Product: Intapp Intake

We chose Intapp because of their proven track record as the leading provider of a single, comprehensive platform for business and matter opening — [and their] capability to create process flows to manage ongoing screening and record-keeping needed for AML compliance.

Learn how BDO Canada uses Intapp Intake to streamline its client and engagement acceptance processes and increase efficiencies by 38%.

BDO is a trusted adviser to clients seeking audit, tax and advisory services. As one of the world’s leading audit and accounting organizations, the firm serves clients of all types and sizes from large corporate organizations to private businesses, entrepreneurs, and individuals across an array of industry sectors.

Accelerate PE-backed growth while mitigating regulatory risks — all with Intapp’s AI-powered compliance solutions for accounting.

Since implementing Intapp Conflicts and Intapp Intake, Sandberg Phoenix has seen significant improvements in productivity and growth.

Sandberg Phoenix provides superior legal services to clients of every size throughout the Midwest and across the country. Consistently rated as one of the​ top law firms in St. Louis, Missouri, the firm represents clients in a broad range of industries, including transportation, finance, and construction. The firm’s professionals are obsessed with client satisfaction and use creative legal thinking to solve complex business and personal challenges.

Discover how law firms worldwide are navigating evolving AML/KYC regulations. Explore key findings from our global survey and learn how your firm compares.

Intapp Intake’s request summaries feature, powered by AI, empowers your professionals with key insights tailored to their role.

Discover how law firms worldwide are navigating evolving AML/KYC regulations. Explore key findings from our global survey and learn how your firm compares.

Explore how smarter solutions can enhance compliance and enable your firm to navigate the evolving regulatory landscape confidently. In this webinar, Cindy Mundow of Intapp and Tamsin Cooper from Clarion Solicitors shared expert strategies to empower legal firms to adapt to changing regulations while maintaining operational efficiency proactively.