OnePlace for Risk
Intapp offers risk professionals the solutions they need to thoroughly evaluate new business, onboard clients quickly, and monitor relationships. Enhanced by today’s most powerful technologies — including automation, AI, and predictive analytics — Intapp helps you improve conflicts clearance, mitigate risk, and ensure compliance throughout the client lifecycle. Intapp risk solutions turn risk management into a competitive advantage.
Accelerate new-business acceptance
Clients expect exceptional service from day one. But many firms rely on email and paper-based processes to onboard new business, which creates inefficiencies, limits visibility, and risks manual errors. You need a solution that allows your professionals to start serving clients immediately.
Intapp enables your firm to onboard clients and accept new engagements more quickly, reducing the amount of time it takes to accept a new client by 25%, cutting conflicts review by half, and categorizing client terms in one-third the time.
Improve client evaluation and due diligence
Sure, you can take on the business, but should you? Not every piece of new business is a good fit for your firm. Many firms struggle to enforce a culture where strategic fit is a core part of client evaluation.
Intapp lets you strategically evaluate clients for professional, financial, and strategic risk. The software streamlines due diligence and conflicts checks, and provides a financial risk score. With this comprehensive view, you can structure deals to account for riskiness, align client selection with your firm’s strategy, and accept business with confidence.
Ensure ongoing risk and compliance management
Client conditions evolve over time. Financial ratings drop, corporate trees change, new terms of business are issued. But firms often only learn about these changes months later, when they run a conflicts search for a new engagement, when a payment is past due, or when a bill is unexpectedly rejected.
Intapp extends risk management and compliance beyond the intake process, allowing you to manage relationships across your firm’s entire client lifecycle. By monitoring customer finances, corporate trees, and billing activity, the software can flag ethical and financial risk indicators and help enforce billing terms in real time.
Expedite conflicts clearance in restructuring practices
A bankruptcy or restructuring engagement can quickly overwhelm even the most senior compliance and control-room staffs. As such, it presents perhaps the most daunting and complex challenge for conflicts-clearance professionals.
Intapp offers advanced search capabilities that simplify and accelerate independence and conflicts clearance to help you win more deals. Its integration of internal and external data enables broader client evaluation, giving you greater transparency across the lifecycle of the deal, along with more efficient and accurate deal analysis.
Ensure global independence
Global accounting networks and their member firms face a web of increasingly complex global regulations. As a result, it can be difficult to balance pursuing new business while ensuring compliance.
Intapp helps global accounting networks increase compliance and enhance business agility, enabling them to grow profitably in a changing regulatory environment. Our comprehensive solution uses AI and automation to help firms improve their conflicts and independence-clearance processes, meet client expectations, and reduce exposure to fines and reputational risk.
Manage compliance for financial services
Financial services firms are extremely risk aware and compliance oriented. Firms must adhere to evolving regulatory rules, compliance requirements, professional standards, and client commitments.
Intapp provides compliance software for financial services firms that simplifies and streamlines critical risk management activities — including conflicts clearance, business selection, and client terms management — to help avoid reputational damage without slowing a deal down or reducing productivity. It also enables firms to extend risk and compliance management throughout the entire client lifecycle.
The intake and conflicts processes are some of the highest risk processes that a firm is exposed to. In order to mitigate risk, you have to have an operationally effective and efficient process and system. We utilize Intapp technology to help facilitate that job, and that’s been vital to supporting our partners and our clients.
Marie-Claire Le Houerou, Associate Director New Business Intake
5 big trends changing
law firm business acceptance
The business of law is changing, and literally no corner of a large law firm operates exactly like it did several years ago. The process for evaluating and onboarding new clients in law firms is no exception. Five global legal trends are testing the limits of even the best new business acceptance models.
We’ll explore why and how these big trends are causing shifts in law firm approaches, offer insights and practical tips on what firms must do to adapt their business acceptance models, and identify specific areas where technology can help.
Lastly we offer law firms a checklist to assess the gaps in their business acceptance approach in this changing landscape.
Products and packages
Intapp Unified Business Acceptance
Discover the complete solution to ensure that you’re managing risk exposure, complying with confidentiality requirements, and enforcing client obligations.
Address ethical, business, and subject-matter conflicts confidently. Our centralized approach helps determine if prospective clients are in your firm’s best interest.
Eliminate manual intake processes by automating workflows, assuring AML/KYC compliance, and enforcing policy execution with a rich offering of industry-approved intake questions.
Save time and mitigate risk with Intapp’s structured, AI-powered approach to terms management. Store, index, and analyze client guidelines while assuring enforcement of your firm’s obligations.
Centrally control, monitor, and report on the entire confidentiality lifecycle. The solution’s automated approach limits access to sensitive matters across applications without impacting user productivity or convenience.