Client onboarding
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.
Standardize and automate data-driven client onboarding and risk-assessment procedures.
Unify data and processes to drive better-informed decision making.
Gain a more comprehensive view of your firm’s risk.
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Accelerate client onboarding and get a full understanding of your risk landscape.
Design better processes with dynamic workflows, forms, and approval routing.
Enforce firm policies through the automated creation and collection of engagement letters.
Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.
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
Can your firm’s new business acceptance process pass a risk “health check”? Your firm may alre...
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Blog Posts
In an unregulated industry without mandates to collect and manage client data, consulting firms have...
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Blog Posts
Although lateral hiring and onboarding workflows vary significantly across law firms, most of these ...
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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.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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