Intapp Flow Templates

Intapp Flow was built from the ground up to address modern firm environments and their requirements for business process and workflow automation. It’s not a “blank slate” toolkit for building ugly forms using a complex, arcane back end. Instead, Intapp Flow offers a intuitive web-based interface (both for defining processes and for end users). It also enables rapid success, with templates specifically designed for common business activities.


Human Resources

  • Lateral/Staff Hire (Joiners)
  • Temporary (Summer) Hire
  • Lawyer/Staff Departure (Leavers)
  • Candidate Recruitment
  • HR Requests



  • Marketing/Business Development
  • Inquiry
  • Payroll
  • Accounts Payable
  • Expenses Reimbursement
  • Lawyer Referral Tracking
  • PO Request



  • Transportation Request
  • Conference Room
  • Visiting Staff Provisioning
  • Courier Request

Risk Management

  • Audit Letter Requests
  • Request to Trade Stock



  • Onboarding / User Account Provisioning
  • Account De-provisioning
  • Equipment Requests


Documents and Records

  • Workspace Creation
  • File Creation
  • File Closure
  • File Retrieval
  • Document Production


The Intapp Advantage Less Work, More Flow

Leveraging a full-featured, modern approach to workflow enables firms to avoid the expense and delay of “re-inventing the wheels” of user interface, application architecture and data management. Instead, creators can focus on delivering unique value, and provide a standard, integrated experience for end users. Intapp also provides extensive support — both through a template library supporting direct process configuration by firms, and through a vibrant partner community that is actively developing innovative solutions to automate critical business processes and address emerging opportunities.

In short, Intapp delivers workflow that really works. That’s why over 250 organizations use business process management software from Intapp.