Automate and provide visibility, management, and control of intake processes.
Pursue and bring on the right business aligned with firm strategy.
Identify changes to financial, ethical, regulatory, or strategic alignment of engagements.
Rapidly modify business processes in minutes without change orders.
Automate and manage
Enable manual intake processes to be fully automated and managed, with self-service capabilities to rapidly modify workflows and forms in minutes.
Full mobile support
Allow your professionals to initiate and manage intake requests instantly on their mobile devices.
Natively embedded content and best practices
Leverage fully integrated content from market-standard providers, in addition to a rich library of over 200 intake questions developed by recognized risk management experts and firms.
Monitoring across lifecycle
Move beyond single point-in-time diligence. Respond to adverse events and evolving risk threats across the entire client lifecycle with event-triggered workflows.
Client and engagement scoring
Standardize and automate review of client and engagement risk indicators, and apply appropriate approvals routing to ensure business is vetted proportionally to its risk.
The benefit with Intake is not only for the lawyers, but also from an administrative perspective and an auditing and risk perspective. We were able to include more questions as it relates to conflicts and risk, so that our gatekeepers could review the matter and determine whether this is work that the firm could take on.
Mara Nickerson, Chief Knowledge Officer, Osler, Hoskin & Harcourt
Securing access to sensitive information
Loeb & Loeb LLP is a multi-service law firm with over 350 lawyers, and offices across the US and Asia. Prior to partnering with Intapp, its conflicts team was spending up to several weeks to initiate workflows and complete intake processes. Learn how our transformative Conflicts solution helps the firm auto-generate conflicts searches and accept new business in hours.
Get the most out of Intapp Intake with additional products
Addresses conflict-of-interest risk so decision-makers have better context to make informed business-acceptance decisions.
Learn more with these helpful resources from Intapp
Intapp Intake for Engagement Letters
Explore how Intapp Intake makes it easy for firms to automatically draft and manage engagement letters as part of their standard inception process.