Gain visibility into increasingly complex and demanding client terms of business to promote enforcement with confidence. Intapp Terms centralizes and streamlines storing, categorizing, and approval-routing of client mandates, enabling your firm to effectively deliver on the promises it makes.
Increase client satisfaction
Capture and deliver on client expectations.
Maximize realization
Eliminate client-rejected bills and write-offs.
Boost efficiency
Leverage automation, AI, and machine learning so your staff can focus on the most strategic work.
Support compliance, minimize risk
Reduce the risk of billing disputes and loss of client trust.
If the client, in the position they’re in, and in-house and the pressure they’re under, knows that not only did we get your outside counsel guidelines, but we’ve read it, we’ve digested it, we’ve negotiated with you, and we’re federating that out so you don’t get any surprises — that puts us in a better situation with risk mitigation and the client relationship.
Mike Guernon, Director of New Business and Conflicts,
Orrick, Herrington & Sutcliffe
We are very concerned about outside counsel guidelines. However, reviewing each and every client requirement is time-intensive and can be challenging, especially with limited resources. 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
See Intapp Terms in action
DEMO
Discover how 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
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Products and packages
Intapp Conflicts
Addresses conflict-of-interest risk so decisionmakers have better context to make informed business-acceptance decisions.
Intapp Intake
Accelerate engagement opening, provide visibility, management, and control of new-business intake processes.
Intapp Walls
Centrally control, monitor, and report on the entire confidentiality lifecycle. Walls offers an automated approach that limits access to sensitive matters across applications without impacting user productivity or convenience.
Intapp Time
Intapp Time captures activities and tracks work in real time against engagement budgets to prevent overruns and capture the true value of your engagements.
Intapp Billstream
Intapp Billstream offers a modern, cloud-based automated prebilling solution designed to help professional services firms integrate, automate, and accelerate prebill processes.
Resources
The business acceptance lifecycle: a comprehensive approach
Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.
Coming to terms with tougher client requirements
Learn why innovative firms use the power of Intapp Terms to quickly access contracts, review terms, check obligations, and track related documents.