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.
![](https://www.intapp.com/wp-content/uploads/2024/02/Intapp-Intake-Risk-scoring-1024x653.png)
Intapp Intake
We were able to include more questions relating to conflicts and risk, so that our gatekeepers could review the matter and determine whether it was work that the firm could take on.
Embrace better processes with configurable and dynamic questionnaires, workflows, and forms.
Define risk-based criteria to automatically score and apply approval routing.
Enforce firm policies through the automated creation and collection of engagement letters.
Automate maintenance and trigger alerts based on changes to client and matter data.
Fill out the form and someone will be in touch to schedule a demo.
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.
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