intappRisk Update

Webinar — Managing Client OCGs, Terms of Engagement and Vendor Commitments (Sponsor Spotlight)


In this month’s sponsor spotlight, Intapp is highlighting their upcoming webinar on managing client and vendor commitments with Intapp Terms.

Date & Time: June 9, 2022 | 8–9 a.m. PT/11 a.m.–12 p.m. ET/4–5 p.m. BST

Registration: Via this link

Event Description:
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

For more details and to register: “Intapp Terms Webinar: A Holistic Approach to Managing Client and Vendor Commitments.”