Speed up client onboarding — without sacrificing comprehensive risk assessments. With Intapp Intake, your team members get centralized access to the data they need, 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.
Unify data and processes for more informed decision-making.
Automate data-driven procedures for faster risk assessments.
Gain a more comprehensive view of the firm’s risk while freeing up your partners’ time.
Intapp allows us to make great strides in automating the client lifecycle. … Now our professionals can focus on what we’re paying them to focus on: serving our clients.
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Design better processes with dynamic workflows, forms, and approval routing.
Easily tag, track, and identify audit clients and corresponding independence requirements.
Enforce firm policies through the automated creation and collection of engagement letters.
Automate maintenance and due diligence processes based on changes to client, engagement, and party data.
Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.
Blog Posts
Winning clients is tough and retaining them is even tougher. This is especially true in the accounti...
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Blog Posts
Can your firm’s new business acceptance process pass a risk “health check”? Your firm may alre...
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Blog Posts
Although lateral hiring and onboarding workflows vary significantly across law firms, most of these ...
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
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Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
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Intapp products seamlessly connect the data between your firm’s software and data providers.
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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