Intapp Intake

6.5easy start · #12of 24
in Legal Workflow Automation Software

Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web.

Intapp Intake is ranked #12 of 24 in legal workflow automation software on The Geeks Club. It runs on Android, iOS, Web.

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: Yes
Approval routing: Yes
Document assembly: Yes
API access: Yes
Audit logs: Yes
Single sign-on: Yes

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The record

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

Where it ranks on The Geeks Club

Best Legal Workflow Automation Software in 2026#12 of 24

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Sources

intapp.com/intake/· checked 30 Sept 2026
intapp.com/intake/third-party-data-integrations/· checked 30 Sept 2026
intapp.com/mobile-app/· checked 30 Sept 2026
intapp.com/cloud/security/stewardship/· checked 30 Sept 2026
intapp.com/contact-us/· checked 30 Sept 2026
intapp.com/About/· checked 30 Sept 2026