Ever wondered, after all your best services and solutions, nearly “80% of clients feel uncared for” by their law firms? According to a survey by PR Newswire, 72% of attorneys believe their firm comes across as caring, while only 40% of clients agree with that assessment. This perception gap is not just a metric, but a reality that affects how your law firm interacts with clients and has a significant impact on client retention and revenue growth. Intapp Terms addresses all these gaps to create a positive impact.
It is a centralized AI-powered system designed to proactively manage the billing terms, compliance guidelines, and commitments across client matters. Intapp Terms ensure consistency, clarity, and responsiveness that showcases that you care about your client.
Learn more about how Intapp Terms works and how it integrates with various Intapp capabilities and third-party systems to create a well-connected ecosystem.
What is Intapp Terms?
Intapp Terms is a built-in product of the Intapp Platform that allows legal firms to digitally store, categorize, manage, and enforce client commitments, including outside counsel guidelines, engagement letters, financial team agreements, NDAs, and more, in a centralized hub.
Professional services and law firms can quickly retrieve a firm’s contractual information. Intapp Terms empowers firms to reduce billing errors, mitigate disputes, and improve realization rates by centralizing and automating terms management. By enhancing visibility across matters and supporting informed decision-making, these Intapp products help reinforce the client’s trust.
Key Features of Intapp Terms
Intapp Terms simplifies how legal and professional services firms manage client commitments by offering centralized visibility, intelligent automation, and configurable compliance tools. Here are the features that make it a reliable client terms management solution:
1. Centralized Client & Matter Management
Easily view clients and matters in one unified platform, complete with detailed profiles that include client information, memos, and term breakdowns. This ensures all stakeholders have consistent access to critical engagement details.
2. Document Management & Commitment Tracking
Upload, store, and manage documents such as OCGs, NDAs, and engagement letters in a secure, searchable repository. Terms are linked directly to clients or matters, ensuring obligations are tracked and applied consistently.
3. AI-Powered Tagging & Categorization
Automatically classify terms like billing, financial, prohibitions, or confidentiality. AI also highlights atypical clauses, making it easier to spot risks or deviations from standard firm policies.
4. Configurable Rules & Notifications
Professional services can set up automated rules and enforcement configurations to alert teams with missing, outdated, or non-compliant terms. Notifications prevent billing errors, missed deadlines, and overlooked compliance obligations.
5. Reporting & Analytics
Intapp Terms allows you to generate reports to track typical terms, measure compliance trends, and compare obligations across clients or matters. These insights enable you to identify risks early and implement best practices to address them.
6. Administrative Control & Flexible Layouts
Admins get access-based control while configuring layouts for detailed or summarized views. This flexibility lets users see exactly what they need to see based on their role.
Use Case for Legal Frims
Intapp Terms transform how legal and professional services capture, manage, and enforce client obligations and compliance commitments. It simplifies the complex process of managing client terms, outside counsel guidelines (OCGs), and other relevant documents, thereby avoiding disputes with clients due to non-compliance with their terms.
1. Billing Rate Adjustments
Legal firms can manage the negotiation of billing deviations, such as lower hourly rates, to ensure optimal client outcomes. Intapp Terms configure rules and reminders tied to specific clauses to ensure that mutually agreed-upon rates are consistently applied, thereby reducing billing-related disputes with clients.
2. Managing Outside Counsel Guidelines (OCGs) & NDA Variations
Client-specific NDAs or OCGs that differ from standard templates can be stored, tagged, and enforced within Intapp Terms. AI-powered categorization and document summaries help your team to comply with these unique obligations whenever required.
3. Ageement Related Alerts
Intapp Terms offers automated term-based reminders that alert your team to time-sensitive engagements, such as renewal deadlines or review periods, helping prevent commitments from lapsing.
4. Expense and Overhead Approvals
Clients that require pre-approval for certain expenses can have these constraints tagged and configured as terms. While Intapp documentation doesn’t explicitly reference expense approvals, it can flag, remind, and enforce terms via rules and notifications.
5. Staffing and Experience Restrictions
Some legal firms impose staffing rules based on seniority and qualifications. Intapp Terms’ AI categorization and rules engine allow firms to enforce these requirements at intake or staffing decision points, ensuring compliance.
Intapp Terms Integration with Intapp Products
Intapp Terms capabilities, which integrate with Intapp products such as Intapp Time and Intapp Billing, enable firms to apply client terms consistently across critical workflows, including time capture, conflicts management, and billing. Here is how the integration of Intapp Terms with other systems works:
1. Intapp Terms Integration with Intapp Time
When you integrate with Intapp Time, Intapp Terms enforces billing and time-entry rules directly at the point of capture. Law firms can configure different enforcement levels, such as warnings, confirmations, or blocks, for non-compliant entries. This integration ensures that selected billing rates, prohibited activities, or other client-specific terms are applied consistently and accurately before time is released for billing.
2. Intapp Terms Integration with Intapp Conflicts
When you integrate Terms with Intapp Conflicts, it helps firms to surface client commitments and restrictions during conflict checks. This allows firms to identify potential breaches in client terms (e.g., staffing restrictions or confidentiality clauses) before opening a new matter – reducing risk from the early stage of client engagement.
3. Intapp Terms Integration with Intapp Billstream
Integration with Billstream offers two modes: Visibility and Enforcement. Visibility enables users to view client terms directly within Billstream, ensuring that pre-bills and invoices comply with client guidelines. The enforcement mode allows legal terms to apply rules such as blocking, warning, or confirmation requirements to billing terms.
