Intapp Terms
Quickly identify, manage, and enforce key client requirements for easier adherence
Intapp Terms makes it easier for your firm to adhere to client commitments through efficient digital storage, distribution, and management of client contracts and obligations.
With AI-assisted categorization and centralized storage, Intapp Terms makes it quick and convenient for your teams to search for, identify, and distribute key contractual information.
Improve adherence to client commitments with Intapp Terms
Increase visibility into client terms of business to support firmwide enforcement.
Reduce review time
Accelerate reviews with automation and AI so your teams can focus on other work.
Stay up-to-date
Distribute summaries and receive timely alerts and status updates.
Drive compliance
Capture and adhere to client requirements, reducing your risk of client disputes.
Decrease document review time with AI-assisted categorization
Leading firms trust Intapp Terms
Intapp Terms
Improve visibility and enforcement of client requirements.
Timely reminders
Schedule and automate reminders about key terms and required next steps to stay ahead of requirements.
AI-assisted categorization
Save time identifying and highlighting the most important terms within documents.
Thorough document comparison
Ensure adherence more easily by comparing vendor contract terms against client agreements.
Clear contract expectations
Proactively enforce obligations by distributing contract summaries that communicate key terms to the right teams.
Configurable workflow
Enable efficient review, approval, and distribution with customized agreement workflows and notifications.
Advanced search
Type in words relevant to your work to find and access pertinent information without sifting through an entire document.
Frequently asked questions about Intapp Terms
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Firms that fail to adhere to agreed-upon terms with clients can suffer reputational and financial loss. Firms need be able to quickly access, review, and comply with agreed-upon terms and conditions. Intapp Terms lets firms digitally store, review, identify, distribute, and access key phrases within contracts, helping keep the right people informed and up-to-date.
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Firms can fully configure the type of documents that can be stored in Intapp Terms.
Schedule a demo of Intapp Terms
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