• Resources

    Practical insights for professional
    services organizations

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Legal

Manage Client Requirements and Compliance with Intapp Terms

Client guidelines are more complex and demanding than ever, and failing to comply can put your client relationships, reputation, and bottom line in jeopardy. Yet many firms lack visibility into client terms and are unable to enforce agreements which can impact relationships and...

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Legal

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...

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Legal

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...

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Legal

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...

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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...

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Legal

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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Legal

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.

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Accounting, Capital Markets

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Legal

Risk management for the entire client lifecycle

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

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Accounting, Capital Markets

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.

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Legal

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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Legal

Minimize risk and maximize profits

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

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Legal

Leveraging Intapp Terms to mitigate risk and deliver superior client service

Mike Guernon, Orrick’s Director of New Business Intake & Conflicts, discusses the firm’s innovative approach to managing outside counsel guidelines with Intapp’s Chief Product Officer, Thad Jampol.  

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Legal

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.

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Legal

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.


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