Intapp Terms Integration with Third-Party Platforms
Intapp Integration Services (IIS) integrates Intapp Terms with third-party systems , such as CRM and document management systems, to create a well-connected system. This capability of integrating with third parties extends the value of Intapp Terms for legal firms to manage client terms and contracts.
1. Intapp Terms with CRM System
Salesforce is the most commonly used CRM platform in professional services and legal firms. Integrating it with Intapp Terms provides direct visibility into client-specific terms and obligations during both the client relationship and business development stages. This ensures that teams align on billing practices, confidentiality rules, and engagement terms from the outset.
2. Intapp Terms with Firm Financial System
Elite and Aderant are two standard financial management systems commonly used by law firms. When you integrate them with Intapp Terms, it ensures that billing rules, rate adjustments, and client restrictions are consistently applied through the ecosystem. This integration reduces the likelihood of write-offs, accelerates billing cycles, and ensures that all invoices comply with client guidelines. Besides this, it enhances revenue protection and overall financial accuracy.
3. Intapp Terms with Document Management System
When you integrate the widely adopted document management system iManage with Intapp Terms, it connects client agreements, NDAs, and billing guidelines directly to your matter workflows. This simplifies the search for obligations, categorizing and making them accessible to both legal and administrative teams. This integration creates a single source of truth and streamlines document-related client commitments.
Benefits of Integrating Intapp Terms
Intapp Terms integration into your firm’s ecosystem ensures the seamless enforcement of client obligations across intake, conflicts, timekeeping, and billing workflows. This not only reduces compliance risks and billing disputes but also helps to build strong relationships with clients and gain their trust.
1. Centralized Client Obligation Management
Intapp Terms acts as a centralized hub to store, distribute, and manage all client requirements and outside counsel guidelines, ensuring consistent adherence across the firm.
2. AI Powered Categorization
Intapp Terms utilizes AI-powered categorization to automatically identify and classify contractual terms, thereby reducing manual review effort and enabling quick and accurate processing.
3. Immediate Answers with Generative AI
In Microsoft Teams, there is an “Ask Intapp” feature that enables professionals to query client terms and receive immediate answers, along with all relevant sources.
4. Proactive Compliance via Alerts and Reminders
Get notified quickly by configuring alerts and reminders tied to specific statuses, such as when a billing rate changes or a document goes into effect; you’ll receive updates to stay ahead of critical obligations.
5. Streamlined Approval Workflows
Automate and manage the review process with configurable workflows that route client term documents to relevant subject matter experts (SMEs), improving accountability and reducing bottlenecks.
6. Dual-Screen Comparison of Obligations
Compare your firm’s terms with vendor or client commitments on the same screen to simplify compliance and ease the process of understanding, identifying, and resolving conflicts.
7. Automated Contract Summaries
Intapp Terms offers concise, AI-generated summaries that provide quick insights into complex documents, tailored to your role, eliminating the need to read them all.
8. Firmwide Integration for Consistent Enforcement
Intapp Terms easily integrates with other Intapp products, such as Intapp Intake and Intapp Conflicts, as well as with third-party systems, to create a well-connected ecosystem and enable consistent enforcement of billing and risk terms across the firm.
Conclusion
In industries such as law firms and professional services, clients not only expect excellent service but also strict adherence to their agreed-upon terms and conditions. The perception difference between firms, where they believe they are meeting client needs but the client doesn’t feel it, can directly impact trust, retention, and revenue growth.
Intapp Terms fills this gap by centralizing, automating, and enforcing client commitments across every stage of the matter lifecycle. From integration with Intapp products to third-party systems, it provides firms with visibility, consistency, and proactive compliance, enabling them to build strong relationships with clients.
If you’re unsure where to start with client terms management, contact our Intapp experts to build strong relationships with your clients.
Frequently Asked Questions
1. Why should our frm use Intapp Terms?
Firms that fail to adhere to the client terms as outlined in the agreement can suffer reputational and financial losses. Firms must have a system in place that allows them to quickly access, review, and comply with agreed-upon terms and conditions. Intapp Terms acts like a digital platform where you can store, review, identify, distribute, and access key phrases within contracts, helping keep the right people informed and up-to-date.
2. How does Intapp Terms help ensure compliance with client billing guidelines?
By analyzing client documents using AI, Intapp Terms automatically adheres to billing-related terms, such as restrictions on block billing or rate thresholds, and pushes these rules to Intapp Time at the point of entry. This proactive approach to compliance reduces billing errors, write-offs, and client disputes.
3. How scalable is Intapp Terms for large firms with thousands of active matters?
Intapp Terms can be scaled smoothly across large organizations with its centralized repository, with advanced AI-driven processing and integration capabilities. Its architecture supports the automated integration of client terms across matter hierarchies and approval workflows, enabling the management of thousands of matters simultaneously.
4. How are client terms captured and updated in the system?
With AI-assisted categorization and summarization, client terms are ingested, capturing obligations directly from documents. Professional services can even compare, review, and update terms, while features like term-based reminders help maintain current and timely awareness.
5. Can Intapp Terms integrate with our time and billing systems, such as Intapp Time, Elite or Aderant?
Yes, with Intapp Integration Services (IIS), you can integrate Intapp Terms with other Intapp Time and Intapp Billstream at both the time entry and pre-billing stages. Moreover, Intapp Terms can be integrated with third-party platforms, such as Elite and Aderant, to create a well-integrated ecosystem.