New business intake

Intapp Intake

Accelerate risk-informed new client intake

Speed up new client and matter intake using firm-configured questionnaires, workflows, and risk assessments. Powered by firm and third-party data, Intapp Intake ensures you review the most up-to-date information on your potential client.

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Make your risk assessments more comprehensive and scalable

Onboard new clients faster with Intapp Intake

Consistent decision-making

Consistent decision-making

Standardize your procedures for more informed decision-making.

Streamline risk processes

Streamline risk processes

Centralize your data sources for faster risk assessment.

Strategic alignment

Strategic alignment

Gain a more comprehensive view of the firm’s risks while bringing on the right business.

‘Gatekeepers could determine if this is work we could take on’

We were able to include more questions relating to conflicts and risk, so that our gatekeepers could review the matter and determine whether it was work that the firm could take on.

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Chief Knowledge Officer
Osler, Hoskin & Harcourt

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Leading law firms onboard their clients with Intapp Intake

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Accelerate intake. Manage reputational risk. Win new business.

AI request summaries

AI request summaries

Receive the most relevant details of new client or matter requests, customized for your role.

Risk and AML scoring

Risk and AML scoring

Define risk-based criteria to automatically score and apply approval routing.

Engagement letter generation

Engagement letter generation

Enforce firm policies through the automated creation and collection of engagement letters.

Monitoring and alerting

Monitoring and alerting

Automate maintenance and trigger alerts based on changes to client and matter data.

Secured external forms

Secured external forms

Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML.

Intapp Data

Intapp Data

Access key firmographic data to enrich your new business intake requests and accelerate the client and lateral hire onboarding process.

Intapp Intake data integrations

Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.

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The Intapp Intelligent Cloud

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.

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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.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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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