Webinar Recording — Intapp Office Hours #2 (Continuing Our Focus on Risk)

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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