Seamlessly onboard new
business while managing risk
Evaluating new business, on-boarding clients quickly, and managing those relationships across the lifecycle is vital to supporting your firm's financial health, risk priorities, and business objectives. Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.
Open new clients and engagements faster and with greater confidence.
Evaluate business and clear conflicts with more thoroughness and consistency.
Capture client terms of business and automate compliance with requirements.
Meet the evolving technology demands of your modern, mobile workforce.
5 big trends changing
law firm business acceptance
The business of law is changing, and literally no corner of a large law firm operates exactly like it did several years ago. The process for evaluating and onboarding new clients in law firms is no exception. Five global legal trends are testing the limits of even the best new business acceptance models.
We’ll explore why and how these big trends are causing shifts in law firm approaches, offer insights and practical tips on what firms must do to adapt their business acceptance models, and identify specific areas where technology can help.
Lastly we offer law firms a checklist to assess the gaps in their business acceptance approach in this changing landscape.
Explore our solution: Intapp Unified Business Acceptance
Evaluating new business, onboarding clients quickly, and managing relationships across the entire client lifecycle are at the heart of Intapp Unified Business Acceptance. Discover the complete solution to ensure that you’re managing risk exposure, complying with confidentiality requirements, and enforcing client obligations.
Core products in our business acceptance solution
Eliminate manual intake processes by automating workflows, assuring AML/KYC compliance, and enforcing policy execution with a rich offering of industry-approved intake questions.
Address ethical, business, and subject-matter conflicts confidently. Our centralized approach helps determine if prospective clients are in your firm’s best interest.
Save time and mitigate risk with Intapp’s structured, AI-powered approach to terms management. Store, index, and analyze client guidelines while assuring enforcement of your firm’s obligations.
Centrally control, monitor, and report on the entire confidentiality lifecycle. The solution’s automated approach limits access to sensitive matters across applications without impacting user productivity or convenience.
Look who's relying on Intapp to power their business acceptance
Resources for successful business acceptance
Minimize risk and maximize profits
Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with Intapp Unified Business Acceptance.
Business acceptance: a balancing act
Accepting new business is always a careful decision, but firms don’t have to choose between speed and security anymore. Learn how Intapp can help evaluate clients more efficiently.
The business acceptance lifecycle: a comprehensive approach
Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.
A quick guide to client engagement risk and compliance
Law firm business acceptance now must extend beyond initial conflicts and intake procedures and inject continuous monitoring of OCG compliance, information access controls and client corporate changes.