Quickly assess the risk level of new business

Intapp Intake – Risk scoring

Quickly understand the risk associated with a client

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.

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Clearly see the risk score determined by firm criteria

Assess risk early with Intapp Intake

Configurable criteria

Create and assign scoring based on your firm’s strategy to inform risk assessment questionnaires.

Automated workflow

Route escalation, reviews, and approvals based on defined thresholds of your firm.

Strategic alignment

Pursue and bring on only the business that’s aligned with your firm strategy.

Intapp Intake data integrations

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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