Client onboarding and risk assessments for consulting firms

Client onboarding

Build better, faster client onboarding and risk assessment processes

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.

Make your risk assessments more comprehensive and scalable

Get a clear view of your clients and risk landscape with Intapp Intake

Streamlined risk processes

Standardize and automate data-driven client onboarding and risk-assessment procedures.

Consistent, informed decisions

Unify data and processes to drive better-informed decision making.

Clearer risk landscape

Gain a more comprehensive view of your firm’s risk.

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.

Intapp Intake data integrations

Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.

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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.

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Intapp Cloud Infrastructure

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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Ask AI for answers — and get near-instant results — using everyday language.
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