Show client focus through outside counsel guideline (OCG) adherence

OCGs help you align all operations around client expectations

To fully comply with client requirements, your firm must ensure that one client's OCGs don't conflict with other clients' terms or vendor contracts.

For example, if a vendor's proposed contract provides notification of a data breach within 48 hours, but your client requires notice within 24 hours, this is the kind of terms conflict you would want to uncover before entering into an agreement with either the vendor or client.

Intapp Terms allows your professionals to see same-screen comparisons of different contracts and guidelines, making it easier to identify conflicting provisions. Once you've identified a potential conflict, you can negotiate with one of the parties to align their terms with other obligations.

OCGs, combined with Intapp Terms, enable effective client service

While OCGs are sometimes viewed as overly prescriptive, their details in fact make it easier to know what to do to meet a client's expectations - increasing your chances of retaining the client for future legal work.

It's only when a law firm doesn't have a system in place for storing and surfacing terms that their details become a liability with many costs.

Fill out the below form to learn more about how Intapp Terms helps your professionals adhere to client commitments.