Speed up new client and matter intake using firm-configured questionnaires, workflows, and risk assessments. Powered by firm and third-party data, Intapp Intake ensures you review the most up-to-date information on your potential client.
Intapp Intake
Accelerate risk-informed new client intake
‘Gatekeepers could determine if this is work we could take on’
Leading law firms onboard their clients with Intapp Intake
Accelerate intake. Manage reputational risk. Win new business.
Onboarding process automation
Embrace better processes with configurable and dynamic questionnaires, workflows, and forms.
Risk and AML scoring
Define risk-based criteria to automatically score and apply approval routing.
Engagement letter generation
Enforce firm policies through the automated creation and collection of engagement letters.
Monitoring and alerting
Automate maintenance and trigger alerts based on changes to client and matter data.
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Intapp Intelligent Cloud
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.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
Learn more about our cloud infrastructureIntapp Data Architecture
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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