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

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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Discover more about client onboarding with Intapp Intake

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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

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Find out how Intapp can help your firm modernize faster and lead with AI-powered growth, compliance, and client service.