Transforming Business Development - The Data Quality Dilemma

Strategies for Ensuring Profitable Pricing During COVID-19

Intapp practice group leaders Alan Conway and Jill Nelson hosted a webinar with trio of industry experts from Legal Success Consulting. Together, they provided rich insights into the importance of using data to align strategy and policy for building a strong pricing framework.

Transforming Business Development - Cross Selling

Tackling the Wicked Problem (part 7) Managing Risk

Installment seven of Intapp’s Guy Adams’ exploration of how successful law firms tackle the ‘wicked problem’ of achieving continued success: consistently managing risk.

Transforming Business Development - Protect Your Core

How Savvy Law Firms Surface New Opportunities and Provide Better Service Using Client Satisfaction Surveys

Andrew Hutchinson, Practice Group Leader for Marketing and Business Development at Intapp, sheds light on how law firms can use client satisfaction surveys as a vehicle to surface incremental matter opportunities and improve client service.

Trickle down the lane: Truly connecting with clients helps everyone

Intapp President and Chief Client Officer Dan Tacone offers advice on how to foster genuine connections to enable true client satisfaction.

Five Best Practices that Drive Successful Deployment and Firmwide Adoption for New Technologies

Chris Whitmore, Practice Group Leader for the Marketing and Business Development group at Intapp, provides first-hand insight on the steps required to ensure user buy-in when implementing and deploying new technologies.

Six Key Trends Professional Services Firms Should Seize to Capture Share in the Private Equity Sector

Recent findings from the DealCloud Dealmaker Pulse Survey reveal hidden opportunities for professional services firms to secure business and expand matters and engagements in the private equity sector.

Spring 2020 Virtual Legal Conference Highlights: The Times are Ripe for Technology Investment

Jennifer Roberts, Senior Manager of Strategic Research at Intapp, recaps spring 2020 conferences and events, spotting some noteworthy trends for legal-industry technology.

Four Key Components of Successful Legal CRM Transformation [Webinar Recap]

Intapp’s Ryan McCrosson and Wilson Allen’s Anne Reavis share best practices for law firms considering CRM transformation as a means to strengthen connections with clients in order to drive growth.

Tackling the Wicked Problem - Talent Development (part 6)

How do successful law firms tackle the ‘wicked problem’ of achieving continued success? Guy Adams explores the fifth of 7 key areas, consistently developing talent

Finding Yourself in OCG Hell? Here’s a Clear Way Out

Daragh McLaughlin, Intapp Risk and Compliance Practice Group Leader for EMEA, sums up how technology can take the drudgery out of manually capturing and categorizing OCGs.

Using AI for a Smarter Approach to Conflicts Clearance

Sarah Smithline, Sr. Director of Product Marketing, introduces the use of AI assistance within the traditional conflicts clearance process to decrease manual review and accelerate human effort.

How firms gain competitive advantage with a global risk management strategy and technology platform

Meg Block, Vice President of Risk Consulting at Intapp, explains how professionalizing the conflicts staff role can build the necessary infrastructure for firms to successfully create an integrated global footprint.

How law firm marketing and business development teams use gamification to kick-start engagement

Andrew Hutchinson discusses how to build a gamification strategy to help spur engagement and tighten alignment among your marketing and business development teams.

Tackling the Wicked Problem - Increasing Profit (part 5)

How successful law firms tackle the ‘wicked problem’ of continued success. Guy Adams explores the fourth of seven key areas: consistently increasing profit.

From P3 to 3Cs: Building community, collaboration, and camaraderie with LVN (the Legal Value Network)

Jill Nelson, Senior Director for OnePlace for Finance, applauds the inception of LVN, a new visionary organization for legal business leaders during these challenging times.

Analysis: Q1 ’20 Legal Market Performance in the Realm of COVID-19

Jennifer Roberts, Senior Manager of Strategic Research at Intapp, analyzes internal and external research and reports on the past quarter’s results in the face of the global pandemic.

