Gain visibility into client terms to promote compliance with confidence.

Save time, mitigate risk, assure enforcement and remain in compliance of your firm’s obligations using a structured, AI-powered approach to terms management. Store, categorize, and analyze client guidelines leveraging powerful workflows to ensure the right people are involved in the approval process.

Let Intapp Terms do the work with AI terms categorization, document comparison, advanced search, and integration to risk products, ensuring mitigation throughout the client lifecycle.

Centrally store, view, manage and report on client terms
Automatically capture and categorize terms with assisted AI
Facilitate terms review and approval with powerful workflow
Analyze trends and identify outliers
Surface key terms in downstream systems

Intapp Terms

by Intapp