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
Onboard new clients faster with Intapp Intake
Consistent decision-making
Standardize your procedures for more informed decision-making.
Streamline risk processes
Centralize your data sources for faster risk assessment.
Strategic alignment
Gain a more comprehensive view of the firm’s risks while bringing on the right business.
‘Gatekeepers could determine if this is work we could take on’
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.
Chief Knowledge Officer
Osler, Hoskin & Harcourt
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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.
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.
Discover more about client onboarding with Intapp Intake
Blog Posts
Unlocking the future of joint client representation with Intapp Intake and Intapp Conflicts
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Accounting
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Consulting
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Learn about how the new joint client representation feature in Intapp Intake and Intapp Conflicts helps your law firm assign joint clients to a matter.
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Downloadable
How to elevate new business intake and risk assessments using the Agile approach
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Legal
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Professional services
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Without an efficient new-business intake process, intake teams risk wasting time and client goodwill by requiring unnecessary or redundant steps. To rectify this issue, many firms are turning to a key project management method: the Agile model.
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Blog Posts
The importance of a well-designed new business acceptance process at professional services firms
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Professional services
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Intapp Intake
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Blog Posts
From prospect to client: Optimizing conflicts checks and new client intake procedures for legal practices
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Legal
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Intapp Conflicts
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Learn the key elements of an efficient, reliable process for conflicts clearance and new client and matter intake at law firms.
Learn more
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.
Industry solutions
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Data foundation
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Cloud infrastructure
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Partner ecosystem
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem