Intapp Intake
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 workflows, AI-powered request summaries, and risk scoring models that integrate with your other systems and trusted third-party data sources.
Collect information and assess risk with greater speed and accuracy.
Align your onboarding decisions with your firm’s strategy.
Centralize the critical information and processes that protect your firm.
The agility of the flow of information streamlined our workflow and set up lawyers to respond to opportunities more effectively.
Enforce firm policies through the automated creation and collection of engagement letters.
Receive the most relevant details of new client or matter requests, customized for your role.
Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML.
Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.
Track unique factors such as audit clients and applicable independence rules.
Automate maintenance and due diligence processes based on changes to client, engagement, and third-party data.
Create new intake requests, search for requests assigned to you, and collaborate in real-time — even when you’re on the go.
Access key firmographic data to enrich your new business intake requests and accelerate the client and lateral hire onboarding process.
Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.
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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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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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