Deliver on client commitments
Gain visibility into increasingly complex and demanding client terms of business to promote enforcement with confidence. Intapp helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.
Increased client satisfaction
Capture and deliver on client expectations.
Eliminate client-rejected bills and write-offs.
Limit unnecessary growth of team to handle growing client terms.
Reduce the risk of billing disputes and loss of client trust.
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.
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 Intake, Conflicts, Time, and other Intapp applications.
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.
Identify trends with intelligent analytics
Identify the most often agreed-to client terms by category, enabling the analysis of the frequency of the terms, their variations, and other firm trends.
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 it in action now
In this 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
Accelerate engagement opening, provide visibility, management, and control of new-business intake processes.
Time enables firms to increase billable utilization and better understand engagement costs, while simplifying timekeepers’ burdens using AI, automatic time capture, and a modern user experience.
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.