Intapp Intake
Accelerate risk-informed new client intake
Intapp legal solutions
Relationship management solutions
Microsoft solutions
Time and prebilling solutions
Risk and compliance solutions
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.
Onboard new clients faster with Intapp Intake
And ensure your firm meets regulatory and ethical requirements
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
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
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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Blog Posts
The importance of a well-designed new business acceptance process at professional services firms
Can your firm’s new business acceptance process pass a risk “health check”? Your firm may alre...
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