Intapp Intake
New business intake and client onboarding solution.
Ranking recognition
What it does
New business intake and client onboarding solution.
- Risk and compliance management
- Growth and relationship management
- Profitability and timekeeping
- Collaboration
- Firm AI
- Category
- Regulatory compliance
- Built for
- Professional services
- Users
- Legal firms, Accounting firms, Consulting firms, Corporate firms and 3 more
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Product insights
Evidence for this product in each industry and task.
Documented workflow
“Track regulatory exposure, conflicts, AML, and independence obligations beyond day one. AI-driven intake requests Capture complete, accurate onboarding data — without burdening partners Eliminate friction for fee earners…”
Read product documentation
Track regulatory exposure, conflicts, AML, and independence obligations beyond day one. AI-driven intake requests Capture complete, accurate onboarding data — without burdening partners Eliminate friction for fee earners…
Read source · www.intapp.com ↗
Pricing
Pricing not available
We don't have pricing details for Intapp Intake yet. Ask Intapp for a quote.
Security and compliance
As reported by Intapp. Ask for audit reports before you buy.
- Cloud security
- Cloud monitoring
- High-availability architecture
- Client data stewardship
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