Optimize new business intake with intelligent summaries
Empower your professionals to quickly review intake requests with AI summaries tailored for their specific roles. Now available in Intapp Intake.
Intapp Intake – AI request summaries
Fast-track onboarding with
AI summaries for intake request forms
AI summaries for intake request forms
Accelerate intake review cycles
Instantly access editable, AI-generated summaries customized to your specific role.
Tailor information to your professionals
Configure the AI to curate specific information for each user type.
Boost confidence and collaboration
Build team-wide confidence in AI-generated summaries by viewing summary data sources and labeling summaries as accurate.
Learn more about Intapp Intake
Press release
Gadens selects Intapp to comply with AML regulations in Australia
Blog post
From prospect to client: Optimizing conflicts checks and new client intake procedures for legal practices
Webinar
Strengthen law firm compliance with Intapp
Blog post
Unlocking the future of joint client representation with Intapp Intake and Intapp Conflicts
Press release
Gadens selects Intapp to comply with AML regulations in Australia
Leading Australian law firm Gadens will use Intapp solutions to improve compliance with new AML and CTF regulations in Australia.
Read press release
Blog post
From prospect to client: Optimizing conflicts checks and new client intake procedures for legal practices
Learn the key elements of an efficient, reliable process for conflicts clearance and new client and matter intake at law firms.
Read blog post
Webinar
Strengthen law firm compliance with Intapp
Learn how your law firm can better manage risk and maintain legal compliance with Intapp technology.
Watch on-demand
Blog post
Unlocking the future of joint client representation with Intapp Intake and Intapp Conflicts
Learn about how the new joint client representation feature in Intapp Intake and Intapp Conflicts helps your law firm assign joint clients to a matter.
Read blog post
Let’s connect
Speak with an expert
Fill out the form to schedule a demo with our industry experts — and see AI summarization in action.
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.
Industry solutions
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Data foundation
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundation
Cloud infrastructure
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
Partner ecosystem
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem