Move requests forward and accelerate new business intake with configurable and automated workflows. Maximize productivity by automatically routing tasks to the appropriate user or group, so they can quickly act on the request.
Intapp Intake
Drive operational efficiency
Intapp Intake workflows: Efficiently manage your processes
Standardized processes
Build uniform, repeatable workflows that create an audit trail and eliminate manual work.
Mobile application
Review and approve your requests on the go.
Intuitive workflow designer tool
Rapidly build and deploy process workflows thanks to a drag-and-drop workflow builder tool, making it easy to create and change processes as needed.
Action reminders
Keep requests moving with configurable reminders to complete actions.
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.