Introducing the Intapp Flow Client Care Program

In response to the COVID-19 pandemic, Intapp is offering Intapp Flow free of charge for a full year. This includes five new automated workflows as well as the opportunity to create custom workflows using Intapp Flow free for 6 months. In addition, the Intapp Professional Services team can support customization and implementation at 50% off service rates for a limited time.

Post Pandemic Paradigm: the future of law firms

With the world stagnated like never before, law firms have had a glimpse at a potentially exciting new future, if they can understand and respond to the challenges. Guy Adams and Mark Brandon speak with practising lawyers and law firm leaders, to gather their thoughts on the future implications and opportunities for the industry.

Navigating law firm pricing strategies in uncertain times: Nurture client relationships while mitigating firm risk

Stuart Dodds, Co-founder and Principal of Positive Pricing, outlines six measures pricing teams should be implementing to ensure sustainable profitability over the long term.

Crisis to Opportunity: Ushering in the Era of the Connected Firm

The connected firm will create a whole that is greater than the sum of its parts. Pam Smith, SVP of Strategic Marketing discusses how the COVID-19 crisis presents firms with the opportunity to elevate the capabilities of its people, processes, data and technology to work more collaboratively.

Tackling the Wicked Problem - Growing Revenue (part 4)

How do successful law firms tackle the ‘wicked problem’ of continued success? Guy Adams explores the third of 7 key areas, consistently growing revenue.

Thanks to COVID-19, Your CRM Content is Now Obsolete

How to maintain the health of your CRM database in the COVID-19 era? Todd Miller shares best practices for database hygiene to give your firm an edge at a time when it needs every possible advantage.

Tackling the Wicked Problem - Firm leadership and the continued success conundrum (part 3)

How do leading firms tackle the ‘wicked problem’ of being continuously successful? Guy Adams explores the second of 7 key areas, the importance of consistently delivering client success.

Law firm leaders report lower morale and now expect longer COVID-19 impacts

The latest Intapp Pulse survey highlights three critical shifts in the ways legal leaders expect the coronavirus pandemic to affect their firms’ business.

Tackling the wicked problem - Firm leadership and the continued success conundrum (part 2)

How do leading firms tackle the ‘wicked problem’ of being continuously successful? GuyAdams explores the first of 7 areas, the importance of defining and reviewing the firm’s ‘go-to-market’ approach.

Tackling the wicked problem - Firm leadership and the continued success conundrum (part 1)

Achieving success for firms is a ‘wicked problem’ for leadership teams with no linear answer. Guy Adams outlines 7 areas that leading firms consistently consider to develop better answers.

WFH (with kids) hacks from the professional services community (Part III)

Four Intapp employees talk about their biggest challenges, personal hacks, and favorite parts of working from home with their kids (WFHWK) during COVID-19.

2020 law firm trends to watch, including the impact of COVID-19

Jennifer Roberts, Senior Product Marketing Research Manager discusses key 2020 law firm trends, as reported by the 2020 Georgetown and Peer Monitor State of the Industry and the Citi Hildebrandt Client Advisory Survey plus how the impact of COVID-19 is accelerating digital transformation in legal.

WFH hacks from the professional services community (Part II)

Our work from home blog series (WFH) continues with benefits, challenges, and personal tips from professional services influencers from accounting, consulting, and legal services. Commentary from Sebastian Hartmann, Gina Rubel, and Anne Reavis.

5 ways the best leaders are adapting to our changing environment

What are the 5 key ways that firm leaders can adapt to the changing environment as a result of COVID-19? Guy Adams provides 5 actionable tips and strategies firm leaders can start employing now to reap long term benefits.

Firm leaders now see severe impacts ahead as COVID-19 pandemic deepens

Pam Smith, SVP of Strategic and Product Marketing, shares the results of the most recent weekly Intapp survey, where firm leaders weigh the effect of the novel coronavirus on their operations.

How to use your legal CRM to drive client growth

Two legal CRM experts look into practical ways law firms can address people, process, and technology variables to fuel firm growth by using their legal CRM. Practical questions around talent, experience, and relationships are addressed.

