Tech riderRev. 30 Sept 2026

Intapp Intake

Ch 106.8of 24Legal Workflow Automation Software

1Runs onAndroid, iOS, Web
2Client intakeYes
3Approval routingYes
4Document assemblyYes
5API accessYes
6Audit logsYes
7Single sign-onYes

7 lines stated Written from the maker's own pages: intapp.com

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Overview

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.

Who it is for

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.

What is good

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.

What to know first

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

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.

Intapp Intake plans and pricing

All plans

Intapp Intake Schedule a demo intapp.com · 30 Sept 2026

Compared on legal workflow automation software

Client intake: Yesintapp.com
Approval routing: Yesintapp.com
Document assembly: Yesintapp.com
API access: Yesintapp.com
Audit logs: Yesintapp.com
Single sign-on: Yesintapp.com

Facts

Purpose: Intapp Intake uses Celeste to capture onboarding data, assess risk, and orchestrate approvals and setup in one system.intapp.com · 30 Sept 2026
AI intake: Celeste extracts details from shared emails and files, prepopulates requests in Outlook, validates entries, and recommends enhancements.intapp.com · 30 Sept 2026
Workflow automation: The product builds dynamic request workflows based on risk profile, firm policy, jurisdiction, and service line.intapp.com · 30 Sept 2026
Monitoring: Intapp Intake tracks regulatory exposure, conflicts, AML, and independence obligations beyond initial onboarding.intapp.com · 30 Sept 2026
Risk integrations: It natively integrates with Intapp Conflicts, Intapp Terms, and Intapp Walls.intapp.com · 30 Sept 2026
Third-party data: Native integrations include S&P Global, Dun & Bradstreet, and Bureau Van Dijk for firmographic and corporate-tree information.intapp.com · 30 Sept 2026
Industries: Intapp positions Intake for accounting, consulting, and legal organizations with regulated onboarding requirements.intapp.com · 30 Sept 2026
Mobile access: The Intapp 2.0 mobile app provides secure access to Intapp Intake on Apple App Store and Google Play devices.intapp.com · 30 Sept 2026
Mobile capabilities: In the mobile app, users can create, approve, submit, share, and delegate intake requests and attach photos or files.intapp.com · 30 Sept 2026
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.intapp.com · 30 Sept 2026
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.intapp.com · 30 Sept 2026
Support: Intapp directs clients with product support questions to [email protected] and lists a Palo Alto support phone number.intapp.com · 30 Sept 2026
Product history: Intapp’s company timeline says Intapp Intake launched in 2014.intapp.com · 30 Sept 2026
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.intapp.com · 30 Sept 2026