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

Downloadable

Realize the full potential of Intapp Terms

  • Legal
  • Intapp Assist
  • + 1 more
Learn about several standout features and functionalities of Intapp Terms that can maximize your ROI.

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Insights

Benefits of proactively managing outside counsel guidelines and client terms

  • Legal
  • Intapp Terms
Ensuring compliance across outside counsel guidelines (OCGs) lets firms better manage the work-to-collection cycle.

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Blog Posts

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

  • Legal
  • Intapp Terms
A cloud-based software solution can provide law firms with the capability of centralizing outside counsel guidelines (OCGs), helping to win new clients. You firm will also be able to analyze OCGs throughout the client lifecycle, so your firm can deliver on its commitment to OCGs from day one.

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Blog Posts

Better manage vendor terms and client commitments

  • Legal
  • Intapp Terms
Legal firms must properly manage client commitments and ensure they don’t conflict with vendor terms. Intapp Terms now has new vendor terms features and capabilities to provide users with the visibility they need to ensure compliance and client satisfaction.

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Blog Posts

Key features and functionalities of Intapp Terms that maximize ROI

  • Intapp Terms
Learn about several standout features and functionalities of Intapp Terms that can maximize your ROI.

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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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