Intapp Intake – Risk scoring
Quickly understand the risk associated with a client
Features and capabilities
Industry solutions
Additional solutions
Assess and determine the financial and ethical risk of taking on new business with automated risk scoring. Make sure that any potential client aligns with your firm’s strategy and risk score criteria. This score is calculated based on your firm’s clearly defined goals and risk appetite.
Assess risk early with Intapp Intake
Configurable criteria
Create and assign scoring based on your firm’s strategy to inform risk assessment questionnaires.
Automated workflow
Route escalation, reviews, and approvals based on defined thresholds of your firm.
Strategic alignment
Pursue and bring on only the business that’s aligned with your firm strategy.
Intapp Intake data integrations
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