Intapp

Supergood | Intapp API

Alex Klarfeld

Alex Klarfeld

— 7 min read
Supergood | Intapp API

Programmatically access clients, matters, business intake, conflicts search results, ethical walls, approvals, and status changes from Intapp with a stable REST API. Supergood builds and operates production-grade, unofficial Intapp integrations so your team can automate new matter acceptance, risk management, and information governance without heavy custom engineering.

Plain English: 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, wall rules, and workspace links—and push new intake requests, party lists for conflicts searches, wall updates, and matter changes.

For a tech company integrating with Intapp (especially a legaltech startup fitting into an iManage-first workflow), this means you can ingest authoritative matter metadata to drive workspace provisioning, synchronize conflicts decisions into your tooling, enforce access restrictions consistently across iManage, and publish approvals or wall changes back to Intapp. You can build features like automated iManage workspace creation on matter acceptance, request-driven conflicts triage inside your app, centralized ethical wall governance, and unified dashboards that span iManage content with Intapp risk and compliance signals.

What is Intapp?

Intapp (https://www.intapp.com) 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

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

Available Endpoints

Authentication

POST /sessions: Establish a session using firm credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_intapp_1a92d3",
    "name": "Risk Manager",
    "entitlements": ["intake", "conflicts", "matters", "walls"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Matters

GET /matters: List matters with filters for client, practice, status, responsible partner, and iManage workspace linkage.

Query parameters

  • clientId: string
  • status: proposed | accepted | closed
  • practiceArea: string
  • responsiblePartnerId: string
  • iManageWorkspaceId: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "matterId": "mat_48f2bc",
      "matterNumber": "2026-004819",
      "title": "Acquisition of Beta Corp",
      "clientId": "cli_02a9e1",
      "clientName": "Alpha Holdings LLC",
      "status": "accepted",
      "openingDate": "2026-02-10",
      "practiceArea": "M&A",
      "responsiblePartner": {"userId": "usr_p_9912", "name": "Jane Partner"},
      "conflictsStatus": "cleared",
      "riskRating": "medium",
      "iManageWorkspace": {
        "workspaceId": "IMW_78421",
        "library": "Main",
        "folderPath": "\\Alpha Holdings\\2026-004819"
      },
      "billingSystemRef": {"system": "Elite3E", "id": "E3E-207432"}
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Intake Requests

POST /intake/requests: Create a new business intake request for a proposed matter and route for approvals.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/intake/requests \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "client": {"name": "Alpha Holdings LLC", "externalId": "crm_ah_112"},
    "proposedMatter": {
      "title": "Acquisition of Beta Corp",
      "practiceArea": "M&A",
      "description": "Buy-side advisory and documentation",
      "billingArrangement": "hourly"
    },
    "parties": [
      {"type": "client", "name": "Alpha Holdings LLC"},
      {"type": "counterparty", "name": "Beta Corp"},
      {"type": "affiliate", "name": "Gamma Investments"}
    ],
    "routing": {"approvers": ["usr_p_9912", "usr_risk_3011"], "priority": "high"},
    "documents": [{"fileName": "engagement_letter.pdf", "uploadToken": "upl_7fa223"}],
    "workspace": {"system": "iManage", "template": "M&A Matter", "library": "Main"},
    "submit": true,
    "tags": ["intake", "high_value"]
  }'

Example response

{
  "intakeRequestId": "int_9c51af",
  "status": "in_review",
  "nextSteps": ["conflicts_search", "risk_approval"],
  "createdAt": "2026-02-20T10:03:11Z"
}

Conflicts Searches

POST /conflicts/searches: Submit subjects for conflicts search and receive normalized hits.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/conflicts/searches \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "intakeRequestId": "int_9c51af",
    "subjects": [
      {"type": "organization", "name": "Beta Corp", "aliases": ["Beta Corporation"]},
      {"type": "organization", "name": "Gamma Investments"},
      {"type": "individual", "name": "Samuel Carter", "dob": "1979-04-22"}
    ],
    "scope": {"includeHistoricalMatters": true, "clientGroups": true},
    "matchSettings": {"fuzzyThreshold": 0.85}
  }'

Example response

{
  "searchId": "cfs_7d20ee",
  "status": "completed",
  "hits": [
    {
      "hitId": "hit_c_1201",
      "subject": {"type": "organization", "name": "Beta Corp"},
      "matchType": "former_adverse",
      "matchedMatterId": "mat_12ab77",
      "matchedClientId": "cli_4455aa",
      "matchScore": 0.92,
      "factors": ["name_similarity", "industry_overlap"],
      "decision": null
    }
  ],
  "createdAt": "2026-02-20T11:20:44Z"
}

GET /conflicts/searches/{searchId}: Retrieve full search results, decisions, and audit trail.

Ethical Walls

PATCH /walls/{wallId}: Update an ethical wall policy tied to a matter; restrict users, define allowed teams, and manage exceptions.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/walls/wall_0b91f2 \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_48f2bc",
    "restrictedUsers": ["usr_assoc_118", "usr_temp_441"],
    "allowedTeams": ["team_MA_core", "team_risk"],
    "exceptions": [{"userId": "usr_paralegal_22", "reason": "assigned to workstream", "expiresAt": "2026-03-15T00:00:00Z"}],
    "effectiveFrom": "2026-02-20T11:30:00Z",
    "referenceId": "policy-4819"
  }'

Example response

{
  "wallId": "wall_0b91f2",
  "matterId": "mat_48f2bc",
  "status": "active",
  "updatedAt": "2026-02-20T11:42:12Z",
  "updatedBy": {"userId": "u_intapp_1a92d3", "name": "Risk Manager"}
}

Get full API Specs →

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)

Performance Characteristics

  • 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

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Intapp adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Intapp evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Intapp modules can this integration cover?

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.

Q: How does this work with iManage?

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.

Q: How are MFA and SSO handled for automation?

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.

Q: Can we capture conflicts decisions and approvals with audit trails?

Yes. We standardize conflicts hits, decisions, approver identities, rationales, and timestamps into a consistent schema while preserving raw source data for audit.

Q: How do you manage ethical walls and exceptions?

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.

Q: Do you support batch intake or party searches?

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.

iManage API - Programmatically access iManage workspaces and security with Supergood

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