Intapp (INTA) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Strategic positioning and market focus

• Targets large, highly regulated professional and financial services firms underserved by generic software solutions.

• Built specialized, enterprise-grade business applications in collaboration with industry CIOs, focusing on compliance and unique workflows.

• Established a strong market presence with 2,750 clients in a $4 trillion industry, growing cloud business by 31% last quarter.

• Differentiates by embedding deep professional compliance into all systems, addressing existential regulatory needs.

• Maintains a founder-led, industry-aware approach, evolving through multiple technology generations.

Product innovation and AI strategy

• Launched Intapp Celeste, an AI-native, agentic platform designed for compliance-first automation across firm workflows.

• Celeste integrates with existing applications, automating business development, compliance, governance, and time management.

• Developed in direct collaboration with client advisory boards, ensuring industry fit and compliance.

• Celeste is model-agnostic, supporting integration with Anthropic, OpenAI, Copilot, and more.

• Enables governed AI adoption, mitigating data leakage and compliance risks inherent in first-generation AI tools.

Partnerships and ecosystem

• Strategic partnerships with Harvey, Anthropic, and Microsoft enhance AI capabilities and market reach.

• Harvey partnership brings governed AI to practitioner-level tools, expanding compliance coverage.

• Anthropic partnership allows clients to choose preferred AI models, with Celeste maintaining governed status.

• Deep commercial and technical integration with Microsoft, including Azure Marketplace and co-selling initiatives.

• Ecosystem includes 145 partners, supporting broad adoption and innovation.