Intapp Webinar: A holistic approach to managing client and vendor commitments – 9 June at 8am
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
- Analyzing changing trends in vendor terms that could impact client commitments
Speakers
- John Sharkey, Vice President and Practice Group Leader, Risk and Compliance, Intapp
- Martin Armstrong Jr., Senior Product Manager, Intapp
- Terry Sexton, Director of Risk Management and Client Intake Services, Bradley
Event Details:
Event type: Webinar
Audience: Risk and Compliance
Industry: Legal
Time & Date: 9 June 2022 | 8–9am PT/11am–12pm ET/4–5pm BST
Click here to register
