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Intapp Terms | Enforce client obligations everywhere Intapp Terms AI-powered client obligation management for the entire lifecycle Centralize and enforce guidelines firmwide — keeping them clear, accessible, and consistently applied at every stage. Schedule a demo Top law firms trust Intapp Terms Read our client stories Maintain compliance with every client guideline Protect revenue and client relationships by ensuring complete compliance with client requirements. Centralized obligations management Access all guideline documents and client obligations from one searchable system. Agentic obligation capture Automatically capture, match, and categorize obligations the moment they arrive with Intapp Celeste. Automated obligations enforcement Improve firmwide compliance with automated rules, tasks, and alerts. Embedded compliance Surface and enforce obligations in Intapp Intake, Conflicts, Time, and Billstream. Centralized obligations management Access all documents and obligations in one place Find terms instantly Store client guidelines and vendor agreements in a searchable repository. Spot conflicting requirements Compare vendor agreements with obligations to identify misaligned commitments. Ask questions in plain language Access the Celeste panel from any Terms page to ask questions and get answers linked to the source document. Keep terms intact when documents change Carry forward previously tagged terms when replacing a document, even when the wording has shifted. 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 Dickinson Wright Agentic obligation capture Accelerate reviews with agentic terms extraction and categorization Upload OCGs straight from your inbox Share a new guideline document from Outlook so Celeste can match it to the client, upload it, and categorize the terms. Save hours on document review Automatically identify and categorize terms of business with Celeste. Speed up approval cycles Route documents through automated review and approval workflows. Surface what matters to reviewers Generate role-based summaries via Celeste that highlight the most relevant obligations. I can pull all of those terms very fast — much faster than before — and help the firm respond in a way that’s compliant with those terms. Carly Numrich Risk Counsel Fredrikson & Byron Automated obligations enforcement Protect your firm with intelligent workflows and alerts Improve firmwide compliance Automate acceptance and enforcement of defined terms with Celeste. Never miss a deadline Stay ahead of obligations by scheduling and assigning follow-up tasks. Mitigate risk Ease compliance with automated alerts and reminders. Experience Intapp Terms in action Schedule a demo Embedded compliance across workflows Surface and enforce obligations across the Intapp platform Start every matter with clarity Automatically surface guidelines in Intapp Intake when opening new matters with current clients. Fast-track clearance Surface waivers and relevant obligations in Intapp Conflicts during conflict checks. Prevent billing disputes Enforce billing guidelines automatically in Intapp Time and during prebill review in Intapp Billstream. File documents without leaving Intapp Intake Upload guideline documents from Intake workflows straight into Terms component groups. Learn more about Intapp Terms White paper Realize the full potential of Intapp Terms Learn about several standout features and functionalities of Intapp Terms that can maximize your ROI. Legal Intapp Assist Intapp Terms Insight Benefits of proactively managing outside counsel guidelines and client terms Ensuring compliance across outside counsel guidelines (OCGs) lets firms better manage the work-to-collection cycle. Legal Intapp Terms Blog post How cloud-based software enables your firm to deliver on outside counsel guidelines A cloud-based software solution can provide law firms with the capability of centralizing outside counsel guidelines (OCGs), helping to win new clients. You firm will also be able to analyze OCGs throughout the client lifecycle, so your firm can deliver on its commitment to OCGs from day one. Legal Intapp Terms Blog post Better manage vendor terms and client commitments Legal firms must properly manage client commitments and ensure they don’t conflict with vendor terms. Intapp Terms now has new vendor terms features and capabilities to provide users with the visibility they need to ensure compliance and client satisfaction. Legal Intapp Terms Blog post Key features and functionalities of Intapp Terms that maximize ROI Learn about several standout features and functionalities of Intapp Terms that can maximize your ROI. Intapp Terms Why CIOs, CTOs, and innovators choose Intapp Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms. Compliance and security Market-leading ethical walls, confidentiality, and security for highly regulated firms AI you can trust Transparent AI governance with unified security controls Integrated platform Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows Proven scale, innovation Battle-tested by the world’s largest firms with ongoing platform investment Always-on cloud infrastructure Azure-backed reliability with multi-region redundancy and tested disaster recovery Integrations made easy Pre-built integrations and partner ecosystem reduce IT burden and TCO Schedule a demo Discover how Intapp Terms can help your firm improve compliance with unified obligation extraction, storage, and management.