Features and Functions of Intapp Intake include: 

Engagement letter generation
Enforce firm policies through the automated creation and collection of engagement letters.

AI request summaries
Receive the most relevant details of new client or matter requests, customized for your role.

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.

Mobile app
Create new intake requests, search for requests assigned to you, and collaborate in real-time — even when you’re on the go.

Intapp Data
Access key firmographic data to enrich your new business intake requests and accelerate the client and lateral hire onboarding process.