Onboarding new clients and matters is far more than just opening a file; it’s a critical process that demands accuracy, compliance, and speed. Delays in client onboarding often slow revenue recognition; overlooked conflicts or compliance checks can trigger regulatory breaches; and poor visibility into client data. Moreover, unmanaged intake can damage client trust before the engagement has even begun, affecting the law firm’s relationships and reputation. Intapp Intake is a solution designed for professional services and law firms to create a well-connected ecosystem to manage new business intake with precision. 

With a centralized, automated, and intelligent platform, it connects every step from engagement letter generation and AI-driven request summaries to risk scoring, AML checks, and mobile collaboration. Intapp Integration Services help you create a well connected system by integrating Intake with other Intapp products and third party apps. 

Learn how the Intapp Intake integration enhances your legal firm’s capabilities with its advanced features.

What is Intapp Intake?

Intapp Intake is an Intapp capability designed for new business intake and client onboarding for legal and professional services. It centralizes and automates the entire process of bringing on new clients and matters – managing from initial request to final approval. Intapp Intake helps law firms to connect client data, compliance checks, risk assessments, and firm policies into a single streamlined system. 

It not only simplifies form submissions and approvals but also integrates your system with third-party platforms such as CRM, finance systems, and document management tools, eliminating duplicate data entry and improving accuracy. Accelerate business development, mitigate risk, and create a seamless experience for both clients and internal teams. 

Key Features of Intapp Intake

Intapp Intake is designed to address the common concerns of legal firms and professional services. It combines automation, risk management, configurable workflows, and advanced reporting to empower your firm. Here are the key capabilities of Intapp Intake:

1. Streamlined Workflow Management

Intapp Intake simplifies complex acceptance processes with customizable workflows that include built-in steps and approvals. Flexible paths support parallel reviews, ad hoc approvals, and automated notifications. Automated rules ensure requests are routed correctly, reducing risk while keeping all stakeholders in the loop.

2. Configurable Request System with Risk Scoring

The platform offers flexible request forms with conditional logic, structured categories, and bulk data entry tools. Integrated with third-party providers, it ensures accurate entity validation while delivering automated real-time risk and AML scoring. This enables firms to align onboarding decisions with compliance requirements and firm-specific risk appetite.

3. Role-Based Dashboard

Personalized dashboards for the users tailored to their roles, with widget-based displays showing pending approvals, comments, and outstanding requests. Visual summaries, such as bar and pie charts, highlight request statuses by category, age, or user, while real-time updates enable teams to prioritize work efficiently.

4. Advanced Filtering and Reporting

With saved filters, multi-field search, and grid configurations, law firms can tailor views for recurring tasks. Built-in reporting tracks request volume, duration, completion trends, and professional involvement. Monitoring features allow firms to measure operational efficiency and make better data-driven decisions.

5. Engagement Letter Generation

Intapp Intake enforces firm policies by automatically creating and collecting engagement letters. This reduces manual tasks, accelerates compliance, and ensures consistency across all new business intake processes.

6. AI-Powered Summaries and Alerts

Get role-specific summaries of client and matter requests powered by AI. Real-time monitoring and alerts also notify teams of changes in client, engagement, or third-party data, ensuring proactive due diligence and risk management.

7. Secure External Forms

Firms can securely collect external information for processes such as AML checks, lateral hires, and client risk assessments. Intapp Intake also tracks industry-specific risk factors, including audit clients and independence rules, helping firms meet unique compliance needs.

8. Mobile Apps

Through its mobile app, Intapp Intake enables professionals to create new intake requests, search assignments, and collaborate on the go. Integration with Intapp Data enriches onboarding requests with firmographic insights, accelerating client acceptance and lateral hire processes.

Intapp Intake C&C Integration Pack

Intapp offers pre-built templates and process libraries for specific use cases. The Intapp Intake Collaboration and Content Integration Pack automatically creates and provisions Microsoft Teams, SharePoint Sites, Document Libraries, or any other template directly from the Intapp Intake form and workflow. By leveraging Dynamic Data Mapping stored in a Virtual Table, the integration links request-form questions and answers to the Create and Provision C&C API or the Update Metadata API.

