Onboard new clients and assess the potential risks they pose to your firm — more quickly and thoroughly than ever before. Intapp Intake gives your professionals the tools they need to modernize onboarding, including dynamic risk-based questionnaires, workflows, and scoring models. And by integrating data from your other systems and third-party providers, Intapp Intake gives your teams access to all the information they need for fast, accurate client onboarding.
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