Intapp Intake is an onboarding system for accounting, consulting, and legal organizations with regulated intake requirements. It uses Celeste to capture onboarding information, assess risk, and coordinate approvals and setup. Celeste can extract details from shared emails and files, fill requests in Outlook, validate entries, and suggest enhancements. Workflows can change according to risk profile, firm policy, jurisdiction, and service line. The system continues to track regulatory exposure, conflicts, anti-money-laundering obligations, and independence requirements beyond initial onboarding. It connects natively with Intapp Conflicts, Intapp Terms, and Intapp Walls, as well as S&P Global, Dun & Bradstreet, and Bureau Van Dijk for firmographic and corporate-tree information. The Intapp 2.0 mobile app gives users access on Apple App Store and Google Play devices, where they can manage requests and attach photos or files. Intapp lists Android, iOS, and web platforms. Pricing is on request, and the listed plan directs prospective customers to schedule a demo.
Who it is for
Intapp Intake suits accounting, consulting, and legal organizations that need regulated onboarding workflows. Mobile access supports users who create, approve, submit, share, or delegate requests from Apple App Store and Google Play devices.
What is good
- Dynamic workflows account for risk and firm policy
- Tracks conflicts and regulatory exposure beyond onboarding
- Integrates with Intapp risk products
- Mobile app supports request management and file attachments
What to know first
- Pricing is available on request
- Listed plan requires scheduling a demo
Verdict
Intapp Intake combines intake data capture, risk assessment, approvals, and continuing obligation monitoring for regulated organizations. Customers considering it should request a demo for pricing details.
Get started with Intapp Intake
- Visit the Intapp Intake website.
- Schedule a demo to discuss the paid product and pricing.
- Use the web platform or access Intake on Android or iOS through the Intapp 2.0 mobile app.
- For product support, contact [email protected].
Questions about Intapp Intake
How much does Intapp Intake cost?
Pricing is on request. The listed plan directs prospective customers to schedule a demo.
Which platforms does it support?
Intapp Intake is listed for Android, iOS, and web.
Which systems does it integrate with?
It natively integrates with Intapp Conflicts, Intapp Terms, and Intapp Walls. It also connects with S&P Global, Dun & Bradstreet, and Bureau Van Dijk for firmographic and corporate-tree information.
What can users do in the mobile app?
Users can create, approve, submit, share, and delegate intake requests, and attach photos or files.
Which organizations is it designed for?
Intapp positions it for accounting, consulting, and legal organizations with regulated onboarding requirements.
Intapp Intake plans and pricing
All plansCompared on legal workflow automation software
- Client intake
- Yes
- Approval routing
- Yes
- Document assembly
- Yes
- API access
- Yes
- Audit logs
- Yes
- Single sign-on
- Yes
