Seamlessly onboard new
business while managing risk
Accepting new business, on-boarding clients quickly, and managing those relationships across the lifecycle is vital to supporting your 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.
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.
Sample of the hundreds of firms using our Business Acceptance Solution
Resources for successful 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.