Intapp API
Intapp is software law firms use to open new matters, run conflicts checks, collect approvals, enforce ethical walls, and sync matter metadata across systems like iManage and billing. An unofficial API lets you pull client and matter details, conflicts search outcomes, approval status
What is Intapp?
Intapp provides an industry cloud for professional and financial services firms—especially law firms—covering business acceptance, risk and compliance, timekeeping, CRM/BD, and information governance. Firms use Intapp to coordinate intake workflows, run conflicts searches against clients and counterparties, record approvals, enforce ethical walls, synchronize matter metadata across systems (e.g., iManage, billing), and capture time and engagement activity.
Core product areas include:
- Business Acceptance & Intake (new client/matter setup, routing, approvals)
- Conflicts & Risk (search parties, analyze hits, document decisions)
- Ethical Walls & Information Governance (barriers, exceptions, auditing)
- Matter & Client Management (master data, status, relationships)
- Timekeeping (capture/post time entries, narratives, activity tracking)
- CRM/BD (contacts, opportunities, pipeline; often as OnePlace)
- Terms & OCG (outside counsel guidelines, compliance rules)
- Integrations (iManage workspace synchronization, billing/finance, HRIS)
Common data entities:
- Clients & Client Groups (names, identifiers, status)
- Matters/Engagements (matter number, client link, practice, responsible partner, status, risk)
- Intake Requests (requested matter, parties, routing, approvals, documents)
- Parties for Conflicts (individuals/orgs, roles like client, adverse, affiliate)
- Conflicts Searches & Hits (search parameters, match candidates, decisions)
- Approvals & Workflow Steps (who approved, timestamps, rationale)
- Ethical Walls (policies, restricted users, allowed teams, exceptions)
- Users/Roles (attorneys, assistants, risk managers)
- Systems Links (iManage workspace, billing system ID, CRM records)
- Audit Events (who did what, when, with before/after values)
The Intapp Integration Challenge
Law firms rely on Intapp as the source of truth for matter acceptance and governance, but turning portal-centric workflows into API-driven automation can be challenging:
- Complex workflows: Intake steps, routing, and multi-party approvals span minutes to days and require asynchronous handling
- Conflicts nuance: Name normalization, affiliations, historical matters, and decision capture must be standardized and traceable
- Cross-system propagation: Accepted matters need consistent metadata and security sync with iManage, billing, and CRM
- Ethical walls rigor: Role-based access, exceptions, and time-bound policies must be enforced and audited
- Authentication & SSO: Firm SSO/MFA models complicate headless automation and session continuity
- Entitlements: Respecting user roles, queue ownership, and jurisdictional controls is mandatory
How Supergood Creates Intapp APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Intapp tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes client, matter, intake, conflicts, and wall objects so you integrate once with consistent schemas
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (bulk party searches, intake jobs) with polling or webhooks for long-running steps
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Intapp adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Intapp evolves.
Use Cases
New Matter Intake with iManage Workspace Orchestration
- Push intake requests with proposed matter metadata, parties, and requested workspace templates - Poll approval status and trigger iManage workspace creation on acceptance - Propagate final matter numbers, security model, and folder structures into iManage
Conflicts Triage & Decision Synchronization
- Submit party lists for conflicts searching and retrieve hits with standardized match factors - Record dispositions and rationales, then publish decisions back to Intapp - Drive conditional iManage access based on conflicts status
Ethical Walls & Access Governance
- Create or update wall policies tied to matters and client groups - Synchronize restricted/allowed users and exceptions with iManage security - Maintain immutable audit logs across wall changes
Matter & Client Master Data Sync
- Retrieve authoritative client/matter records for downstream systems - Keep iManage workspace metadata current (status, responsible partner, practice area) - Detect changes and trigger updates with webhooks
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of matters, intake status, conflicts hits, approvals, and wall policies
Security
Encrypted transport, scoped tokens, and audit logging; respects Intapp role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., intake approvals, conflicts searches)
Latency
Sub-second responses for list/detail queries under normal load; workflow completion times reflect underlying platform behavior
Throughput
Designed for high-volume intake submissions and conflicts party searches
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used in law firms, including Business Acceptance & Intake (routing, approvals), Conflicts & Risk (searches, hits, decisions), Ethical Walls (policies, exceptions), and Matter/Client Master Data (links to iManage and billing), subject to your licensing and entitlements. We scope coverage during integration assessment.
We can orchestrate iManage workspace provisioning by listening for Intapp matter acceptance, pushing final metadata and security, and synchronizing ethical wall restrictions. We also detect matter changes in Intapp and propagate updates to iManage so workspaces, folders, and access remain aligned.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We standardize conflicts hits, decisions, approver identities, rationales, and timestamps into a consistent schema while preserving raw source data for audit.
We expose endpoints to create/update wall policies, add exceptions with expiry, and synchronize changes with downstream systems like iManage. Every change is logged with user, time, and rationale.
Yes. We support high-volume intake submissions and conflicts party lists with job status polling, plus webhooks to notify your platform when reviews and approvals complete.