Intapp2609.2 - App Store

The Intapp application provides secure mobile access to Intapp’s leading solutions: DealCloud, Time, and Risk & Compliance (Intake and Conflicts).

The DealCloud product helps users stay on top of their day-to-day tasks while out of office, providing access to information beyond just what's available at your desk, with dashboards, views, and template reports optimized for on-the-go consumption.

Time in the Intapp mobile app serves as a companion app to Time Web that enables AI-powered intelligent timekeeping on the go. Enter time accurately in seconds using Dictation and Quick Add*. Ask Intapp* to obtain intelligent insights, figures, or activity summaries.​ Combine Siri and biometrics to get from authentication to accurately save compliant time entries in seconds. Create more Compliant Narratives​ using Fix Restricted Words** directly from the Time Entry Form, and enter time from anywhere on-the-go using Offline Mode and Conflict Resolution regardless of your internet connection. Access to Time Web is not required. To coordinate your firm's enablement, raise a support ticket at https://support.intapp.com/ requesting that Time in Intapp Mobile is enabled for your tenant, and specifying the tenant(s) where these changes are to be made.

The Intapp Risk & Compliance solution makes it easy to manage client requests and related workflows, review and resolve conflicts reports, initiate conflicts quick search, and access client and matter data.

This app requires access to an existing DealCloud, Time, or Risk & Compliance cloud environment.

* Requires an Intapp Assist entitlement.
** Requires an Intapp Assist and Terms Cloud integration.

Version History Bug fixes and Performance Improvements 2609.2 Oct 6 Security updates 2609.1 Sep 30 Updated Intune SDK for iOS 27, and introducing new Time-specific Celeste greetings, reordering the client and matter fields in the Time Entry Form, support for hard return restrictions, direct force codes, and other various minor enhancements and bug fixes. Please refer to the 2609 Intapp Mobile Release Notes for more details. 2609.0 Sep 26 Fixes Celeste Required parameter error. 2608.1 Sep 19 DealCloud:
- A new typography system has been implemented bringing more consistent text styling and improves readability.
- Navigation in the DealCloud Companion mobile experience has been updated.
- Sections with no available data are now displayed in a more space-efficient way in the mobile experience.
- Celeste in DealCloud Mobile can now use entry detail pages and widgets as context.

Intapp Time:
- Celeste On-The-Go: the Ask Intapp tab is now a dedicated, embedded Celeste experience. Choose a model, toggle connectors such as Profitability, and revisit any past conversation from a chat history that syncs across your Intapp products.
- Create compliant time entries hands-free with Celeste Voice Commands. Say "Hey Siri, ask Celeste in Intapp to create a time entry" and Celeste interprets the request, saves it as unreleased, and confirms the details in chat.*
- A new Release Queue prompts you via notifications to chip away at releasing any remaining unreleased or invalid entries one card at a time, with inline edit, skip, or quick release, with full offline support.
- Filter by status, client, or matter, then bulk release an entire day, week, or month at once from the Timesheet, with totals and a confirmation step to prevent accidental releases.
- Firm holidays configured on Desktop now surface automatically on the mobile Timesheet.
- Various bugs and fixes.

*Requires an Intapp Celeste entitlement. 2608.0 Aug 29 Performance Improvements 2605.4 Jul 14 Bug Fixes & Performance Improvements 2605.3 Jun 30 Bug Fixes & Performance Improvements 2605.1 Jun 5 DealCloud:
- New Search: Dynamic ranking and phrase support for faster, personalized results.
- Cleaner Layout: Headers now use overflow menus to maximize vertical screen space for data.
- Visual Enhancements: Improved widget density and reduced clutter for better scannability.
- Celeste Preview: DealCloud with Celeste is now available for early preview in the Intapp app.
- Email Sync is now available for Intune-enabled clients.

This update introduces several enhancements to the Intapp Time mobile experience:
- Timers are now available in Time on Intapp Mobile, fully consistent with the Time Web and Desktop experiences. Timer templates, groups, and color categorizations — including legacy color support from the Desktop — sync across all platforms, so your setup carries over wherever you work. Use floating timers that stay accessible anywhere in the app, when the app is closed, or from your lock screen. Start new or existing timer templates hands-free with Siri voice shortcuts, and continue interacting with timers offline with all changes syncing automatically once connectivity is restored.
- Phase, Task, and Activity (PTA) code predictions are now available in Time on Intapp Mobile. After selecting a client and matter and entering a narrative (minimum five words), tap "Suggest" to auto-populate predicted PTA codes, with the option to accept or manually override. Codes are also automatically predicted for entries created with Quick Add.*
*Requires an Intapp Assist entitlement. 2605.0 May 23 This update introduces several enhancements to the Intapp Time mobile experience, refer to the Intapp Mobile 2603 Release Notes for additional information:
- Updated conflict resolution logic now aligns with the Intapp Time Web experience. Users can resolve discrepancies when time entries are edited, released, or deleted across multiple platforms simultaneously.
- The timesheet totals summary is now available in both Day and Week views. By default, the totals summary includes categories for unreleased, released, converted, billable, non-billable, and pro-bono time. Daily totals are also represented by circular progress trackers in the date picker like in Time Web.
- When operating in Offline Mode, Quick Add automatically transitions to Smart Memo, enabling natural language time entry creation. The feature reverts to Quick Add once connectivity is restored.
- Quick Add* and Ask Intapp* now support multiple languages, including English, French, German, Dutch, Spanish, and Portuguese. AI-generated narratives and responses now reflect the detected input language.
- Users can now view group entries in the Day and Week views by client, matter, or release status.
- Added support for the Admin mrufields setting to prioritize Most Recently Used (MRU) code lists.
- Users will now receive a warning when opening a time entry form if they are approaching or have reached their daily hour limit, as defined by the daymax admin setting.
- Dictated text is now inserted at the user-selected cursor location rather than the end of the existing text.

