During a recent webinar, “Managing OCGs and Client Commitments with Intapp Terms,” John Sharkey and Kristian Uggla explored the features of Intapp Terms, and explained how the software helps firms integrate data as well as improve efficiency and transparency.

Leading firms have turned to AI and machine learning technology to enhance their processes. Read our top tips for successful accounting and consulting AI implementation.

Managing formal client commitments has become a permanent administrative function, and it’s essential that firms both establish clear roles and create processes to fully comply with these obligations.

It’s tough to implement new business procedures for an area as complex as client commitment management Managing a law firm’s formal client commitments have become a permanent administrative function. Technology can help enhance business processes associated with the management of these client commitments. Discover the various steps your firm should take to successfully bring your new administrative responsibility to life.

The management of commitments made to clients — via standard engagement letters, outside counsel guidelines, billing guidelines, etc. — is one of the key areas of law firm risk management. One of the most important aspects of managing these commitments is to ensure that they are reviewed and approved by key subject-matter experts (SMEs) and stakeholders from different areas in the firm.