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Intapp Terms Implementation and Consulting for Outside Counsel Guidelines Management

Adopt purpose-built software to manage outside counsel guidelines (OCGs) from intake through billing.   

  •  Accelerate review of OCGs during business intake. 
  •  Centralise client requirements and standardise review and exceptions.
  •  Identify and manage exceptions to firm policy and client guidelines.
  •  Enable quick searching and deeper analysis of compliance requirements using existing business intelligence tools. 
  •  Apply accepted terms across matter execution and billing workflows, with related information security controls. 
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  • Incorporate billing requirements directly into time capture software to prevent billing rejections and support faster payment and higher realization. 
  •  Work with experienced advisers on terms management approaches and best practice. 
  •  Improve client satisfaction while reducing operational risk.
Business Delivery and Client Service

Intapp Terms Implementation and Legacy OCG Data Import Projects

InTapp

Why Epiq for Intapp Terms Implementation and Consulting for Outside Counsel Guidelines Management

Process and import legacy OCG documentation into Intapp Terms using a predefined taxonomy of 99 standardised terms across five obligation categories.

Process and import legacy OCG documentation into Intapp Terms using a predefined taxonomy of 99 standardised terms across five obligation categories.

Integrated expertise spanning contracts analytics, invoice management, and client guideline practices, supported by enterprise delivery experience across the Intapp suite.

Integrated expertise spanning contracts analytics, invoice management, and client guideline practices, supported by enterprise delivery experience across the Intapp suite.

Proven experience embedding OCG rules across business intake, information security, and time entry.

Proven experience embedding OCG rules across business intake, information security, and time entry.

Extensive knowledge of Intapp solutions, integration, and change management best practice.

Extensive knowledge of Intapp solutions, integration, and change management best practice.

Expertise across the Intapp platform, integrating adjacent firm needs, including conflicts management and the billing lifecycle.

Expertise across the Intapp platform, integrating adjacent firm needs, including conflicts management and the billing lifecycle.

Ongoing managed service support for terms management workflows, data taxonomy, and training after go live.

Ongoing managed service support for terms management workflows, data taxonomy, and training after go live.

Speak with an Intapp Terms expert. 

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