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Intake Intelligence Overview

Leveraging InOutsource’s cross-functional expertise in Intapp Intake and Conflicts, analytics, and the broader risk management best practice landscape, Intake Intelligence provides firms with a standard set of reports and dashboards that can be further extended and customized to meet their organization’s specific needs.

Built on Microsoft Power BI, and supporting Intapp both on-premises and in the cloud, this solution enables firms to get data-driven answers to critical questions about intake turnaround timing, volume patterns, team productivity, exceptions management, and more. 

It presents not only aggregated, departmental-level summaries, but also breakouts and drill-downs across key criteria including: practice groups, matter profiles, geographies, and staff resources. Best of all, firms can deploy the solution and start surfacing new insight in just a few weeks.

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