Use Case of Intapp Intake for Legal Firms

1. New Client Intake & Risk Assessment

Before onboarding any client, Legal firms evaluate potential clients and matters to decide whether they can fulfill the client’s requirements. Intapp Intake enables firms to use firm-configured questionnaires, workflows, and automated risk & AML (anti-money laundering) scoring to speed up this process. It centralizes and pulls in third-party data (corporate trees, sanctions lists, etc.) so decisions are based on accurate, up-to-date info.

2. Lateral Hire Onboarding

When legal firms bring in lateral hires (lawyers or professionals moving from another firm), there is often a need to onboard them with minimal friction. Intapp Intake supports secure, external forms so candidates can supply their data, combined with dynamic forms/questionnaires, conflict checks, marketing notifications, etc., to integrate them faster and reduce administrative burden.

3. Engagement Letters

Legal firms must generate engagement letters in line with firm policy and ensure compliance from the moment a new client is accepted. Intake automates the generation and collection of engagement letters, ensuring consistency, oversight, and integration with the rest of the intake and risk pipelines.

4. Centralized Dashboard

Law firms can create a centralized dashboard and leverage monitoring tools to track the status of new clients or matter requests in the pipeline. Also, with Intake, they can be set up to flag missing data or delays. This helps both risk/compliance teams and fee-earners stay on top of onboarding.

5. Improving Data Quality

Data consistency and accuracy are crucial for legal firms. Integration of Intapp Intake helps standardize the intake forms (questions, conditional logic, required fields), integrates external data sources, and reduces manual re-entry errors.

6. Compliance with Regulations

Regulatory requirements such as AML and conflicts of interest are standard in law firms. To address this, firms need a platform that meets regulatory scrutiny for their onboarding process. Intapp Intake enables risk scoring, conflict checks, and auditing trails during intake, helping firms stay compliant while scaling up.

Intapp Intake Integration with Intapp Products

Consider Intapp Intake as the main door of onboarding new clients and matters; however, when you leverage IIS to integrate Intapp Intake with other Intapp products,  its capabilities increase. Here is how integration with other Intapp products enhances the whole Intapp Intake ecosystem to manage clients:

1. Intapp Intake Integration with Intapp Terms

Intapp Terms is designed to manage client-specific guidelines, billing rules, and requirements for outside counsel. Intapp Terms integration with Intapp Intake automatically validates these terms and ensures compliance during onboarding. This integration reduces the risk of billing disputes, minimizes payment delays, and prevents regulatory slip-ups. 

2. Intapp Intake Integration with Intapp Conflicts

Intapp Conflicts is the conflict of interest management solution designed for legal and professional firms. When you integrate it with Intapp Intake, conflict searches are triggered instantly during client onboarding, raising potential risks in real time. This creates a closed-loop workflow that merges client intake and conflict clearance, saving time and reducing risk.

3. Intapp Intake Integration with Intapp Time

Intapp Time is an innovative, intuitive time management solution designed to help professionals seamlessly capture billable activities and maximize revenue. When Intapp Time is integrated with Intapp Intake using IIS, it ensures that newly onboarded clients and matters align with billing rules from the start. 

Intapp Intake Integration with Third-Party Platforms

Intapp integrates with third-party platforms to unify business development, finance, and document management workflows. Law firms can leverage Intapp Integration Services to create a well-connected system:

1. CRM System

Client Relationship Management systems, such as Microsoft Dynamics, are used to track client data, interactions, and pipelines. When you integrate Intapp Intake with CRM, the data flows seamlessly from CRM into onboarding workflows, ensuring data consistency, reducing manual entry, and speeding up the business development process.

2. Firm Financial System

Elite and Aderant are two standard financial management systems commonly used by law firms. When you integrate them with Intapp Intake, client and matter data align directly with financial operations, improving accuracy, reducing reconciliation errors, and ensuring end-to-end financial governance. 

