Product: Intapp Intake

Accepting new business is always a careful decision, but firms don’t have to choose between speed and security anymore. Learn how Intapp can help evaluate clients more efficiently.

Use purpose-built software to speed up the content intake process for accounting firms to win business, start billing faster, and manage the client lifecycle more strategically.

Read the five global legal trends that are testing the limits of even the best new business acceptance models.

Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Shalaka Natu to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

Discover the complete, continuous solution to meet today’s business acceptance challenges

Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.

Explore how Intapp Intake makes it easy for firms to automatically draft and manage engagement letters as part of their standard inception process.

Leading firms have turned to AI and machine learning technology to enhance their processes. Read our top tips for successful accounting and consulting AI implementation.

Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.

Learn why Intapp Intake is the leading business acceptance solution and how it facilitates an efficient, information-driven client evaluation process.