• Intapp Intake

    A Fresh Approach to Taking on New Business

Solutions

OnePlace

Risk and Compliance

Intake

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.

Automated Processes
Embedded Data
Mobile Support
Lifecycle Monitoring
Risk and AML Scoring

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.

Full Mobile Support

Allow your professionals to initiate and manage intake requests instantly on their mobile devices.

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.

Risk and AML Scoring

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

VIEW THE VIDEO

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.

READ THE STORY

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.

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Intapp Terms

Capture and ensure adherence to client requirements throughout the engagement, reducing rejected bills, write-offs, and revenue leakage.

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Resources

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Legal

New business acceptance is broken – Intapp Intake fixes it

Products: Intapp Intake

Learn why Intapp Intake is the leading business acceptance solution and how it facilitates an efficient, information-driven client evaluation process.

5 MIN READ

Learn More about Intapp Intake

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