intappRisk Update

Webinar Recording — Evaluate New Business, Onboard Clients, and Monitor Relationships Throughout the Client Lifecycle. (Sponsor Spotlight)


In this month’s sponsor spotlight, Intapp is highlighting a recording of their recent webinar on their latest innovation and success on client intake, conflicts and more.

Event Description:

  • Join us to explore how firms effectively leverage OnePlace Risk & Compliance to thoroughly evaluate new business, quickly onboard clients, and easily monitor relationships throughout the client lifecycle.
  • During this webinar, you will hear from our guest speaker and Intapp client, David Monteiro, Senior Manager, Risk and Intake, Goulston and Storrs. Learn how his firm turned their risk and compliance management issues into a competitive advantage with OnePlace Risk & Compliance solutions.

Of particular note the conflicts and compliance nerds out there — [I don’t know if Intapp wants me saying “nerds” on their sponsored post, but I’m saying it, with deep affection of course] — there’s some in depth content and demonstrations of their Interactive Conflicts Report (ICR) feature and their latest enhancements to watch lists and monitoring.

I’m always a stickler for customer references and proof points. And this one delivers, with Dave Monteiro from Goulston & Storrs sharing his story. He reports:

  • They’ve been using ICR for over 36 months
  • They have a 100% lawyer adoption rate
  • That’s 200 lawyers
  • An average of 450 ICRs generated a month
  • An average duration from creation of ICR to matter opening of 30-40 minutes

Access the Complete Video Recording: Via this link