WFH hacks from the professional services community (Part I)

WFH pros and novices from the professional services community weigh in on the new normal when working virtually during COVID-19. They share personal work from home tips, challenges, and photos of their home offices.

Taking the pulse of law firm leaders: The impact of COVID-19

Intapp fielded a study surveying law firm leaders on the effects of COVID-19 to understand—in real time—how law firms are responding, and to share best practices and findings with the broader legal community.

Five steps to improve your independence compliance process

Jey Purushotham, Senior Product Manager serving the accounting industry, discusses the need for a more holistic approach to protecting your firm against independence violations in five steps.

Briefing Frontiers 2020 Legal IT Landscapes – the client as the center focus of innovation

Jennifer Roberts, Intapp Senior Product Marketing Research Manager provides top IT highlights and trends for law firms from the Briefing Frontiers 2020 Legal IT Landscapes report. Innovation rises as a common theme for law firms – and Jennifer talks about ways they can get there.

Finnegan wins 2019 Mid-Atlantic Your Honor Award

Terra Liddell, CMO of Finnegan, Henderson, Farabow, Garrett & Dunner, LLP, talks about the importance of selecting the right technology to drive firmwide adoption and improve business outcomes.

Pricing for profitability: Moving the needle on the pricing maturity model

Intapp Senior Director of OnePlace for Finance, Jill Nelson and Toby Brown, Chief Practice Management Officer from Perkins Coie discuss where profitability, technology and function converge to help pricing and legal practice management teams provide firm-wide scale, increase profitability, improve operations, and effectively harness data.

Leveraging data analytics to stem client attrition

Jennifer Roberts discusses key themes from the 2020 Legal Executive Institute Marketing Partner Forum, with a focus on the client as a central takeaway. Using data analytics proved central to achieving a client-first strategy.

Aligning technology with client needs to drive business growth

Michael Warren, Vice President at Wilson Allen, describes three key factors for making investments that yield bigger dividends for marketing and business development teams.

Account Based Marketing (ABM) at law firms is the way forward

Claire Darling, VP, Growth Marketing, Intapp; Kristin Melville, Sr. Director, Global Account Based Marketing, Intapp; and Jennifer Johnson, Founder and CEO, Calibrate Legal discuss the role of today’s modern legal CMO and the techniques and technologies they need to master in order to drive firm growth.

Legal marketing professionals have spoken, technology must deliver!

A recent legal marketing survey conducted at Legal Marketing Organization (LMA) regional events reveals a legal CMO’s top challenges.

The journey (client experience) is as important as the destination (client success)

What are the secrets of achieving client success? Guy Adams, PGL, Leaders & Partners Practice outlines why firms should optimise a client’s journey vs. just focusing on the end result.

Getting ahead of the legal marketing talent shortage

Jennifer Johnson, Founder & CEO of Calibrate Legal, explains how savvy leaders can build tactical advantages for their firms when adding headcount to their marketing and business development teams.

Finding the holy grail: on-demand billing

John Schneider, Vice President of Product Marketing, provides hints for firms to get to the holy grail of on-demand billing via a comprehensive time-management approach.

The important role of people and data in today's modern accounting firm

What are the top hurdles and opportunities for today’s modern accounting firm? Accounting risk professionals voice their opinions on important issues such as business acceptance and continuance.

How to make the most of your CRM in 2020

Darryl Cross, Practice Group Leader, Leaders & Partners Practice, Intapp and Christopher Raymond, Practice Group Leader, Marketing & Business Development, Intapp discuss the long term advantages of setting up a modern CRM for today’s law firms. They broach topics such as CRM data selection/cleansing best practices, CRM implementation best practices and more.

Better timekeeping helps firms win more business

John Schneider, Vice President of Product Marketing, reveals the impact of data-driven metrics used by clients to evaluate firms — and how a better timekeeping approach can mitigate the damage.

