Intapp Terms

AI-powered client obligation management for the entire lifecycle

Centralize and enforce guidelines firmwide — keeping them clear, accessible, and consistently applied at every stage.

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Top law firms trust Intapp Terms

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Maintain compliance with every client guideline

Protect revenue and client relationships by ensuring complete compliance with client requirements.

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Centralized obligations management 

Access all guideline documents and client obligations from one searchable system.

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Agentic obligation capture

Automatically capture, match, and categorize obligations the moment they arrive with Intapp Celeste.

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Automated obligations enforcement 

Improve firmwide compliance with automated rules, tasks, and alerts.

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Embedded compliance

Surface and enforce obligations in Intapp Intake, Conflicts, Time, and Billstream.

Centralized obligations management

Access all documents and obligations in one place

Find terms instantly

Store client guidelines and vendor agreements in a searchable repository.

Spot conflicting requirements

Compare vendor agreements with obligations to identify misaligned commitments.

Ask questions in plain language

Access the Celeste panel from any Terms page to ask questions and get answers linked to the source document.

Keep terms intact when documents change

Carry forward previously tagged terms when replacing a document, even when the wording has shifted.

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

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Agentic obligation capture

Accelerate reviews with agentic terms extraction and categorization

Upload OCGs straight from your inbox

Share a new guideline document from Outlook so Celeste can match it to the client, upload it, and categorize the terms.

Save hours on document review  

Automatically identify and categorize terms of business with Celeste.

Speed up approval cycles 

Route documents through automated review and approval workflows.

Surface what matters to reviewers

Generate role-based summaries via Celeste that highlight the most relevant obligations.

I can pull all of those terms very fast — much faster than before — and help the firm respond in a way that’s compliant with those terms.

Carly Numrich

Risk Counsel

Fredrikson & Byron

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Automated obligations enforcement

Protect your firm with intelligent workflows and alerts

Improve firmwide compliance

Automate acceptance and enforcement of defined terms with Celeste.

Never miss a deadline

Stay ahead of obligations by scheduling and assigning follow-up tasks.

Mitigate risk

Ease compliance with automated alerts and reminders.

Experience Intapp Terms in action

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Embedded compliance across workflows

Surface and enforce obligations across the Intapp platform

Start every matter with clarity

Automatically surface guidelines in Intapp Intake when opening new matters with current clients.

Fast-track clearance

Surface waivers and relevant obligations in Intapp Conflicts during conflict checks.

Prevent billing disputes

Enforce billing guidelines automatically in Intapp Time and during prebill review in Intapp Billstream.

File documents without leaving Intapp Intake

Upload guideline documents from Intake workflows straight into Terms component groups.

Learn more about Intapp Terms

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Why CIOs, CTOs, and innovators choose Intapp

Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.

Compliance and security

Market-leading ethical walls, confidentiality, and security for highly regulated firms

AI you can trust

Transparent AI governance with unified security controls

Integrated platform

Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows

Proven scale, innovation

Battle-tested by the world’s largest firms with ongoing platform investment  

Always-on cloud infrastructure

Azure-backed reliability with
multi-region redundancy and tested disaster recovery 

Integrations made easy

Pre-built integrations and partner ecosystem reduce IT burden and TCO

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Discover how Intapp Terms can help your firm improve compliance with unified obligation extraction, storage, and management.