Outside counsel guidelines compliance software

OCG compliance

Quickly identify, manage, and enforce adherence to your client’s requirements

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.

Create and schedule reminders about terms-based future actions

Improve outside counsel guideline compliance with Intapp Terms

Reduce review time

Accelerate the review of OCGs with automation and AI.

Stay up to date

Share and receive timely alerts and status updates automatically.

Ensure compliance

Catch compliance issues before they result in client disputes.

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.

Brynn Stevenson
Risk Management Manager
Dickinson Wright

Intapp Terms for outside counsel guidelines

Timely reminders

Schedule and automate reminders about key terms and required next steps to maintain adherence.

AI-assisted categorization

Save time identifying and highlighting the most important terms with outside counsel guidelines documents.

Thorough document comparison

Avoid mistakenly agreeing to conflicting obligations by checking vendor terms against existing client agreements.  

Clear expectation setting

Proactively inform stakeholders of obligations by distributing contract summaries that communicate key terms. 

Configurable workflows

Enable efficient review, approval, and storage of client terms with customized agreement workflows and notifications. 

Advanced search

Quickly find relevant information without sifting through an entire outside counsel guidelines document. 

Schedule a demo

Speak with a legal industry expert

Fill out the form and someone will be in touch to provide a demo.

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.

cloud infrastructure icon

Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

Learn more about our cloud infrastructure
cloud infrastructure icon

Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

Learn more about our data architecture
cloud infrastructure icon

Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

Conversational query
Ask AI for answers — and get near-instant results — using everyday language.
Learn more about our Applied AI strategy