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How to Fix Site Issue in Intapp Intake

Overview

This article explains how to resolve a specific site issue in Intapp Intake where a Request errors during the “Creating Bill Payers…” step.
The resolution involves validating the client/site information in the source system, re‑running a Party Sync, and updating the Bill Payer details within the Request.

Symptoms

You may encounter one or more of the following:

  • The Request errors at Creating Bill Payers…
  • The Party or Address information appears incorrect or incomplete
  • The site data has updated in the source system but has not flowed through to Intapp Intake
  • Risk Review cannot progress due to Bill Payer validation failures

Cause

This issue is typically caused by outdated or mismatched Party/Address data between the firm’s practice management system and Intapp Intake. When an updated site or address is not yet synced, Intapp cannot validate the Bill Payer against the master data source.

How to Fix the Issue

Step 1 — Verify the Correct Site in the Source System

  1. Open the site/client record in your PMS (e.g., Aderant, Elite, SAP).
  2. Identify the correct Site and Address that should be linked to the Request.
  3. Take a screenshot of the correct address information for reference.
    (You will use this later to confirm the Bill Payer details.)

Step 2 — Run a Party Sync in Integration Builder (IB)

  1. Go to Integration Builder.
  2. Run the Party Sync rule.
  3. When prompted, enter the same Party Number as seen on the Request.
    • Be sure to remove any leading “P” if the number is formatted like P12345.

This will pull the latest site/address information into Intapp Intake.

Step 3 — Update the Request in Intapp Intake

If the error was “Creating Bill Payers…”:

  1. Move the Request back to Risk Review.
  2. Scroll to the Bill Payer section.
  3. Remove the existing Bill Payer.
  4. Re‑add the Party as the Bill Payer.
  5. When prompted to select an address:
    • Choose the newly synced address from the list.
    • Confirm all details match the screenshot you took earlier.

Step 4 — Re-submit the Request

  1. Save changes.
  2. Submit the Request again through the workflow.
  3. The Request should now progress past Creating Bill Payers… without error.

Tips & Best Practices

  • If site/address details frequently fail to sync, schedule more frequent Party Sync jobs.
  • Always ensure users select the latest address after a sync.
  • Keep screenshots in the ticket or case notes for audit and troubleshooting.

Troubleshooting

If the issue continues:

  • Confirm that the Party number matches the PMS record exactly
  • Verify that the Integration Builder sync completed successfully
  • Check whether the Party is linked to multiple addresses requiring manual selection
  • Consult your technical team to confirm if the sync rule requires an update