SpecialistAutonomous enterprise AI agents and CRM intelligence powered by Salesforce Data 360 and Atlas.
SpecialistAutonomous enterprise AI agents and CRM intelligence powered by Salesforce Data 360 and Atlas.
Intapp records 220,730 monthly visits with +13.6% month-over-month growth and Contact for Pricing pricing. Origin records 377,484 monthly visits with -9.1% growth and Free Trial, Paid pricing.
Applied AI and deal software for professional and financial services firms
| Dimension / Metric | ||
|---|---|---|
| Official Domain | intapp.com | useorigin.com |
| Pricing Model | Contact for Pricing | Free Trial, Paid |
| Monthly Visits | 220.73K (220,730) | 377.48K (377,484) |
| MoM Traffic Delta | +26.43K (+13.6%) | -37.97K (-9.1%) |
| Primary Market & Share | 🇺🇸 United States (93.5%) | 🇺🇸 United States (94.5%) |
| Direct Visits / mo | 158.84K | 262.64K |
| User Rating | 4.4 | 4.4 |
| Supported Platforms | Website | Website |
Applied AI and deal software for professional and financial services firms
An AI coworker grounded in a firm's own knowledge and governed by its compliance rules, designed for the business operations of professional firms rather than generic assistance.
Intapp DealCloud provides pipeline visibility, relationship intelligence and deal management for accounting, consulting, investment banking, private capital and corporate development teams.
Purpose-built tools for conflicts detection, new business intake, terms management, ethical walls and employee compliance, with continuous monitoring across the firm's data.
Compliant time capture across devices, prebilling workflows and secure Microsoft 365 collaboration spaces with automated provisioning and permissions.
Meet your proactive AI financial advisor
Monitor every transaction across all your accounts in one view and build a personalized budget in seconds.
Track your portfolio, monitor performance, and move idle cash into a higher-yield cash account.
Ask questions about your money in natural language and get personalized answers grounded in your complete financial picture.
Runnable scenarios show how decisions today ripple into your future, so you can plan with numbers instead of guesses.
SpecialistAutonomous enterprise AI agents and CRM intelligence powered by Salesforce Data 360 and Atlas.
SpecialistAutonomous enterprise AI agents and CRM intelligence powered by Salesforce Data 360 and Atlas.
Provides comprehensive AI-assisted legal research and compliance tools, but lacks Intapp's specialized client intake and relationship workflows.
Provides comprehensive AI-assisted legal research and compliance tools, but lacks Intapp's specialized client intake and relationship workflows.
Delivers cutting-edge legal AI document analysis and contract workflows, whereas Intapp offers broader professional services enterprise management.
Delivers cutting-edge legal AI document analysis and contract workflows, whereas Intapp offers broader professional services enterprise management.
SpecialistThe AI-native CRM for agentic revenue teams
SpecialistAutomated compliance, risk, and trust management powered by AI
SpecialistAutomated compliance, risk, and trust management powered by AI
Specializes in deal and relationship intelligence for private capital and professional services, sharing deep roots with Intapp.
Specializes in deal and relationship intelligence for private capital and professional services, sharing deep roots with Intapp.

SpecialistAI-driven market analysis for faster, data-backed investing decisions
SpecialistAI-driven market analysis for faster, data-backed investing decisions
SpecialistStreamlines contract lifecycle management with built-in AI, but focuses less on overarching client intake and compliance checks.
SpecialistStreamlines contract lifecycle management with built-in AI, but focuses less on overarching client intake and compliance checks.

Delivers robust portfolio analysis and asset tracking with AI insights, but lacks direct day-to-day budgeting tools.
Delivers robust portfolio analysis and asset tracking with AI insights, but lacks direct day-to-day budgeting tools.
SpecialistVertical AI applications and agents built for retail, financial services, industrial, and enterprise IT
SpecialistVertical AI applications and agents built for retail, financial services, industrial, and enterprise IT

SpecialistSpecializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
SpecialistSpecializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.

SpecialistCombines digital wealth management with AI tools, catering more to accredited investors rather than casual budgeters.
SpecialistCombines digital wealth management with AI tools, catering more to accredited investors rather than casual budgeters.