Ensure compliance and streamline management of client requirements with Intapp Terms
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