Accelerate lateral hire onboarding

Intapp Intake

Expedite lateral hire onboarding

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.

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.

Schedule a demo of Intapp Intake

Speak with an expert

Fill out the form and someone will be in touch to schedule a demo.

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.

Icon

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.

Icon

Data foundation

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

Learn more about our data foundation
Icon

Cloud infrastructure

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

Learn more about our cloud infrastructure
Icon

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