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Intapp Intake

Intapp Intake

Overview

What is Intapp Intake?

Intapp Intake is a client onboarding software solution designed to take on new business while managing regulatory, financial, and reputational risks. The vendor states users will streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual…

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Pricing

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What is Intapp Intake?

Intapp Intake is a client onboarding software solution designed to take on new business while managing regulatory, financial, and reputational risks. The vendor states users will streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Intapp Intake?

Intapp Intake Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(1)

Reviews

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Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use intapp intake to process new business requests. Intapp is used by multiple teams at multiple levels to screen and analyze any and all potential conflicts as well as process new business requests as they get entered. Intapp Intake is very useful in finding client registrations and status' of each registration.
  • Conflict analysis
  • Easy to use interface
  • Displays client information
  • Dark mode
  • Latency issues and crashes
  • Irrelevant results being removed
Intapp is very useful when analyzing a database of information. Intapp is coded in a way that it performs special functions to find specific results that may be relevant for your search. The functions are easy to use and very helpful in conducting analysis. Because of these functions, Intapp does a lot of the hard work for you.
  • Special keyboard functions
  • Data filters
  • Information management
  • Intapp has helped our teams be more efficient
  • Intapp has made our job easier
  • Intapp has been the main tool for performing our duties
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