Client onboarding
Build better, faster client onboarding and risk assessment processes
Intapp consulting solutions
Solutions for consulting firms
Solutions for service lines
Onboard new clients and assess the potential risks they pose to your firm — more quickly and thoroughly than ever before. Intapp Intake gives your professionals the tools they need to modernize onboarding, including dynamic risk-based questionnaires, workflows, and scoring models. And by integrating data from your other systems and third-party providers, Intapp Intake gives your teams access to all the information they need for fast, accurate client onboarding.
Get a clear view of your clients and risk landscape with Intapp Intake
Accelerate client onboarding and get a full understanding of your risk landscape.
Streamlined risk processes
Standardize and automate data-driven client onboarding and risk-assessment procedures.
Consistent, informed decisions
Unify data and processes to drive better-informed decision making.
Clearer risk landscape
Gain a more comprehensive view of your firm’s risk.
Leading consulting firms use Intapp Intake for client onboarding and risk analysis
Intapp Intake
Accelerate client onboarding and improve your reputational, financial, and regulatory 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.
Risk and AML scoring
Align onboarding decisions with your firm’s risk appetite using defined risk scoring metrics.
Monitoring and alerting
Automate maintenance and due diligence processes based on changes to client, engagement, and party 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.
Learn more about Intapp Intake
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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Blog Posts
4 key risk management trends for consulting firm leaders
In an unregulated industry without mandates to collect and manage client data, consulting firms have...
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Blog Posts
Integrated Onboarding and Conflicts Clearance
Although lateral hiring and onboarding workflows vary significantly across law firms, most of these ...
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