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
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.
Products and Packages
Intapp Intake
Accelerate engagement opening, provide visibility, management, and control of new-business intake processes.
Intapp Time
Increase billable utilization and better understand engagement costs while simplifying timekeepers’ burdens using AI, automatic time capture, and a modern user experience.