Onboard new clients and assess the potential risks they pose to your firm — more quickly and thoroughly than ever before. Intapp Intake gives your professionals the tools they need to modernize onboarding, including dynamic risk-based questionnaires, workflows, and scoring models. And by integrating data from your other systems and third-party providers, Intapp Intake gives your teams access to all the information they need for fast, accurate client onboarding.
Client onboarding
Build better, faster client onboarding and risk assessment processes
Leading consulting firms use Intapp Intake for client onboarding and risk analysis
Intapp Intake
Onboarding process automation
Design better processes with dynamic workflows, forms, and approval routing.
Engagement letter generation
Enforce firm policies through the automated creation and collection of engagement letters.
Risk and AML scoring
Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.
Monitoring and alerting
Automate maintenance and due diligence processes based on changes to client, engagement, and party data.
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Intapp Intelligent Cloud
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.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
Learn more about our cloud infrastructureIntapp Data Architecture
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
Learn more about our data architectureIntapp Integrations
Intapp products seamlessly connect the data between your firm’s software and data providers.
Learn more about our integration capabilitiesIntapp Applied AI
Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
Learn more about our Applied AI strategy