List of Intapp Intake Customers
Palo Alto, 94306, CA,
United States
Since 2010, our global team of researchers has been studying Intapp Intake customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Intapp Intake for AML, Fraud and Compliance from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Intapp Intake for AML, Fraud and Compliance include: JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion, Baker Botts L.L.P, a United States based Professional Services organisation with 1725 employees and revenues of $752.0 million, BDO Canada, a Canada based Professional Services organisation with 4100 employees and revenues of $690.0 million, Sandberg, Phoenix, & Von Gontard, a United States based Professional Services organisation with 218 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using Intapp Intake, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Intapp Intake customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Baker Botts L.L.P | Professional Services | 1725 | $752M | United States | Intapp | Intapp Intake | AML, Fraud and Compliance | 2017 | InOutsource |
In 2017, Baker Botts L.L.P implemented Intapp Intake as part of an Intapp Open deployment in the AML, Fraud and Compliance category for new business intake and conflicts management. The firm moved core intake and conflicts workflows to the Intapp secure cloud to improve agility, mobility, and risk aware onboarding across its US and global offices, with Intapp announcing the selection in September 2017.
The technical deployment centered on Intapp Intake and the conflicts capability, with configuration of intake form templates, automated conflicts checking, routing and approval workflows, and role based access controls. Implementation design emphasized secure cloud tenancy, centralized intake orchestration, and configurable workflow rules to support fee earner intake, conflicts clearance, and compliance review sequences.
InOutsource was engaged to plan and execute the cloud implementation, handling cloud migration activities and phased live rollouts that extended the operational coverage to the firm’s US and international offices. Operational scope covered new business intake, conflicts resolution, and risk screening processes, aligning intake workflows with firm governance and partner level approvals.
Governance changes focused on centralizing intake oversight and standardizing conflict check procedures, with process controls moved into the Intapp secure cloud to enable mobile access and consistent compliance enforcement. The deployment of Intapp Intake in the AML, Fraud and Compliance category aimed to institutionalize risk aware onboarding and streamline firm wide intake and conflicts workflows without specifying measured outcomes.
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BDO Canada | Professional Services | 4100 | $690M | Canada | Intapp | Intapp Intake | AML, Fraud and Compliance | 2025 | Harbor Global |
In 2025 BDO Canada implemented Intapp Intake for AML, Fraud and Compliance to centralize client onboarding and engagement acceptance across its Canadian operations. Intapp Intake is used to manage accounting firm client onboarding and acceptance workflows and to improve data accuracy for the firm wide acceptance process.
The deployment focused on intake workflows, standardized data capture for client and engagement profiles, configurable approval routing and embedded risk assessment and client screening capabilities common to intake platforms. Configuration emphasized audit trails and role based approvals to support governance of acceptance decisions and to reduce manual handoffs in the client and engagement acceptance lifecycle.
The implementation was carried out by Harbor Global and went live in January 2025, with the system deployed as the firm wide intake mechanism across BDO Canada. Operational scope covers client and engagement acceptance across the firm in Canada and supports centralized case intake, documentation capture and decision orchestration for partner and compliance reviewers.
BDO Canada reported improved data accuracy and streamlined client and engagement acceptance processes, with the Intapp case study citing a 38% efficiency improvement and the firm processing more than 5,000 acceptances per month since going live in January 2025.
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JP Morgan (Asset Management & Private Wealth Management) | Banking and Financial Services | 15000 | $13.2B | United States | Intapp | Intapp Intake | AML, Fraud and Compliance | 2016 | n/a |
In 2016, JP Morgan (Asset Management & Private Wealth Management) implemented Intapp Intake to support AML, Fraud and Compliance onboarding workflows. Intapp Intake was applied within the Asset & Wealth Management organization, with operational focus on Private Bank client onboarding for the South Region US Private Bank Advisors and the Phoenix Hub, and it directly supported AML/KYC onboarding and KYC business functions.
The Intapp Intake deployment was configured to standardize intake workflows, document capture and validation, KYC data collection, and escalation routing to Compliance, reflecting typical intake and case management capabilities used by onboarding officers. Operational users included AML/KYC Onboarding Officers and Associates who partnered with client-facing banker teams and KYC Officers to collect required legal documents and validate documentation against regulatory and internal policies. Adoption occurred alongside Docusign and AO Connect at the Phoenix Hub and was reinforced through practitioner forum participation, employee engagement committee involvement, and local training and leadership, establishing formal escalation and governance touchpoints between onboarding teams and Compliance.
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Professional Services | 218 | $25M | United States | Intapp | Intapp Intake | AML, Fraud and Compliance | 2022 | n/a |
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