Increasing profitability through value-based pricing

Value-based pricing can be a powerful strategy for your firm. John Callahan, Vice President and Practice Group Leader for Intapp, discusses the benefits and ways to succeed with high-engagement clients.

How the Ebbinghaus forgetting curve relates to lawyers

Devin O’Leary,  Director, Practice Group Leader – OnePlace for Finance, explains how lawyers’ memories often fail when it comes to reconstructing time spent on multiple matters. He explains this circumstance from a scientific viewpoint, using a theory known as the Ebbinghaus forgetting curve.

The next level of enterprise confidentiality and compliance for law firms

John Sharkey, Intapp Vice President and Risk Practice Group Leader, reveals the unfortunate impact of security threats inside the law firm and how confidentiality management software can help protect firm data and ensure client compliance.

Improving client experience and success through a sector strategy

Guy Adams explores the benefits that clients and law firms enjoy when taking a focused sector approach such as gaining specific market reputation, improving client service delivery, commercial awareness, networking, and technical expertise.

What can true AI do for timekeeping?

Not all timekeeping AI is created equal. Laura Chu explores how true embedded AI can provide a comprehensive solution for capturing more time for law firms, ensuring compliance to client billing terms.

The secret to key client account planning is not what you think

Why does key client account planning get a bad rap in the legal community? Guy Adams, Practice Group Leader at Intapp highlights the benefits of an outside-in approach to key client account planning and why it works.

5 keys to success for consulting firms in the fourth industrial revolution

Today’s consulting firms face challenging market pressures that are forcing them to consider new ways of growing their business. Intapp’s Steve Davis outlines 5 keys to success  consulting firms should consider, which hinge on using smart technology.

Drive better business decisions through data analytics

Ron Friedmann, Chief Knowledge & Information Officer at LAC Group discusses the ripe opportunity for law firms to use data analytics to drive more business and profitability. He talks about the importance of using both internal and external data to drive better decision making.

Survey: Are RFPs for legal services on the rise?

What are the newest trends within law firms and corporate legal departments when using RFPs to select and hire outside counsel? Intapp in partnership with Persuit and ALM Intelligence conducts a new survey about the legal RFP process, and you can get the results.

How RPA is transforming the accounting industry

Why is robotics process automation (RPA) presenting huge opportunities for the accounting sector? Intapp Practice Group Lead, Bradley Cotton uncovers 3 key was that accounting firms can start gaining value from RPA now.

5 obstacles to attract and retain clients + winning strategies

Business development guru and founder of RainmakerVT, Mike O’Horo talks about the 5 key hurdles firms face when trying to attract and retain clients. Mike also discusses ways firms can work on strengthening their business development strategies and win new business.

AI: The “secret sauce” to accurately pricing engagements

Laura Chu, Principal Product Marketing Manager, Intapp talks about modern approaches to accurately pricing legal matters and engagements by leveraging AI & machine learning technologies.

How should firms select a secure cloud service provider?

Thomas Hadig, Intapp’s Company Security Officer discusses the importance of selecting a secure and compliant cloud service provider for professional services firms – getting into specific criteria that should be used for evaluation and selection.

7 signs of an innovative marketing leader

Jennifer Johnson Scalzi and Gordon Braun-Woodbury of Calibrate Legal reveal the 7 essential signs of an innovative marketing and business development leader in professional services that go beyond just generating creative ideas.

High-value uses cases for a global member firm database

Jey Purushotham, Intapp Senior Product Manager explores high-value use cases, such as strategic business development, for building a firm-wide global client database.

5 keys to a legal professional's career satisfaction

Jennifer Johnson Scalzi, Founder and CEO of Calibrate Legal discusses the 5 key things legal professionals look for to achieve career satisfaction.

Co-founder, Dan Harsell tells Intapp's history

Co-founder and Senior Vice President of Technology, Dan Harsell talks about Intapp’s rich history including how and why the company was founded, its first customers, early-set culture, friendships (untold stories and factoids) – and more!

