Intapp Open for Terms of Business Management

With clients issuing increasingly stringent guidelines, it's critical that firms take their compliance responsibilities seriously. But keeping up with every rule and condition across multiple clients and matters can create significant overhead for lawyers and staff — which translates to real risk.

Intapp Open now provides a structured approach for storing, indexing and enforcing client mandates and other firm requirements, including outside counsel guidelines, engagement letters, and other internal requirements and standards. This session covers:

Key Challenges

  • Centralization and management of client obligations
  • Visibility and cross-functional access to client terms
  • Terms enforcement

Product Features

  • Capture and categorize client terms
  • Provide transparency and accessibility
  • Enforce requirements during matter execution
  • Integrate with key firm systems
  • Report on and analyze client commitments