Intapp Terms

Intapp Terms

Deliver on Client Commitments

Solutions

OnePlace

Risk & Compliance

Terms

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.

Terms Compliance

AI-Based Categorization

Terms Review

Advanced Search

Industry Awareness

Enforce and Comply with Client Terms

Enforce engagement terms by automatically communicating policies to stakeholders, disseminating commitments across departmental workflows, and proactively enforcing key terms within Intapp Intake, Intapp Conflicts, Intapp Time, and other Intapp solutions.

AI-Based Categorization of Client Terms

Use AI to help identify, capture, and auto-categorize terms from multiple sources, with the ability to prioritize the terms considered most important to the success of your engagements.

Ensure the Right People Review and Approve Relevant Terms

Enable streamlined review, approval, and negotiation of client guidelines with powerful workflow that supports your specific processes. Automatic notifications inform key subject-matter experts and prompt them to respond via email or within Intapp Terms.

Find and Show Individual Terms in Containing Document

Quickly search for relevant client commitment documents. Display terms in context by highlighting and linking to relevant sections of client documents.

Support for Common Industry Contract Types

Benefit from built-in understanding of key industry contract types, including Outside Counsel Guidelines, negotiated engagement letters, side letters, and more.

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

VIEW THE VIDEO

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 Intake

Accelerate engagement opening, provide visibility, management, and control of new-business intake processes.

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Intapp Time

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

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Resources

Legal

The business acceptance lifecycle: a comprehensive approach

Products: Intapp Conflicts, Intapp Intake, Intapp Terms, Intapp Walls

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.

7 MIN READ