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
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Intapp Intake
Accelerate client onboarding and get a full understanding of your risk landscape.
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 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.
Industry solutions
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Data foundation
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundationCloud infrastructure
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructurePartner ecosystem
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem