AI-driven client onboarding for regulated professional firms

Intapp Intake

AI-driven client onboarding for regulated professional firms

Reduce partner burden. Start work sooner. Govern risk.

Intapp Intake uses AI and agentic workflows to capture onboarding data, assess risk, and orchestrate approvals and setup – all in one system.

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The onboarding system trusted by leading firms

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Onboard clients faster. Enforce compliance automatically.

Top firms rely on Intapp Intake to start billing sooner while strengthening client risk management, regulatory controls, and policy enforcement.

AI-driven intake requests

Instantly prepopulate requests, correct errors before submission, and surface what matters to each reviewer.

Onboarding workflow orchestration

Build automated, dynamic request workflows based on risk profile, firm policy, jurisdiction, and service line.

Continuous monitoring and enforcement

Track regulatory exposure, conflicts, AML, and independence obligations beyond day one.

AI-driven intake requests

Capture complete, accurate onboarding data —without burdening partners

Eliminate friction for fee earners with AI.

Extract and structure unstructured data

AI pulls key details from shared files to prepopulate new client and engagement requests.

Prevent incomplete submissions

AI validates entries and recommends enhancements before request submission.

Surface what matters to reviewers

Role-based AI summaries highlight conflicts, AML risks, jurisdictional risk, and strategic fit.

Trusted by more than 10 of  the top 25 accounting firms.

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Onboarding workflow orchestration

Automate risk reviews across clients, engagements, and lines of business

Replace email chains and manual routing with governed, dynamic workflows.

Configure workflows to match firm policy

Design dynamic approval paths based on risk score, geography, industry, counterparty, or service line.

Generate engagement documentation automatically

Convert approved intake data into engagement letters and route for review and signature.

Connect risk systems natively

Integrate Intapp Conflicts, Terms, and Walls to centralize compliance decisions on one platform.

Make defensible risk decisions

Combine firm data, third-party intelligence, sanctions lists, and AML screening to guide every approval.

3x increase in matter openings

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Continuous monitoring and policy enforcement

Stay compliant across the client lifecycle

Because risk doesn’t end at onboarding.

Monitor regulatory and risk changes

Get alerts when client ownership, sanctions status, litigation exposure, or jurisdictional risk shifts.

Escalate high-risk relationships automatically

Trigger strategic reviews based on configurable AML, independence, or risk scoring thresholds.

Protect confidential information

Provide lateral candidates with a secure portal to share confidential details directly.

38% faster processing

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Enrich onboarding with trusted third-party data

Sanctions screening. Corporate hierarchies. Beneficial ownership.

Embed the data sources your firm relies on directly into onboarding workflows.

Purpose-built for highly regulated industries

Accounting

Protect independence. Strengthen client acceptance.

Automate client acceptance and continuance with policy-driven workflows.
Apply independence rules and regulatory controls across jurisdictions.
Score client risk with structured AML metrics and maintain  audit-ready documentation.

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Consulting

Close engagements faster. Govern risk across deals.

Standardize intake across clients, engagements, and strategic deals.
Use AI to extract data, reduce manual work, and accelerate approvals.
Assess reputational, regulatory, and geopolitical risk before contract signature.

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Legal

Bill sooner. Control risk. Ensure compliance.

Open matters and bill faster with AI-powered client, matter, and lateral intake.
Automate conflicts checks and enforce OCGs in real time.
Manage sanctions, AML risk, and lateral onboarding with secure disclosures and Intapp Walls integration.

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Learn more about Intapp Intake

Infographic

Why law firms must harness modern business acceptance technology

Legal
Intapp Conflicts
Intapp Intake

Client story

Sandberg Phoenix improves efficiency and client service

Legal
Intapp Conflicts
Intapp Intake

Blog post

Unlocking the future of joint client representation with Intapp Intake and Intapp Conflicts

Accounting
Consulting
Legal
Intapp Conflicts
Intapp Intake

Frequently asked questions about Intapp Intake

: All new clients carry potential risks. That’s why professional services firms need to ensure tight adherence to risk-management processes. These include new client due diligence, ongoing risk-profile assessments and updates for existing clients, and clients that come along with a lateral hire’s roster.

Unlike generic workflow builders, Intapp Intake is purpose-built for the unique risk assessment processes of professional services firms. Plus, it integrates seamlessly with related risk-management software like Intapp Conflicts.
: Intapp Intake integrates with your firm’s systems that track client entities, corporate structures, and associated engagements. You can also enrich your firm’s data within Intapp Intake using corporate trees, industry codes, and sanctions lists from trusted third-party sources.

Why CIOs, CTOs, and innovators choose Intapp

Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.

Compliance and security

Market-leading ethical walls, confidentiality, and security for highly regulated firms

AI you can trust

Transparent AI governance with unified security controls

Integrated platform

Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows

Proven scale, innovation

Battle-tested by the world’s largest firms with ongoing platform investment

Always-on cloud infrastructure

Azure-backed reliability with multi-region redundancy and tested disaster recovery

Integrations made easy

Pre-built integrations and partner ecosystem reduce IT burden and TCO

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Fill out the form to book a personalized demo, and see how Intapp Intake can help your firm onboard faster while minimizing risk.

AI-driven client onboarding for regulated professional firms