Practical insights for professional
Intapp Terms Review and Approval Workflow
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.
Minimize risk and maximize profits
Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with OnePlace Risk & Compliance.
A quick guide to client engagement risk and compliance
Law firm business acceptance now must extend beyond initial conflicts and intake procedures and inject continuous monitoring of OCG compliance, information access controls and client corporate changes.
The business acceptance lifecycle: a comprehensive approach
Read an in-depth analysis of how Intapp can help firms across every step of the client lifecycle–from intake to conflict analysis to resource allocation.
Coming to terms with tougher client requirements
Learn why innovative firms use the power of Intapp Terms to quickly access contracts, review terms, check obligations, and track related documents.