Thursday, March 17, 2016

It’s (Risky) Business Time: Webinar Recording on Managing Terms of Business




For those that missed the live presentation, a recording is now available of the recent webinar on managing terms of business with Intapp Open.

With clients issuing increasingly stringent guidelines, it's critical that firms take their compliance responsibilities seriously. 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.

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. This session covered:

Key Challenges
•    Centralization and management of client obligations
•    Visibility and cross-functional access to client terms
•    Terms enforcement

Key Product Capabilities
•    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

Click here to access the recording (which runs about 20 minutes).

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