• Business Acceptance

    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.

Firm Outcomes

Accelerate acceptance

Open new clients and engagements faster and with greater confidence.

Reduced risk

Evaluate business and clear conflicts with more thoroughness and consistency.

Increased realization

Capture client terms of business and automate compliance with requirements.

Partner friendly

Meet the evolving technology demands of your modern, mobile workforce.

Improved Business Acceptance helps your firm:

MANAGE RISK AND COMPLIANCE
ENSURE GLOBAL INDEPENDENCE
MAXIMIZE REALIZATION
DELIVER SERVICES EFFICIENTLY

Core products in our Business Acceptance solution

Intapp Intake

Eliminate manual intake processes by automating workflows, assuring AML/KYC compliance, and enforcing policy execution with a rich offering of industry-approved intake questions.

Intapp Conflicts

Address ethical, business, and subject-matter conflicts confidently. Our centralized approach helps determine if prospective clients are in your firm’s best interest.

Intapp Terms

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.

Intapp Walls

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.

Sample of the hundreds of firms using our Business Acceptance Solution

Resources for successful Business Acceptance

Contact us to learn more about our Business Acceptance solution

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