• Intapp Terms

    Deliver on client commitments

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.

See Intapp Terms in action


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

Explicit Opt-In

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

Increase billable utilization and better understand engagement costs while simplifying timekeepers’ burdens using AI, automatic time capture, and a modern user experience.


Learn more about Intapp Terms