products, primarily Intapp Integration Service (IIS)/Boomi. The Solutions Advisory Director will work in collaboration... to engage with clients to help them achieve success with their integrated Intapp solutions. In this capacity, you will serve...
with making Intapp client/matter changes such as adding/amending client addresses, third party payers and making changes to agreed...
solutions to complex issues. Technical Proficiency: Experience with Microsoft Office tools, and familiarity with Intapp...
London office - Have experience working with Intapp - Have a clear and relevant understanding of the professional rules...
and managing the opening of new matters within Intapp with regard to conflicts and compliance Acting as an internal consultant... of Intapp to the business Required experience Previous experience with Intapp in a professional services environment...
in, or ability to learn Outlook, Concur, Workday, CMS, InTapp. Ability to manage / prioritise tasks Be a proactive member of the team...
regulations. Experience with Intapp is desirable but not essential. Strong attention to detail and ability to handle multiple...
and Conditions Register and Engagement Letter Register in Intapp Terms. Prepare and present reports to the management regarding the...
of interest checks using the Intapp Open database. Develop a solid understanding of the SRA Code of Conduct rules, including...
with Intapp would be desirable for this role but is non-essential. Some responsibilities: Assess CDD information relative...