Overview

Intapp Intake simplifies and accelerates the client onboarding process for professional service firms by offering dynamic workflows, risk-based questionnaires, and automated approval routing. It integrates data from internal systems and third-party providers, enabling firms to conduct thorough risk assessments and ensure compliance with regulatory requirements. The platform supports engagement letter automation, risk scoring, and continuous monitoring, helping organizations align onboarding decisions with their risk appetite while enhancing overall operational efficiency.

Features and Capabilities

• Automated Onboarding Processes: Streamlines client intake with customizable workflows and dynamic forms.
• Risk-Based Questionnaires: Enables tailored assessments based on firm-specific criteria and risk tolerance.
• Engagement Letter Automation: Automates the creation and collection of engagement letters for policy enforcement.
• Integrated Risk Scoring: Aligns onboarding decisions with defined risk metrics using automated scoring models.
• Data Integrations: Incorporates data from trusted sources, including corporate structures, industry codes, and sanctions lists.
• Monitoring and Alerts: Automates due diligence and maintenance processes by tracking changes in client data.
• Comprehensive Risk Insights: Provides a unified view of client risks to inform decision-making.
• Compliance Support: Helps ensure regulatory alignment through robust risk management workflows.
• Scalability: Designed for growing firms, ensuring consistent processes across large client volumes.
• Security: Built on a secure cloud infrastructure leveraging Microsoft Azure.