Future-proof your firm’s growth with a scalable approach to business acceptance
Streamline your firm’s most critical compliance workflows with Intapp Intake, Conflicts and Terms — your end-to-end, AI-powered solutions for client onboarding.
Everything you need to efficiently onboard, manage conflicts, and enforce client requirements
- Intapp Intake
- Intapp Intake accelerates business acceptance by centralizing new client and matter information to inform dynamic risk-based workflows, scoring, and due diligence.
- Intake Conflicts
- New client and matter information is seamlessly sent to Intapp Conflicts, where AI-assisted review and third-party corporate tree integrations speed up conflicts analysis.
- Unified together
- Together, Intapp Intake and Conflicts unify your law firm’s complex workflows, data sets, and collaborators — so your risk-based processes can scale as your firm grows.
- Adding Intapp Terms
- Intapp Terms delivers AI-assisted categorization and matches OCGs documents and requirements to your workflows in Intapp Intake and Conflicts — further scaling your business acceptance.
Quickly capture client information and onboard new business with Intapp Intake
Capture critical risk-related information and conduct thorough due diligence with increased speed and accuracy.
Automate the onboarding process
Accelerate onboarding with dynamic workflows, forms, and approval routing.
Accelerate information gathering
Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML.
Assess financial and ethical risk
Align onboarding decisions with your firm’s risk appetite using defined risk and AML scoring.
Accelerate risk assessment and clearance with Intapp Conflicts
Automate your conflicts reviews to quickly surface, prevent, and manage potential issues. And with the Intapp Intake integration, it’s even faster: Conflicts clearances populate directly into your workflow for review.
Accelerate conflicts checks with AI-assisted review
Reduce noise in search results while surfacing potential or certain conflicts for analyst review.
Monitor and manage conflicts in real time
Stay ahead of issues with ongoing monitoring, automated alerts, and real-time updates to corporate tree data and third-party content.
Maintain a single source of truth
Consolidate risk processes and communication in one system to streamline workflows, improve transparency and collaboration, and create a full audit trail.
Schedule a demo
Speak with an industry expert
Transform and future-proof your approach to conflicts, new business intake, and terms management. Schedule a demo to learn how Intapp Intake, Conflicts, and Terms help you mitigate risk and optimize processes for lasting competitive advantage.
What our clients are saying
"The combination of Intapp Intake and Intapp Conflicts provided a solution that checked all of the boxes on security and compliance for us and our clients."
Director of Business and Practice Applications
"New business acceptance is much faster now. Most requests are cleared within an hour. Lawyers no longer waste time looking at paper-based conflicts reports."
Former Conflicts Counsel
"The median time for opening a new matter has been reduced by 60%."
Former Director of Innovation
The combination of Intapp Intake and Intapp Conflicts provided a solution that checked all of the boxes on security and compliance for us and our clients.
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Legal
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Intapp Conflicts
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Intapp Intake
New business acceptance is much faster now. Most requests are cleared within an hour. Lawyers no longer waste time looking at paper-based conflicts reports.
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Legal
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Intapp Conflicts
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Intapp Intake
The median time for opening a new matter has been reduced by 60%.
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Legal
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Intapp Conflicts
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Intapp Intake
Simplify client commitment management and compliance with Intapp Terms
Identify, manage, and enforce compliance with client commitments — from intake through invoicing.
Speed up client terms review
Accelerate your client obligation review and management with AI-driven categorization and terms-based reminders.
Access AI-powered support in Microsoft Teams
Get immediate answers to client term questions directly in Microsoft Teams via Intapp Assist for Terms.
Get a holistic view of obligation comparisons
Simplify compliance with same-screen comparisons of your firm’s obligations with clients and vendors.
