Accelerate 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.

Use risk scoring to inform workflows and analysis

Onboard new clients faster with Intapp Intake

Consistent decision-making

Standardize your procedures for more informed decision-making.

Streamline risk processes

Centralize your data sources for faster risk assessment.

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.

Chief Knowledge Officer
Osler, Hoskin & Harcourt

Accelerate intake. Manage reputational risk. Win new business.

Onboarding process automation

Embrace better processes with configurable and dynamic questionnaires, workflows, and forms.

Risk and AML scoring

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

Engagement letter generation

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

Monitoring and alerting

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

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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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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Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

Conversational query
Ask AI for answers — and get near-instant results — using everyday language.
Learn more about our Applied AI strategy