Client onboarding and risk assessments for consulting firms

Client onboarding

Build better, faster client onboarding and risk assessment processes

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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Make your risk assessments more comprehensive and scalable

Get a clear view of your clients and risk landscape with Intapp Intake

Streamlined risk processes

Standardize and automate data-driven client onboarding and risk-assessment procedures.

Consistent, informed decisions

Unify data and processes to drive better-informed decision making.

Clearer risk landscape

Gain a more comprehensive view of your firm’s risk.

Leading consulting firms use Intapp Intake for client onboarding and risk analysis

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Intapp Intake

Accelerate client onboarding and get a full understanding of your risk landscape.

Onboarding process automation 

Design better processes with dynamic workflows, forms, and approval routing.

Engagement letter generation 

Enforce firm policies through the automated creation and collection of engagement letters.

Risk and AML scoring 

Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.

Monitoring and alerting 

Automate maintenance and due diligence processes based on changes to client, engagement, and party data.

Intapp Intake data integrations

Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.

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Blog Posts

The importance of a well-designed new business acceptance process at professional services firms

  • Professional services
  • Intapp Intake

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4 key risk management trends for consulting firm leaders

  • Consulting

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Blog Posts

Integrated Onboarding and Conflicts Clearance

  • Legal
  • Intapp Conflicts
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Intapp Risk & Compliance leverages AI to help firms create more seamless and secure lateral hiring and onboarding processes.

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