intappRisk Update

WEBINAR RECORDING— Getting Started (or Getting Serious) with OCG and Terms Management Software (Sponsor Spotlight)


In our April sponsor spotlight, Intapp is highlighting a the recording of its earlier webinar panel on managing client engagement terms: “VIDEO: Getting Started (or Getting Serious) with Software-driven OCG and Terms Management” —

Event description:

  • Law firms know that outside counsel guidelines (OCGs) are only going to increase in volume and complexity in the future — and firms will need to adopt modern tools, policies, and best practices to effectively manage those mandates.
  • Although moving away from legacy processes and technology can prove challenging for some firms, the benefits of modern OCG management tools are invaluable and can help organizations reach lasting success. That’s why many firms continue to invest in Intapp Terms.
  • Intapp Terms enables firms to effectively catalog, analyze, and comply with client mandates at scale.
  • In this webinar, a panel of independent experts will share their experiences, advice, recommendations, and tips for navigating your Intapp Terms journey — no matter what stage your firm is at.
  • Whether you’ve licensed Intapp Terms and are looking to take your practices to the next level, or you’re just starting to think about a software investment, this session will help you better prepare for your organization’s long-term success. Bring your stories, questions, and ideas to the table, and learn how you can better manage client requirements.

This webinar covered topics, including:

  • Strategies for getting started — Discover how prudent planning, expert assessment, and practice polices can put you in the best starting position.
  • Stories of scaling — Learn how firms are using Intapp Terms to effectively centralize and streamline OCG management.
  • Harnessing new horizons — Achieve active compliance across time and billing activity, and delve into data and analytics, new features, and emerging opportunities.


  • Eric Mosca, Director, InOutsource
  • David Skweres, Director, InOutsource
  • James Edwards, Director of Client Experience, Intapp
  • Martin Armstrong, Senior Product Manager, Terms, Intapp

Watch the Full Video Here.