Business intake and onboarding software

Intapp Intake

Assess client risk and onboard new business — better and faster

Quickly capture critical risk-related information about your new and recurring business with Intapp Intake.

Conduct thorough due diligence with speed and accuracy, using modern business processes — including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources.

Make your risk assessments more comprehensive and scalable

Know more about your clients and make better informed decisions

Faster onboarding

Collect information and assess risk with greater speed and accuracy.

Strategic decision-making

Align your onboarding decisions with your firm’s strategy.

Streamlined risk processes

Centralize the critical information and processes that protect your firm.

Streamlined onboarding workflows

The agility of the flow of information streamlined our workflow and set up lawyers to respond to opportunities more effectively.

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Karen Lockhart
Director of Business and Practice Applications
Baker Botts

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.

Secured external forms

Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML.

Risk and AML scoring

Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.

Industry-specific risk factors

Track unique factors such as audit clients and applicable independence rules.

Monitoring and alerting

Automate maintenance and due diligence processes based on changes to client, engagement, and third-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.

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.

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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

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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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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