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About

Diligent Workflow is a market-leading workflow solution designed to streamline secure management, approval, compliance and storage of sensitive or regulatory documents. By automating document and media creation, Diligent Workflow improves efficiencies in project management, approval, distribution, archiving and audit trail of all your policy documents, contracts, RFPs and external-facing content and announcements. See how Diligent Workflow’s features can automate your approval processes to improve efficiency & transparency in document and content creation.

About

Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that need a workflow solution for secure management, approval, compliance and storage of sensitive or regulatory documents

Audience

Enterprises in search of a solution to assess client risk and onboard new businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Diligent
Founded: 1994
United States
www.diligent.com/landing-pages/workflow

Company Information

Intapp
Founded: 2000
United States
www.intapp.com/intake/

Alternatives

Alternatives

CorpIntake

CorpIntake

PaayaTech Inc.

Categories

Categories

Board Management Features

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Integrations

Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop

Integrations

Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
Claim Diligent Workflow and update features and information
Claim Diligent Workflow and update features and information
Claim Intapp Intake and update features and information
Claim Intapp Intake and update features and information