It’s imperative that firms develop a comprehensive strategy for managing client commitments, as well as provisions within that strategy to mandate efficient management, provide visibility and insights, ensure compliance, and maintain customer satisfaction. That strategy must ensure thorough management of vendor agreements — and that the commitments within those agreements don’t conflict with client commitments.
Join this webinar to learn how your firm can ensure compliance with client commitments using new vendor terms functionality in Intapp Terms. This feature will give your firm a holistic understanding client commitments and gain visibility into vendor terms — a critical part of that understanding.
As part of new vendor terms functionality in Intapp Terms, firms can leverage 17 out-of-the-box templates and create custom documents. You’ll gain the ability to streamline vendor management, including:
- Uploading signed vendor contracts
- Ensuring users see only documents and terms relevant to their work
- Curating summaries of key contracts information
- Analyzing changing trends in vendor terms that could impact client commitments
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Speakers
John Sharkey
Vice President and Practice Group Leader, Risk and ComplianceJohn Sharkey
Vice President and Practice Group Leader, Risk and Compliance
Intapp
With more than 30 years of legal industry experience, John leads Intapp’s Risk and Compliance practice. Prior to joining Intapp, John co-founded Chase Technologies, Inc., a records management and conflicts software company, and served as its president for nearly a decade before selling the company. He also held sales leadership roles with MDY Advanced Technologies and CA Technologies. As employee number 40, John has helped Intapp grow into the industry leader it is today.
Terry Sexton
Director of Risk Management and Client Intake ServicesBradley
Terry Sexton
Director of Risk Management and Client Intake Services
Bradley
Terry Sexton is the Director of Risk Management and Client Intake Services at Bradley Arant Boult Cummings. He has more than 15 years of experience as a licensed lawyer, helping national and global law firms manage risk related to the practice of law. In his role, Sexton leads the operational departments that administer internal risk controls in the areas of conflicts, client and matter intake, information governance, and third-party risk management.
Martin Armstrong
Senior Product ManagerMartin Armstrong
Senior Product Manager
Intapp
Martin Armstrong is a Senior Product Manager at Intapp. His tenure at Intapp has spanned roles in product development, consulting, and implementation services. Armstrong has deep domain expertise in risk and compliance, contract lifecycle management, and obligation management. He previously served as a Product Manager at DocuSign and held various leadership roles at Baker McKenzie. Armstrong holds a bachelor’s degree from the University of Michigan and a Master of Business Administration degree from the University of Chicago Booth School of Business.