Outside counsel guidelines compliance software

Intapp Terms

Manage and enforce client requirements
from a single hub

Take the guesswork out of complying with your clients’ outside counsel guidelines. Intapp Terms makes it easier for your lawyers and finance teams to adhere to client commitments by centrally documenting, distributing, and managing client terms and OCGs. With AI-assisted categorization and centralized storage, Intapp Terms makes it quick and convenient to find and comply with key client obligations.

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Create and schedule reminders about terms-based future actions

Improve outside counsel guideline compliance with Intapp Terms

Intapp Assist for Terms

Remove bottlenecks via the Ask Intapp generative AI app in Microsoft Teams

AI-powered categorization

Quickly review and identify key terms with AI that highlights potential terms

Terms-based reminders

Stay aware of client obligations and deadlines with automated reminders about future requirements

Collaborative approval workflows

Accelerate reviews and approvals with configurable workflows and automated notifications

Comprehensive obligation comparisons

Simplify compliance with same-screen comparisons of your firm’s obligations with clients and vendors

Automated contract summaries

Keep team members aware of critical terms of business with concise contract highlights

Integrated compliance

Simplify firmwide compliance with integrations that connect your Intapp and third-party solutions

Intapp Assist for Terms

Researching and waiting for answers about specific client terms costs your professionals valuable time. Intapp Assist for Terms removes bottlenecks via the Ask Intapp generative AI app in Microsoft Teams. With Ask Intapp, your lawyers and other staff can get immediate answers, along with direct links to the underlying source information.

Harness AI to speed up reviews of client terms

Intapp’s AI-assisted terms management system is an excellent solution that speeds up the review process and helps manage ongoing compliance.

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Brynn Stevenson
Risk Management Manager
Dickinson Wright

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Leading law firms trust Intapp Terms for outside counsel guidelines compliance

Learn more about Intapp Terms for OCG compliance

Blog Posts

Software helps lawyers with outside counsel guidelines

According to an October 2023 Thomson Reuters report, every law firm segment has seen their realizati...

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