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.
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
"*" indicates required fields
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.