Partners’ billing and financial requirements which includes:- Proactive billing and credit control: Check InTapp time... with the firm's client onboarding platform, InTapp Intake Liaise with client regarding information/documentation...
opening matters, ensuring correct billing and client terms inputted and drafting Engagement Letters (InTapp of equivalent...
products such as InTapp (ideal), iManage Work, NetDocuments, Krystal DMS, LogicalDoc or similar. Experience working...
Strong written communication skills, especially in plain English Familiarity with Intapp Open software is an advantage Commercial...
conflict records and systems (including Intapp and blackbook) Assisting with training, policy updates, and internal... and NI preferred) Experience using Intapp or similar onboarding tools Practical understanding of conflict identification...
(SharePoint, Teams, Forms and more), ServiceNow, Space Connect - Desk Bookings, Copilot Agents and InTapp. Our purpose... with InTapp and Space Connect desk booking solutions. Comfortable working with suppliers and cross-functional project teams...
processes To add and amend data on Intapp, including contact details intermediaries, and referrals into and out of the team...
and sanctions exposure. Overseeing strategic projects, specifically focusing on the periodic review and enhancement of Intapp Open...
, Intapp, iManage). What sets this role apart You will be the first point of escalation, giving you visibility...
and AML rules Have experience using Intapp or other conflicts management tools Be able to work to deadlines...