Expedite lateral hire onboarding and risk assessment, significantly reducing administrative overhead and accelerating business development. Streamline your processes with a secure digital workflow that eliminates manual data entry. Efficiently collect candidate information through customizable external questionnaires. Then, automatically distribute this data for rapid conflicts review and proactive marketing initiatives, ensuring quicker integration and a faster path to business impact.
Intapp Intake
Expedite lateral hire onboarding
Onboard lateral hires faster with Intapp Intake and securely integrate external information into your internal system
Proactive management
Gain early access to client and lateral data for informed decision-making.
White-glove experience
Empower the lateral hire to upload data at their convenience and all in one place.
Simplified onboarding processes
Collect information all at once and reduce internal administrative burden.
Accelerate lateral hire onboarding and expand your business
Secure data collection
Provide a unique, external login environment for the candidate to enter their data.
Onboarding process automation
Integrate the external information into firm systems for processing and review.
Configurable questionnaires
Build dynamic forms to efficiently and accurately capture data.
Risk and AML scoring
Define risk-based criteria to automatically score and apply approval and escalation routing.
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.
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
Speak with a legal industry expert
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Find out how Intapp can help your firm modernize faster and lead with AI-powered growth, compliance, and client service.