• Intapp Risk & Compliance

    Accelerate informed conflicts checks and customer due diligence

Gain a more accurate and comprehensive view of the firm’s risk landscape at any moment while freeing up partners to focus on the organization’s continued growth.

Intapp Risk & Compliance unifies proprietary and third-party data relating to clients, projects, and corporate entities within workflow-driven, configurable questionnaires that feed into a central system for AI-assisted conflicts assessments and corporate tree management. When client risk assessment and conflicts check processes are automated and centralized, partners and firm leaders can focus more on the firm’s growth strategy while leveraging a more comprehensive view of their risk landscape.

Centralize risk assessment processes with firm and third-party data to drive optimal, risk-based decision-making

Automatically monitor firm-defined conditions and initiation of standardized, data-driven risk assessment processes based on either a schedule or pre-defined events.

Create a streamlined client risk assessment process for both partners and risk teams

Create a single destination for partners and risk teams to complete their respective steps during assessments using automated workflows and an integrated database of client, project, and corporate tree data.

Gain a more comprehensive view of the firm's risk landscape while freeing up partners to focus on the firm's growth

Unify client, project, and corporate tree data with risk assessment processes to ensure that risk-based decisions are made efficiently while aligning with the firm-defined risk boundaries.


Learn more about Intapp Risk & Compliance