Speed up client onboarding — without sacrificing comprehensive risk assessments. With Intapp Intake, your team members get centralized access to the data they need, so they can make risk-informed acceptance and continuance decisions faster. Simplify the work with data integrations between your firm systems and trusted third parties. Easily configure risk-based questionnaires, workflows, and scoring models. And gain all the risk data your teams need — automatically collected, all in one place.
Unify data and processes for more informed decision-making.
Automate data-driven procedures for faster risk assessments.
Gain a more comprehensive view of the firm’s risk while freeing up your partners’ time.
Intapp allows us to make great strides in automating the client lifecycle. …Now our professionals can focus on what we’re paying them to focus on: serving our clients.
Fill out the form and someone will be in touch to provide a demo.
Design better processes with dynamic workflows, forms, and approval routing.
Easily tag, track, and identify audit clients and corresponding independence requirements.
Enforce firm policies through the automated creation and collection of engagement letters.
Automate maintenance and due diligence processes based on changes to client, engagement, and party data.
Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.
Blog Posts
Learn more
Blog Posts
Learn more
Blog Posts
Learn more
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundation
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem
