• Intapp Terms

    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.

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


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

"*" indicates required fields

Explicit Opt-In

Products and packages

Intapp Conflicts

Addresses conflict-of-interest risk so decisionmakers have better context to make informed business-acceptance decisions.

Intapp Intake

Accelerate engagement opening, provide visibility, management, and control of new-business intake processes.

Intapp Walls

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.

Intapp Time

Intapp Time captures activities and tracks work in real time against engagement budgets to prevent overruns and capture the true value of your engagements.

Intapp Billstream

Intapp Billstream offers a modern, cloud-based automated prebilling solution designed to help professional services firms integrate, automate, and accelerate prebill processes.


Learn more about Intapp Terms