Wednesday, March 2, 2016

Event Reminder: Webinar on Terms of Business Management

This event is proving to be quite popular: Intapp is hosting a webinar for firms looking to more effectively and efficiently manage client terms of business.

This is a critical risk issue we've covered several times. (Probably most colorfully in noting a talk by a former law firm GC who described onerous client guidelines as "Bombs Waiting in Our Files")

Session Details
With clients issuing increasingly stringent guidelines, it’s critical that firms take their compliance responsibilities seriously. This simple fact is the bedrock of the client-firm relationship – and a key ingredient to delivering client success.

But keeping up with every rule and condition across multiple clients and matters can create significant overhead for lawyers and staff — which translates to real risk.
 Webinar: Intapp Open: Terms of Business Management
  • Date: Tuesday, March 8th
  • Time: 9 am PST / 12 pm EST
  • Registration: Limited to select firms. Please email Lea Schweitzer for more information.
Intapp Innovation
Intapp Open now provides a structured approach for storing, indexing and enforcing client mandates and other firm requirements, including outside counsel guidelines, engagement letters, and other internal requirements and standards. These capabilities are available integrated with the Intapp Open for business acceptance (intake + conflicts), or as a standalone product.

Pat Archbold, head of Intapp’s risk practice, and Grace Camoglu, Senior Product Manager will provide an introduction to Intapp Open for terms of business management and discuss how firms are using the software to achieve their strategic goals.

Webinar Agenda:
Key Challenges
  • Centralization and management of client obligations
  • Visibility and cross-functional access to client terms
  • Terms enforcement
Product Features
  • Capture and categorize client terms
  • Provide transparency and accessibility
  • Enforce requirements during matter execution
  • Integrate with key firm systems
  • Report on and analyze client commitments
Benefits of Enhanced Terms Management
  • Effectively comply with client rules
  • Deliver a superior client service experience
  • Retain and expand business relationships
  • Improve profitability
  • Gain a competitive advantage
Attendance is limited to select firms. Please email Lea.Schweitzer for more information.

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