A fresh approach to taking on new business
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.
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.
Leverage embedded data
A user-friendly request form simplifies gathering key intake information while directly accessing third-party data — from sources like Bureau van Dijk, Dun & Bradstreet, and S&P Global — to inform risk assessment.
Access full mobile support
Allow your professionals to initiate and manage intake requests instantly on their mobile devices.
Monitor across the 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.
Score risk and AML
Standardize and automate review of client and engagement risk factors for CDD and AML compliance. Apply appropriate approvals routing to ensure business is vetted proportionately to 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, 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
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
Addresses conflict-of-interest risk so decisionmakers have better context to make informed business-acceptance decisions.
Capture and ensure adherence to client requirements throughout the engagement, reducing rejected bills, write-offs, and revenue leakage.
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.