3. Document Management System

Document management systems are used to organize, store, and secure documents. When you integrate the widely adopted document management system iManage with Intake, the integration ensures that documents are automatically created and structured onboarding, improving collaboration and guaranteeing consistent content management across engagements. 

Benefits of Intapp Intake Integration in Your Intapp Ecosystem

Intapp Intake delivers powerful advantages for legal and professional services firms by streamlining onboarding, enhancing risk oversight, and accelerating decision-making. Its modern, configurable platform helps firms reduce manual work, improve data consistency, and maintain tighter compliance — all while allowing you to win and onboard new clients more efficiently.

• Faster, Risk-Aware Onboarding – With dynamic workflows, AI-powered request summaries, and built-in risk & AML scoring, Intapp Intake enables firms to capture critical due diligence information quickly and accurately. This accelerates the onboarding of new clients and matters, reducing delays and manual bottlenecks.
• Strategic, Data-Driven Decision Making – By centralizing client, matter, and engagement data, and enriching this with third-party sources such as sanctions lists, corporate trees, and industry codes; firms gain visibility needed to align new business decisions with firm strategy and risk appetite.
• Consistent Compliance & Risk Management – Intapp Intake helps enforce firm policies through automated engagement letter generation, monitoring & alerting, and inline risk scoring. These features help maintain regulatory and ethical compliance from the initial intake through the client lifecycle.
• Enhanced Operational Efficiency – The platform reduces manual tasks via tools such as secured external forms, automated workflows, and role-based dashboards. This lowers administrative overhead, frees up time for fee-earners, and ensures essential tasks don’t fall through the cracks.
• Improved Visibility & Transparency – Dashboards, progress tracking, and alerts provide firm leadership, risk & compliance teams, and partners with clear visibility into the status of each intake or matter request. This transparency helps identify delays early and keeps stakeholders informed.
• Scalability & Adaptability – Intapp Intake’s configuration capabilities (custom forms, workflows, data mappings) allow firms to adapt their intake processes as they grow or as compliance/regulatory environments shift. This ensures scaling operations don’t lead to chaos or risk exposure. 

Conclusion

Client onboarding is more than an administrative task. With growing regulatory demands, data complexity, and client expectations, firms need a platform like Intapp Intake to modernize their onboarding through automation, AI, and integration.

Intapp Intake transforms how firms manage new business intake by integrating with other Intapp products and third-party systems to create a unified ecosystem. As Boomi lies at the core of Intapp, law firms can leverage the full potential of this modern iPaaS. 

Frequently Asked Questions

1. What kind of data does Intapp Intake centralize?

Intapp Intake centralizes data like client entities, corporate structures, and engagements. Law firms can also enrich their data, such as corporate trees, industry codes, and sanctions lists, to strengthen compliance and risk management.

2. Why should our firm use Intapp Intake?

Intapp Intake is designed to address the unique assessment process of professional services. New clients pose risks, and law firms must ensure strict adherence to the risk management process, including new-client due diligence, ongoing risk profile assessments, and updates for existing clients. 

3. Can Intapp Intake integrate with our document management, CRM and billing systems?

Yes, Intapp Intake integrates not only with other Intapp products but also with third-party apps such as document management systems, CRMs, and billing systems, empowering firms to streamline onboarding and ensure seamless data flow across all core business platforms. 

4. How does Intapp Intake improve visibility and tracking of the onboarding process?

With features such as role-based dashboards, real-time updates, and advanced reporting, Intapp Intake offers clear visibility into all stages of client onboarding. This gives you greater accountability, transparency, and quick decision-making across the teams. 

5. How customizable are the intake forms and workflows in Intapp Intake?

Intapp Intake offers highly configurable forms and workflows with conditional logic, structured categories, and flexible approval paths. Businesses can leverage this to tailor processes for their unique compliance, risk, and client onboarding requirements.