Intapp Intake

Intapp Intake helps you take on new business while managing regulatory, financial, and reputational risks. Streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual intake processes. Monitoring across the client lifecycle offers event-triggered workflows to firms can proactively respond to evolving risk threat. With Intake, you can:
  • Automate and provide visibility, management, and control of intake processes.
  • Identify changes to financial, ethical, regulatory, or strategic alignment of engagements.
  • Pursue and bring on the right business aligned with firm strategy.
See it in action now.