Intapp Intake
Assess client risk and onboard new business — better and faster
Quickly capture critical risk-related information about your new and recurring business with Intapp Intake.
Conduct thorough due diligence with speed and accuracy, using modern business processes — including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources.
Know more about your clients and make better informed decisions
Ensure your new and recurring business aligns with your firm’s growth strategy.
Faster onboarding
Collect information and assess risk with greater speed and accuracy.
Strategic decision-making
Align your onboarding decisions with your firm’s strategy.
Streamlined risk processes
Centralize the critical information and processes that protect your firm.
Streamlined onboarding workflows
Intapp Intake
Accelerate onboarding and improve your regulatory, financial, and reputational risk management.
Onboarding process automation
Design better processes with dynamic workflows, forms, and approval routing.
Engagement letter generation
Enforce firm policies through the automated creation and collection of engagement letters.
Secured external forms
Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML.
Risk and AML scoring
Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.
Industry-specific risk factors
Track unique factors such as audit clients and applicable independence rules.
Monitoring and alerting
Automate maintenance and due diligence processes based on changes to client, engagement, and third-party data.
Leading firms trust Intapp Intake
Frequently asked questions about Intapp Intake
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All new clients carry potential risks. That’s why professional services firms need to ensure tight adherence to risk-management processes. These include new client due diligence, ongoing risk-profile assessments and updates for existing clients, and clients that come along with a lateral hire’s roster.
Unlike generic workflow builders, Intapp Intake is purpose-built for the unique risk assessment processes of professional services firms. Plus, it integrates seamlessly with related risk-management software like Intapp Conflicts.
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Intapp Intake integrates with your firm’s systems that track client entities, corporate structures, and associated engagements. You can also enrich your firm’s data within Intapp Intake using corporate trees, industry codes, and sanctions lists from trusted third-party sources.
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