Efficiently take on new business while managing regulatory, financial, and reputational risks. Streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual intake processes and lets you leverage natively embedded content within the software.
Accelerated intake
Automate and provide visibility, management, and control of intake processes.
Strategic alignment
Pursue and bring on the right business aligned with firm strategy.
Continuous management
Identify changes to financial, ethical, regulatory, or strategic alignment of engagements.
Increased agility
Rapidly modify business processes in minutes without change orders.
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, a multiservice law firm with more than 350 lawyers, maintains offices across the U.S. and Asia. Prior to partnering with Intapp, the firm’s conflicts team was spending up to several weeks to initiate workflows and complete intake processes. Learn how Intapp Conflicts helps the firm autogenerate conflicts searches and accept new business in hours.
See Intapp Intake in action
DEMO
In this demo, discover how you can:
- Automate and provide visibility, management, and control of intake processes
- Identify changes to financial, ethical, regulatory, or strategic alignment of engagements
- Pursue and bring on the right business aligned with firm strategy
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Products and packages
Intapp Conflicts
Addresses conflict-of-interest risk so decisionmakers have better context to make informed business-acceptance decisions.
Intapp Terms
Capture and ensure adherence to client requirements throughout the engagement, reducing rejected bills, write-offs, and revenue leakage.
Intapp Walls
Centrally control, monitor, and report on the entire confidentiality lifecycle. Walls offers an automated approach that limits access to sensitive matters across applications without impacting user productivity or convenience.
