Intapp Terms
Intapp Terms makes it easier for your firm to adhere to client commitments through efficient digital storage, distribution, and management of client contracts and obligations.
With AI-assisted categorization and centralized storage, it’s fast and convenient for your teams to search for, identify, and distribute key contractual information.
Remove bottlenecks via the Ask Intapp generative AI app in Microsoft Teams
Quickly review and identify key terms with AI that highlights potential terms
Stay aware of client obligations and deadlines with automated reminders about future requirements
Accelerate reviews and approvals with configurable workflows and automated notifications
Simplify compliance with same-screen comparisons of your firm’s obligations with clients and vendors
Keep team members aware of critical terms of business with concise contract highlights
Simplify firmwide compliance with integrations that connect your Intapp and third-party solutions
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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Firms that fail to adhere to agreed-upon terms with clients can suffer reputational and financial loss. Firms need be able to quickly access, review, and comply with agreed-upon terms and conditions. Intapp Terms lets firms digitally store, review, identify, distribute, and access key phrases within contracts, helping keep the right people informed and up-to-date.
Firms can fully configure the type of documents that can be stored in Intapp Terms.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
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