Intapp Intake
5.0 out of 5 stars
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Intapp Intake Reviews & Product Details

Intapp Intake Overview

What is Intapp Intake?

Intapp Intake accelerates the opening of new business, while managing regulatory, financial, and reputational risks, and aligning client selection with your firm strategy. The cloud-based solution helps you onboard clients and accept new engagements faster by automating intake workflows and streamlining data management. Intapp Intake is part of OnePlace for Risk solutions that support you to thoroughly evaluate new business, onboard clients quickly, and monitor relationships over time.

Intapp Intake Details
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Intapp Intake Community
Product Description

Intapp Intake is a business acceptance solution that helps law firms to manage new business intake process, engagement terms, and conflicts.

Seller Details
Seller
Intapp
Company Website
Year Founded
2000
HQ Location
Palo Alto, CA
Twitter
@intapp
2,667 Twitter followers
LinkedIn® Page
www.linkedin.com
494 employees on LinkedIn®
JH
Overview Provided by:
Joscelyn Herzberg
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Intapp Intake Reviews

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Dominic B.
DB
Billing Specialist
Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Describe the project or task the provider helped with:

Intapp Open have helped us to be more organized when opening, closing, and editing a matter Review collected by and hosted on G2.com.

What do you like best?

Intapp Open is great for filing, and record keeping. It helps us to be on top of things when other users request to close, open, and edit matter details. The software also helped us understand certain requests from other users by using templates compared to composing an email, which will sometimes be different from person to person. This time, by using this product, we now have a systematic way of sending requests. Review collected by and hosted on G2.com.

What do you dislike?

There's nothing I don't like about this product. This product is great and helped us be more productive and organized. Our main goal using this product is to track who send requests to edit our matters and this product has met our expectations. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

It's a great tool for additional added organization within the company. If you are looking to add another level of organization and be able to track all requests regarding matter editing, closing, and re-opening, I highly recommend this product. This product helped us with our day to day task and made our day easier and faster. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are glad that we were able to use Intapp Open. This helped us be more productive and organized with our day to day tasks. Now, we were able to track every requests that comes our way. All in all, this produst is great and I definitely would recommend this to others. Review collected by and hosted on G2.com.

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Seth M.
SM
Medical Scribe
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

Opening new matters for client. Review collected by and hosted on G2.com.

What do you like best?

The continuity with the form. I like the multiple choice/short answer questions. Review collected by and hosted on G2.com.

What do you dislike?

The drop down menus are sometimes hard to locate. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Be thorough when providing answers to new client questions. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

I am able to open up new client matters for attorney approval. Review collected by and hosted on G2.com.

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OL
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Describe the project or task the provider helped with:

Intapp is very helpful when it comes to submitting and keeping track of conflicts form. Review collected by and hosted on G2.com.

What do you like best?

My company recently switched to Intapp and I honestly think it has been an upgrade. It has become much easier to submit conflicts than the previous system, and it's very easy to keep track of the progress of my submitted requests. Review collected by and hosted on G2.com.

What do you dislike?

I have nothing negative to say about Intapp. It has done everything I wanted it to do. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

10/10 recommend. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The biggest benefit with Intapp for me is saving time. The time it takes to submit conflicts has drastically decreased and I have Intapp to thank for that. Review collected by and hosted on G2.com.

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