Client contract management for professional services firms

Intapp Terms

Quickly identify, manage, and enforce key client requirements for easier adherence

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.

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Quickly view a document’s key terms from the dashboard

Improve adherence to client commitments

Intapp Assist for Terms

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

AI-assisted 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.

Decrease document review time with AI-assisted categorization

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

Leading firms trust Intapp Terms

Learn more about Intapp Terms

Insights

Benefits of proactively managing outside counsel guidelines and client terms

  • Legal
  • Intapp Terms
Transcript: Outside counsel guidelines (OCGs) and client terms are becoming more and more complex for firms to manage. There’s a series of clauses involved that […]

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Blog Posts

How cloud-based software enables your firm to deliver on outside counsel guidelines

  • Legal
  • Intapp Terms
One of the most important ways a law firm can win new clients — and retain old ones — is by demonstrating its commitment to […]

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Blog Posts

Better manage vendor terms and client commitments

  • Legal
  • Intapp Terms
Law firms are constantly struggling to keep up with the growing volume and complexity of client commitments. To stay ahead of the competition, firms must […]

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Frequently asked questions about Intapp Terms

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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Intapp Intelligent Cloud

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.

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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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Partner ecosystem

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