*Requires an Intapp Assist entitlement. 2603.0 Mar 26 Bug Fixes & Performance Improvements 2602.1 Mar 4 The 2602 release introduces Time in the Intapp mobile app – a companion app to Time Web that enables AI-powered intelligent timekeeping on the go.
- Enter time accurately in seconds using Dictation and Quick Add*.
- Ask Intapp* to obtain intelligent insights, figures, or activity summaries.​
- Combine Siri and biometrics to get from authentication to accurately save compliant time entries in seconds.
- Create more Compliant Narratives​ using Fix Restricted Words** directly from the Time Entry Form.
- Enter time from anywhere on-the-go using Offline Mode and Conflict Resolution regardless of your internet connection.
Access to Time Web is not required. Contact your firm's Intapp Managing Director to coordinate your firm's enablement.

2602 includes updates to DealCloud such as:
- Personalized date formats with date-based filtering
- New My Feed homepage with recents, updates, quick add, and resources
- Map widgets powered by MapBox
- Quick Views for faster entry insights
- Choose how links open on tablets : App or browser
- One-tap save for text fields in Entry forms
- Streamlined dashboard navigation and favorites

*Requires an Intapp Assist entitlement.
**Requires an Intapp Assist and Terms Cloud integration. 2602.0 Feb 28 Bug Fixes & Performance Improvements 2511.1 Jan 20 Bug Fixes & Performance Improvements.
DealCloud:
- Combining Template Reports now available in Mobile
- AI Smart tags now auto-fill suggested values to accelerate data entry.
- Widget actions (text, references, choice, and Report generation) are now available in Mobile
- Enhanced Data Grid Editing with a cleaner layout and simplified tap behaviors.
- Card mode previews offer a mobile-friendly way to browse data grid and card-based records.
- Combining Template Reports is now available in Mobile 2511.0 12/01/2025 Security Updates
Intune SDK upgraded: 20.8.0 2508.4 09/20/2025 Bug fixes 2508.3 09/12/2025 Bug fixes 2508.2 09/10/2025 - Enhanced iOS Screenshot blocking
- Security improvements
- Bug fixes and performance improvements
DealCloud:
- Enhanced Calendar Sync (Intune enabled)
- Intapp Collaboration: Enhancements for browsing Cloud Storage
- Adjusted User Interface for Widgets for improved widget previews
- Change values or delete multiple : reference and choice fields in Data Grids
Risk & Compliance:
- Intake AI Summarization is now available on mobile 2508.0 08/23/2025 Bug Fixes & Performance Improvements 2507.0 07/30/2025 Risk & Compliance:
- Custom questions can now be added when starting a new Quick Search, aligning the mobile experience with the web app.
- Bug fixes

DealCloud for Financial Services:
- Intapp 2.0 now supports DealCloud for Financial Services for IDM enabled tenants. 2506.0 06/25/2025 CRM:
- Calendar widget support
- UX foundations
- Direct edit for choice and reference
Risk & Compliance:
- Extra Value now supported in Smart Lookup questions
- Matter Count added to Client Hit Details screen
- Description of Work now shown in Conflicts Reports 2505.0 05/24/2025 Bug Fixes & Performance Improvements 2502.2 04/25/2025 Bug Fixes & Performance Improvements 2502.1 04/04/2025 - Risk & Compliance: Quick Search feature now supports Summary By Party setting
- AI Smart Tags: Get intelligent tagging suggestions in DealCloud Mobile. (Requires Intapp Assist subscription.)
- Cleaner Notifications: See only relevant fields, matching the desktop experience.
- Improved Map Widget: Find nearby entries instantly with geolocation and adjustable search radius.
- Target Builder on Mobile: Create and configure entries with inclusions, exclusions, and autofill settings.
- UI Enhancements: Better navigation, updated menus, and optimized widget sizing.
- Upgraded to Intune iOS SDK 20.1.2 2502.0 03/01/2025 Bug Fixes & Performance Improvements
Intune SDK update 19.7.6. 2411.1 12/09/2024