Intapp Intake’s AI request summaries for your professionals.

Intapp Intake – AI request summaries 

Fast-track onboarding with
AI summaries
for intake request forms 

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.

Experience intuitive navigation and quick global search results.

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

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.

Icon

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.

Icon

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
Icon

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
Icon

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

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.