Date: May 7, 2020
By popular demand, our second Intapp Office Hours event continued our risk discussion.
This interactive webinar and live training focused on Intapp OnePlace for Risk (Intake, Conflicts & Terms), sharing lessons from our team (which has executed over 600 successful Intapp projects for over 250 firms).
We reviewed and demonstrated:
• Client scoring and pricing assessment
• Lateral intake
• Managing Client Instructions
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