case study
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
case study
Baker Botts Successfully Migrated Key Workflows to the Intapp Secure Cloud Using Intapp Intake and Intapp Conflicts
webinar
Intapp Intake Community of Success Hour
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.
case study
Brownstein Hyatt Farber Schreck accelerates business acceptance
brochure
OnePlace Risk & Compliance
OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.
case study
Orrick streamlines lateral hire onboarding with modernized data capture
case study
Zelle overhauls business acceptance process, moves to the cloud
case study
RSM US automates the client lifecycle with Intapp
case study
RSM US talks about the importance of using a purpose-built platform made just for accounting firms
case study
Farrer & Co advances their cloud strategy with one unified system for business acceptance
white paper
Risk Management Survey
Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.
premium content
Connect19 Conference Content
Access the great content from Intapp Connect19.
article
Streamlined business acceptance: You can get there
What if you could connect all the analysis, systems, and people involved in business acceptance? Flip through this article to learn how you can streamline evaluations and compliance with a unified approach.
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Modern business acceptance arrives: automated client terms and strategic-fit compliance
What if you could make new business evaluations multi-dimensional and continuous? Flip through this article to learn how to incorporate new risk factors and ongoing monitoring into your business acceptance.
webinar
Risk management for the entire client lifecycle
Discover the complete, continuous solution to meet today’s business acceptance challenges
white paper
Global independence checks: regulatory necessity or growth opportunity?
Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.
video
Business acceptance
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.
white paper
Acceptance, continuance, and independence in accounting
Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.
demo
Intapp Intake
Intapp Intake helps you take on new business while managing regulatory, financial, and reputational risks.
ebook
5 big trends changing law firm business acceptance
Read the five global legal trends that are testing the limits of even the best new business acceptance models.
data sheet
Minimize risk and maximize profits
Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with OnePlace Risk & Compliance.
case study
Foster Pepper increases velocity of new business acceptance
white paper
Derisk your FMS migration
As Elite Enterprise gives way to Elite 3E, firms have an opportunity to leverage technology to derisk their planned migrations.
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Recommended FMS migration plan timeline
Learn how having a sound plan and road map through implementation ensures that your firm gets the most value out of the Intapp platform.
infographic
Key front-office benefits
Tedious processes become almost instantaneous, your lawyers will enjoy simplified time-entry, and clients will be delighted at your new efficiency.
data sheet
A quick guide to on-boarding efficiency
Law firms are opening matters faster with mobile-enabled processes, AI-assisted client terms capture and automation of the entire workflow.
data sheet
A quick guide to client engagement risk and compliance
Law firm business acceptance now must extend beyond initial conflicts and intake procedures and inject continuous monitoring of OCG compliance, information access controls and client corporate changes.
data sheet
The business acceptance lifecycle: a comprehensive approach
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.
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Business acceptance: a balancing act
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.
data sheet
New business acceptance is broken – Intapp Intake fixes it
Learn why Intapp Intake is the leading business acceptance solution and how it facilitates an efficient, information-driven client evaluation process.
data sheet
Intapp Intake for engagement letters
Explore how Intapp Intake makes it easy for firms to automatically draft and manage engagement letters as part of their standard inception process.
case study
Loeb & Loeb speeds new business intake, reduces risk with Intapp
case study
Lane Powell centralizes new business acceptance with Intapp
