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.
Eliminate client-rejected bills and write-offs.
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.
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
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,
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
Products and packages
Addresses conflict-of-interest risk so decisionmakers have better context to make informed business-acceptance decisions.
Accelerate engagement opening, provide visibility, management, and control of new-business intake processes.
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.
The business acceptance lifecycle: a comprehensive approach
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.
Coming to terms with tougher client requirements
Learn why innovative firms use the power of Intapp Terms to quickly access contracts, review terms, check obligations, and track related documents.