Your curated guide to ILTACON 2019

Check out Intapp’s curated guide to navigating ILTACON19. This guide includes a speaking session round-up on AI in Action, CRM Compliance and Cloud Modernization, as well as the best places to mix and mingle, see fireworks and win fun prizes.

Opportunities gained from improved risk management

How can innovative firms utilize the centralized risk model to not only increase efficiency and improve risk management, but to also open up strategic business opportunities?

Chief marketing officers as change agents

Practice Group Leader, Firm Management, Darryl Cross uncovers the importance of the Chief Marketing Officer in sparking successful change in law firms – helping to drive firm growth and profitability.

The explosion of data science spells opportunity

Jennifer Roberts, Manager of Strategic Research at Intapp discusses the key role data science plays in the legal sector and the lessons other industries can lend to help maximize ROI on data investment.

Getting to know Tim Smith, formerly of OnePlace, now at Intapp!

We talk to Founder and former CEO, OnePlace, Tim Smith about his professional and personal inspirations, as well as his hopes and dreams for his new role to grow the Marketing and Business Development practice at Intapp.

How do you turn your firm's data into valuable client intelligence?

Solutions Architect, Sagar Shukla discusses big benefits for firms when they unify the client lifecycle such as gaining collective intelligence and having powerful tools such as client health indexes and scores at their disposal.

Firms adopt a global approach to risk management

This is the first of a two-part series examining the results of the 2018 Intapp risk staffing survey including key trends found in large and small law firms – as well as the role technology and third-party tools.

What are the hot buttons for today’s legal CMO?

Jennifer Johnson Scalzi of Calibrate Legal talks to us about the key themes surfacing for legal CMOs in today’s modern firms including how to get a set at the table, how to effectively collaborate and how to strategically plan.

Video tour of DealCloud's new offices

Implementation Associate, Kripa Shah gives a behind-the-scenes video tour of the newly opened DealCloud/Intapp offices in Charlotte, NC.

AICPA ENGAGE 2019: accounting “pushes the boundaries”

The American Institute of Certified Public Accountants recently held their annual conference, ENGAGE 2019, in Las Vegas. “Push the Boundaries of Growth” was this year’s theme, as “digital transformation” is gaining momentum.

Why professional services need better pricing models

A look into why firms are looking at modern technology to leverage past data and outcomes to improve accuracy and profitability in their pricing endeavors.

Legal pricing trends and how far we've come

Stuart Dodds and Colin Jasper of Positive Pricing discuss the 4 key trends around pricing in the legal sector including new professional pricing functions, the importance of collaboration and the role that technology plays.

3 practical ways data analytics are transforming law firms

Business and client development strategist, Julie Savarino delves into the role that data analytics play in supporting lawyers, practice groups and firms on a day to day basis to drive revenue, cost savings and profit.

How can firms grow strategically without sacrificing profits?

Jennifer Roberts, head of strategic research at Intapp talks about how today’s professional services firms can grow clients strategically but at the same time efficiently, to maximize profits.

How technology drives marketing intelligence and efficiency

Management consultant and professional services expert, Kim Tasso discusses the impact modern technology has  on marketing intelligence and efficiency in professional services firms.

Is it time to reevaluate your firm’s CRM?

Award-winning business and client development strategist, Julie Savarino talks about the importance of adopting a modern, fully integrated CRM and its benefits for law firms and professional services firms.

3 ways data initiatives help marketers drive change

Jennifer Johnson Scalzi and Kathryn Whitaker of Calibrate Legal explore the importance of using data-driven initiatives to drive marketing change including optimized investments, maximized influence, and a report on performance.

Drive successful marketing programs for professional services

Intapp talks with professional services expert and industry influencer, Kim Tasso who sheds light on how to build and execute a successful marketing strategy for today’s modern professional services firm.

Law-firm pricing and the shift to AI-enabled strategies

There have been multiple shifts in law-firm pricing strategies in the past decade, with the current trends focusing on AI and machine learning.

