Intapp Intake – Risk scoring
Assess and determine the financial and ethical risk of taking on new business with automated risk scoring. Make sure that any potential client aligns with your firm’s strategy and risk score criteria. This score is calculated based on your firm’s clearly defined goals and risk appetite.
Create and assign scoring based on your firm’s strategy to inform risk assessment questionnaires.
Route escalation, reviews, and approvals based on defined thresholds of your firm.
Pursue and bring on only the business that’s aligned with your firm strategy.
Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions list data from trusted sources
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