Intapp Terms Video

DEMO

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes. Enjoy peace of mind knowing your firm is capturing, communicating, and ensuring compliance with requirements across the client lifecycle. With Terms, you can:

• Identify and categorize terms using sophisticated AI and machine learning algorithms.
• Quickly search, send notifications, and automatically alert stakeholders to changes and deadlines.
• Communicate policies, ground rules, and “do’s and don’ts” and disseminate commitments across key workflows.

See it in action now.