Law firm conflict clearance, Part 3: how to make the move to centralization

This is part of three in a blog series about moving to a centralized model for conflict clearance. 

Build growth for your accounting network while improving compliance

Thanks to a constellation of challenges, global accounting networks and their member firms must provide enhanced levels of regulatory transparency and establish high standards of integrity and objectivity.

Strategic benefits of time-capture technology for accounting firm profitability

Learn how to address information gaps that leave valuable business intelligence and significant revenue on the table.

Why time-tracking technology is essential for winning business today

Learn why clients look at law firm timekeeping technology when awarding new business.

Five predictions for the legal industry in 2019

In 2019 firms have abundant opportunities for progress.

Law firm pricing is evolving. Are you ready?

Today’s clients want more transparency and value when they engage with law firms. The pricing rules of the game have changed—but technology can help.

Law firms confront the regulatory mirror to evolve business acceptance

Law firms look into the mirror to detect new-client regulatory risks during and after business acceptance.

Getting strategic about law firm business acceptance

An emerging frontier: aligning law firm new business with firm strategic plans.

Rainmaking storms pelt business acceptance teams

Rainmaking lawyers constantly pelt business acceptance teams with urgent evaluation requests. Is it sustainable?

The talent competition and timekeeping technology

To win and keep talent, law firms must use technology to relieve lawyers of mundane administrative tasks.

Bridging the gap with Intapp and D&B

Firms need to deal with the end of life of D&B FTP, Intapp makes easy for them.

A better approach for law firm RFPs

The arrival of an RFP often signals the beginning of a “drop everything and go” response.

Outside counsel guidelines propel business acceptance adaptations

Outside counsel guidelines now govern billing and other parameters in legal services. How are law firms coping?

Timekeeping advances capture law firm COOs’ and CFOs’ attention

Law firms are discovering that “compliant time” captures more billable hours and lowers OCGs-related write-offs.

Law firm conflict clearance, Part 2: why the centralization shift makes (dollars and) sense

Firms large and small are considering a move to a centralized clearance of conflicts.

Survey says: new business is top priority for law firms

The majority of the firms surveyed said that winning new business was the top growth priority for their firm.

A curious source for improved law firm financial performance

Law firms looking for continued improvements in financial performance are finding help in curious places. One such place is business acceptance. Client evaluations and intake can help prime the realization rate, revenue, and profits pump.

How accounting firms can maximize revenue outcomes with total time management

Automated time tracking solutions improve efficiencies, inform better pricing and resource allocations.

The race is on--but most law firms aren’t investing in technology fast enough

Most law firms are not investing in technology fast enough to remain competitive and meet client demands.

Law firm conflict clearance, part 1

Law firm conflict clearance, part 1: today’s top conflict clearance models.

Why law firm new business acceptance is no longer a ‘won and done’

So what are law firms to do in a world of new business acceptance complexity?

Technology advancement rules at ILTACON 2018

Last week’s ILTACON validated that the confluence of technology and the legal industry is accelerating rapidly.

Intapp announces professional services platform

The AI-powered platform helps increase profitability and manage risk.

Client centricity: The role of pricing in legal sales

Legal pricing strategies must evolve as clients demand more value.

Legal marketing transformation – data, people and process

Here’s how law firms can compete for a piece of the dwindling pie.

Intapp integrates technology and information across the client life cycle

Firms adopting the platform enjoy a competitive advantage.

3 trends in pricing and pitching new legal work

Client development and service strategist, Julie Savarino discusses key trends for firms to consider when pricing and pitching new legal work including not-to-exceeds, involving procurement professionals and the move to predictive pricing.

How a modern professional services firm drives marketing ROI

Global Head of OnePlace Solutions, Sagar Shukla discusses how to leverage your firm’s data across disparate systems to turbo charge your marketing efforts and drive ROI.

What firm leaders need to know about DAC6

Daragh McLaughlin, EMEA Risk and Compliance Practice Group Leader, discusses the implications of DAC6, the E.U. tax-transparency directive for professional and financial services firms.