Speed up client onboarding — without sacrificing comprehensive risk assessments. With Intapp Intake, your team members get unified data access and request summaries tailored to their role, so they can make risk-informed acceptance and continuance decisions faster. Simplify the work with data integrations between your firm systems and trusted third parties. Easily configure risk-based questionnaires, workflows, and scoring models. And gain all the risk data your teams need — automatically collected, all in one place.
