Intapp Terms is a SaaS platform designed for professional services firms to centrally store, categorize, and manage client contracts, outside counsel guidelines (OCGs), and other client obligations. The system leverages AI for automated categorization, advanced search, and document comparison, enabling teams to quickly identify, review, and distribute key contractual information. Intapp Terms integrates with other firm systems and workflows, providing a single source of truth for client commitments throughout the client lifecycle. The platform supports compliance by surfacing relevant terms at critical workflow points, such as billing and conflict checks, and offers workflow automation for review, approval, and negotiation of client guidelines. The addition of generative AI features, such as Ask Intapp, allows users to query client obligations conversationally and receive immediate, context-aware answers, further reducing research time and administrative burden.

Key Features

AI-Assisted Categorization and Search Automatically categorizes and indexes client terms and obligations.

• Uses AI to extract and classify terms from contracts and guidelines
• Enables fast, firmwide search and retrieval of key information

Centralized Storage and Management Provides a single repository for all client contracts and obligations.

• Stores OCGs, vendor contracts, and client requirements
• Supports version control and document comparison

Workflow Automation Streamlines review, approval, and negotiation processes.

• Customizable workflows for compliance and negotiation
• Engages relevant stakeholders automatically

Generative AI Querying (Ask Intapp) Delivers immediate answers to contract-related questions.

• Conversational interface via Microsoft Teams
• Reduces research time for legal professionals

Compliance and Risk Management Surfaces key terms at critical workflow points.

• Integrates with billing and conflict check systems
• Identifies compliance risks and outliers

Integration with Firm Systems Connects with document management and other Intapp products.

• Ensures terms are visible and enforceable across workflows

Benefits

Improved Compliance Ensures adherence to client requirements and reduces risk.

• Surfaces obligations at the right time
• Reduces missed commitments

Increased Efficiency Automates manual processes and reduces administrative workload.

• Fast search and retrieval
• Automated categorization and workflow

Enhanced Visibility Provides a firmwide view of all client obligations.

• Centralized reporting and analytics
• Identifies trends and compliance risks

Reduced Research Time AI-powered querying and search deliver instant answers.

• Less time spent reviewing documents
• More time for client service

Better Client Service Supports proactive management of client relationships.

• Ensures commitments are met
• Improves client satisfaction