Intapp automated workflows

Intapp Intake

Drive operational efficiency

Move requests forward and accelerate new business intake with configurable and automated workflows. Maximize productivity by automatically routing tasks to the appropriate user or group, so they can quickly act on the request.

Create, modify, and manage unique workflows to meet your firm’s needs

Accelerate decision-making with automated workflows

Accept business faster

Speed up communications, approvals, and decisions.

Simplify processes

Create ad-hoc, simplified, automated workflows to improve decision-making around next steps.

Enhance collaboration

Work with other users in real time to complete requests faster.

Intapp Intake workflows: Efficiently manage your processes

Standardized processes

Build uniform, repeatable workflows that create an audit trail and eliminate manual work.

Mobile application

Review and approve your requests on the go.

Intuitive workflow designer tool

Rapidly build and deploy process workflows thanks to a drag-and-drop workflow builder tool, making it easy to create and change processes as needed.

Action reminders

Keep requests moving with configurable reminders to complete actions.

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