Intapp Intake
Expedite lateral hire onboarding
Accelerate the onboarding and risk assessment of your next lateral hire with a secure digital workflow — eliminating the need for re-keying information. Craft a customizable questionnaire that candidates can complete externally, on their own time. Then, automatically distribute the candidate’s information among team members for conflicts review and marketing promotion.
Onboard lateral hires faster with Intapp Intake and securely integrate external information into your internal system
Proactive management
Gain early access to client and lateral data for informed decision-making.
White-glove experience
Empower the lateral hire to upload data at their convenience and all in one place.
Simplified onboarding processes
Collect information all at once and reduce internal administrative burden.
Accelerate lateral hire onboarding and expand your business
Secure data collection
Provide a unique, external login environment for the candidate to enter their data.
Onboarding process automation
Integrate the external information into firm systems for processing and review.
Configurable questionnaires
Build dynamic forms to efficiently and accurately capture data.
Risk and AML scoring
Define risk-based criteria to automatically score and apply approval and escalation routing.
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Intapp Intelligent Cloud
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
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Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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