Intapp Intake

What Intapp Intake is

Intapp Intake is an onboarding system for accounting, consulting, and legal organizations with regulated intake requirements. It uses Celeste to capture onboarding details, assess risk, and coordinate approvals and setup. Celeste can extract information from shared emails and files, prepopulate requests in Outlook, validate entries, and recommend enhancements. Dynamic workflows can vary according to risk profile, firm policy, jurisdiction, and service line. The system tracks regulatory exposure, conflicts, anti-money-laundering obligations, and independence requirements beyond initial onboarding. It integrates with Intapp Conflicts, Intapp Terms, and Intapp Walls, plus third-party sources for firmographic and corporate-tree information. The Intapp 2.0 mobile app provides access on Apple App Store and Google Play devices; users can create, approve, submit, share, and delegate 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. Intapp says customer data remains in the geographic region selected by the client and describes encrypted external communications using TLS 1.2 or better.