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
Why CIOs, CTOs, and innovators choose Intapp
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Compliance and security
Market-leading ethical walls, confidentiality, and security for highly regulated firms
AI you can trust
Transparent AI governance with unified security controls
Integrated platform
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Proven scale, innovation
Battle-tested by the world’s largest firms with ongoing platform investment
Always-on cloud infrastructure
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Integrations made easy
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Schedule a demo
Fill out the form to book a personalized demo, and see how Intapp Intake can help your firm onboard faster while minimizing risk.