Date: May 7, 2020
By popular demand, our second Intapp Office Hours event will continue our focus on risk.
This interactive webinar and live training focused on Intapp OnePlace for Risk (Intake, Conflicts & Terms). Our team has executed over 600 successful Intapp projects for over 250 firms.
We’ll review and demonstrate:
- Client scoring and pricing assessment
- Lateral intake
- Managing Client Instructions
We’re also expecting and encouraging Q&A from the community on anything, including:
• Workflow process & form design
• Conflicts searching & reporting
• Mobility and adoption strategies
• AI-powered smart conflicts
• And other “How To” questions