistant. She said that the Smart Tags feature has been significantly improved since it was first previewed last year. Smart Tags, she said, scan the cloud and automatically identify companies and contacts mentioned, and link the information to the relevant records—making it accessible across the firm. "It's like having an assistant who reads all your notes in real-time and adds an @ mention to every relevant company or contact. It's seamless and simple. Assist can instantly bring critical intelligence to every member of the firm who should have access to it," she said.
Intapp Assist now also features a new Prompt Studio. While Assist is very powerful, she conceded that every company is unique and has needs that cannot be addressed by a one size fits all approach. This is why they released the Prompt Studio, which allows people to bolster Assist's capabilities with custom prompts specific to the user.
She brought up a hypothetical example of someone named Kate, a partner at a multi-strategy investment firm. Kate is focused on making investments for the firm's private credit strategy. She asks if Intapp Assist can find credit-related information on a company. Her supervisor, Mark, goes into Prompt Studio, where he sees that there are built-in tips for writing effective prompts. He can use the copy from an existing prompt or create a new one. He fills in basic information and selects the type of task he wants to tailor (in this case, summary.) He assigns the AI a role familiar with a private credit partner, then chooses the data his instructions will apply to. Next, Mark describes the AI's task, giving it specific instructions on the types of information he is interested in, such as EBITDA, free cash flow, or debt service ratios. Once configured, he is ready to test. He filters the dataset through a realistic example and clicks Generate to see the results.
"Just like that, the experience has been tailored exactly to what Kate needs to run her private credit business. That was so easy!" she said.
Fisher also noted the solution's new language capacities. She raised an example of a hypothetical worker named Caleb who works in the UK and whose team is pursuing a deal with a Japanese conglomerate. While reviewing deal information, he discovers that his colleagues took notes in Japanese, and no one there understands them. Given time zone differences, she said, it will be difficult to get everyone on a call to resolve this quickly. However, in this case the firm already configured a prompt to translate automatically.
"Firms aspire to grow along many dimensions, including geographic expansion—whether organically or inorganically. While English is the most commonly used language, as businesses cross borders, the need for multilingual collaboration naturally increases," said Fisher.
Prompt Studio, Assist can translate over 100 languages into English.
