Practical insights for professional services firms
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...
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...
Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.