Intapp terms webinar: A holistic approach to managing client and vendor commitments

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 

Industry: Legal

Audience: Risk and Compliance

Product: Intapp Risk & Compliance, Intapp Terms

Speakers

• John Sharkey, Vice President and Practice Group Leader, Risk and Compliance
• Terry Sexton, Director of Risk Management and Client Intake Services, Bradley
• Martin Armstrong, Senior Product Manager

Find out more here.