Intapp Intake is a SaaS platform designed for professional and financial services firms to automate and streamline the process of new business, client, and matter intake. The platform centralizes the collection of critical information, enabling firms to conduct thorough due diligence with speed and accuracy. Intapp Intake leverages dynamic workflows, AI-powered request summaries, and risk scoring models that integrate with internal systems and trusted third-party data sources. The system supports firm-configured questionnaires, automated risk and AML (Anti-Money Laundering) scoring, and engagement letter generation to enforce firm policies. Monitoring and alerting features automate ongoing maintenance and trigger notifications based on changes to client or matter data. The platform also offers secured external forms for collecting information from clients or lateral hires, and integrates with Intapp Data to enrich intake requests. Intapp Intake is built to accelerate onboarding, manage reputational and regulatory risk, and ensure compliance with firm and industry standards.

Key Features

Dynamic Workflows and Questionnaires Automates intake processes with configurable forms and approval routing.

• Firm-configured questionnaires for new clients and matters
• Automated routing based on risk and compliance criteria

AI-Powered Request Summaries Delivers tailored, editable summaries for intake requests.

• AI-generated summaries customized for user roles
• Confidence labeling and source transparency

Risk and AML Scoring Automates risk assessment and compliance checks.

• Risk-based criteria for automatic scoring
• AML checks and approval routing

Engagement Letter Generation Enforces policy compliance through automated document creation.

• Automated generation and collection of engagement letters
• Ensures adherence to firm policies

Monitoring and Alerting Automates ongoing data maintenance and risk monitoring.

• Triggers alerts on changes to client or matter data
• Supports proactive risk management

Secured External Forms Streamlines external data collection for risk assessment.

• Secure forms for client and lateral hire onboarding
• Integrates with internal review processes

Integration with Intapp Data and Third-Party Sources Enriches intake requests with firmographic and external data.

• Access to key data for faster onboarding
• Seamless integration with other firm systems

Benefits

Accelerated Onboarding Speeds up new business, client, and matter intake.

• Reduces manual data entry and review time
• Automates approval and compliance workflows

Improved Risk Management Enhances due diligence and compliance.

• Automated risk and AML scoring
• Proactive monitoring and alerting

Centralized Information Provides a single source of truth for intake data.

• Consolidates firm and third-party data
• Improves data quality and accessibility

Regulatory and Policy Compliance Ensures adherence to firm and industry standards.

• Automated engagement letter generation
• Comprehensive audit trails and reporting

Enhanced User Experience Empowers professionals with AI-driven insights.

• Tailored request summaries for faster review
• Intuitive, role-based interfaces