Skip to content
SPECIFICTION
Get listed

Intapp Intake

intapp.com

WebiOSAndroid
Visit intapp.com
Spec score 7.4 #18 of 22 in Legal Workflow Automation Software

What it is

Intapp Intake is an onboarding and risk-management system for accounting, consulting, and legal organizations handling regulated requirements. Its Celeste AI captures onboarding details from shared emails and files, prepopulates requests in Outlook, validates entries, and suggests enhancements. The system builds request workflows around risk profile, firm policy, jurisdiction, and service line, then tracks 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 company information. The Intapp 2.0 mobile app supports creating, approving, submitting, sharing, and delegating requests, plus photo and file attachments. Intapp lists Android, iOS, and web access. Its cloud security certifications include ISO 27001, ISO 27017, ISO 27018, ISO 27701, CSA STAR, and APEC; SOC 1 Type 2 and SOC 2 Type 2 reports are available. Pricing is on request, and the listed plan invites prospective customers to schedule a demo.

Spec sheet

Purpose
Intapp Intake uses Celeste to capture onboarding data, assess risk, and orchestrate approvals and setup in one system.Read 30 Sep 2026 · intapp.com
Support
Intapp directs clients with product support questions to [email protected] and lists a Palo Alto support phone number.Read 30 Sep 2026 · intapp.com
Headquarters
Palo Alto, California, United StatesRead 28 Sep 2026 · intapp.com
AI intake
Celeste extracts details from shared emails and files, prepopulates requests in Outlook, validates entries, and recommends enhancements.Read 30 Sep 2026 · intapp.com
Company scale
Intapp says it serves more than 1,400 clients generating over $50k in annual recurring revenue, including 97 of the Am Law 100 and 17 of the top 20 global accounting firms.Read 30 Sep 2026 · intapp.com
Data protection
External communications use HTTPS encrypted with TLS 1.2 or better, and customer data remains in the geographic region selected by the client.Read 30 Sep 2026 · intapp.com
Industries
Intapp positions Intake for accounting, consulting, and legal organizations with regulated onboarding requirements.Read 30 Sep 2026 · intapp.com
Mobile access
The Intapp 2.0 mobile app provides secure access to Intapp Intake on Apple App Store and Google Play devices.Read 30 Sep 2026 · intapp.com
Mobile capabilities
In the mobile app, users can create, approve, submit, share, and delegate intake requests and attach photos or files.Read 30 Sep 2026 · intapp.com
Monitoring
Intapp Intake tracks regulatory exposure, conflicts, AML, and independence obligations beyond initial onboarding.Read 30 Sep 2026 · intapp.com
Product history
Intapp’s company timeline says Intapp Intake launched in 2014.Read 30 Sep 2026 · intapp.com
Risk integrations
It natively integrates with Intapp Conflicts, Intapp Terms, and Intapp Walls.Read 30 Sep 2026 · intapp.com
Security certifications
Intapp states that its cloud products have ISO 27001, ISO 27017, ISO 27018, ISO 27701, CSA STAR, and APEC certifications, with SOC 1 Type 2 and SOC 2 Type 2 reports available.Read 30 Sep 2026 · intapp.com
Third-party data
Native integrations include S&P Global, Dun & Bradstreet, and Bureau Van Dijk for firmographic and corporate-tree information.Read 30 Sep 2026 · intapp.com
Workflow automation
The product builds dynamic request workflows based on risk profile, firm policy, jurisdiction, and service line.Read 30 Sep 2026 · intapp.com

Plans and prices

Intapp Intake Priced on request Schedule a demo Read 30 Sep 2026 · intapp.com

Every Intapp Intake plan and price →

Strong points and limits

Strong points

  • Celeste extracts and validates onboarding details.
  • Workflows adapt to risk, policy, jurisdiction, and service line.
  • Tracks obligations beyond initial onboarding.
  • Mobile app supports request approval and delegation.
  • Customer data stays in the client's selected region.

Limits

  • Pricing is available only on request.
  • The listed plan requires scheduling a demo.

Who it suits

It suits accounting, consulting, and legal organizations that need regulated onboarding, risk checks, and approval workflows. Mobile access is available for users who need to manage requests from Apple or Google Play devices.

Verdict

Intapp Intake combines onboarding, risk assessment, workflow routing, and ongoing monitoring in one system. Organizations considering it will need to request pricing and schedule a demo to explore the listed plan.

Where Specifiction places it

Alternatives to Intapp IntakeAll alternatives →