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Managing OCGs and Client Commitments with Intapp Terms

Come learn how your firm can more easily manage OCGs and client commitments using the power of Intapp Terms. Our experts will demo the product, with a special emphasis on new features including review workflow, enhanced search capabilities and comparison features, and a host of other advancements.

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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.

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Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time

Managing law firm OCGs has become a permanent administrative function, and it’s essential that firm lawyers and staff understand — and comply with — their obligations. Success requires the collaboration of subject matter experts from a broad range of disciplines, centralized management, clearly mapped and articulated business processes, and technology that supports evolving requirements.

Read the White Paper

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Keep Cool and in Compliance: Tackling Client Commitments One Step at a Time

Intapp Terms enables firms to gain visibility into increasingly complex and demanding client terms of business to promote enforcement with confidence. Intapp helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

Download the whitepaper

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webinar

Intapp Terms Community of Success Hour

Watch this session with Intapp Terms product experts Makaylia Roberts Binkley, AJ Ratnaparkhi, and James Edwards as they discuss how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

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brochure

OnePlace Risk & Compliance

OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.

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Risk Management Survey

Law firm risk management continues to increase in complexity. Explore key trends in how firms organize their risk teams and invest in technology to meet these growing challenges.

Dowload Content

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premium content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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article

Streamlined business acceptance: You can get there

What if you could connect all the analysis, systems, and people involved in business acceptance? Flip through this article to learn how you can streamline evaluations and compliance with a unified approach.

8 MIN READ

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article

Modern business acceptance arrives: automated client terms and strategic-fit compliance

What if you could make new business evaluations multi-dimensional and continuous? Flip through this article to learn how to incorporate new risk factors and ongoing monitoring into your business acceptance.

8 MIN READ

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Risk management for the entire client lifecycle

Discover the complete, continuous solution to meet today’s business acceptance challenges

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Business acceptance

Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.

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demo

Intapp Terms

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

SEE DEMO

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ebook

5 big trends changing law firm business acceptance

Read the five global legal trends that are testing the limits of even the best new business acceptance models.

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Minimize risk and maximize profits

Leading firms now leverage firm-wide risk and strategic scoring and ongoing monitoring with OnePlace Risk & Compliance.

5 MIN READ

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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.

5 MIN READ

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case study

Leveraging Intapp Terms to mitigate risk and deliver superior client service

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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.

7 MIN READ

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Business acceptance: a balancing act

Accepting new business is always a careful decision, but firms don’t have to choose between speed and security anymore. Learn how Intapp can help evaluate clients more efficiently.

5 MIN READ

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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.

5 MIN READ

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