OCG compliance
Quickly identify, manage, and enforce adherence to your client’s requirements
Take the guesswork out of complying with your clients’ outside counsel guidelines. Intapp Terms makes it easier for your lawyers and finance teams to adhere to client commitments by centrally documenting, distributing, and managing client terms and OCGs. With AI-assisted categorization and centralized storage, Intapp Terms makes it quick and convenient to find and comply with key client obligations.
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Improve outside counsel guideline compliance with Intapp Terms
Support outside counsel guidelines adherence with firmwide visibility into client terms.
Reduce review time
Accelerate the review of OCGs with automation and AI.
Stay up to date
Share and receive timely alerts and status updates automatically.
Ensure compliance
Catch compliance issues before they result in client disputes.
Harness AI to speed up reviews of client terms
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
Leading law firms trust Intapp Terms for outside counsel guidelines compliance
Intapp Terms for outside counsel guidelines
Improve the visibility of and adherence to outside counsel guidelines.
Timely reminders
Schedule and automate reminders about key terms and required next steps to maintain adherence.
AI-assisted categorization
Save time identifying and highlighting the most important terms with outside counsel guidelines documents.
Thorough document comparison
Avoid mistakenly agreeing to conflicting obligations by checking vendor terms against existing client agreements.
Clear expectation setting
Proactively inform stakeholders of obligations by distributing contract summaries that communicate key terms.
Configurable workflows
Enable efficient review, approval, and storage of client terms with customized agreement workflows and notifications.
Advanced search
Quickly find relevant information without sifting through an entire outside counsel guidelines document.
Learn more about Intapp Terms for OCG compliance
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