Intapp Terms is a SaaS platform designed for professional services firms to efficiently manage client contracts, obligations, and requirements in a centralized digital environment. The platform leverages AI-assisted categorization and document summarization to automatically capture, classify, and surface key terms from outside counsel guidelines, engagement letters, and other client documents. Intapp Terms streamlines the review, approval, and negotiation of client guidelines through configurable workflows, enabling teams to analyze trends, identify compliance risks, and proactively address outlier terms. Integration with other Intapp risk and business acceptance products, as well as firm document systems, ensures that contractual obligations are visible and enforceable throughout the client lifecycle. The system supports advanced search, document comparison, and reporting, helping firms maintain compliance, reduce risk, and deliver consistent client service.

Key Features

Centralized Contract and Terms Repository Stores and manages all client contracts, obligations, and requirements in one location.

• Digital storage and distribution of contracts and guidelines
• Centralized access for firmwide visibility

AI-Assisted Categorization and Summarization Automatically identifies and classifies key terms and obligations.

• AI-driven extraction and categorization of contract terms
• Document summarization for quick review

Advanced Search and Document Comparison Enables efficient retrieval and analysis of contractual information.

• Powerful search across all stored documents
• Version comparison with highlights of modified, removed, or new terms

Configurable Review and Approval Workflows Streamlines the process of reviewing and approving client terms.

• Automated routing to relevant stakeholders
• Workflow customization for firm policies

Integration with Risk and Business Systems Connects with other Intapp and firm systems for end-to-end compliance.

• Surfaces key terms in downstream systems (e.g., time entry, conflicts checks)
• Integrates with document management and risk products

Reporting and Trend Analysis Provides insights into client commitments and compliance risks.

• Trend analysis and outlier identification
• Customizable reporting for audits and management

Benefits

Improved Compliance and Risk Mitigation Ensures firmwide adherence to client commitments and reduces risk.

• Centralized visibility of obligations
• Automated compliance checks and alerts

Operational Efficiency Reduces manual effort in managing and reviewing contracts.

• Automated categorization and search
• Streamlined approval workflows

Enhanced Client Service Supports consistent and proactive client engagement.

• Quick access to key terms and requirements
• Informed negotiation and service delivery

Audit Readiness and Transparency Facilitates reporting and documentation for regulatory and client audits.

• Comprehensive audit trails
• Customizable reports