Blog
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.
Blog
Tackling the Wicked Problem - Managing Risk (part 7)
How do successful law firms tackle the ‘wicked problem’ of continued success? Guy Adams explores the seventh of 7 key areas, managing risk.
Blog
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.
Blog
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.
Blog
Tackling the Wicked Problem - Managing Risk (part 7)
How do successful law firms tackle the ‘wicked problem’ of continued success? Guy Adams explores the seventh of 7 key areas, managing risk.
Blog
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.
Opinions from Intapp and industry thought leaders
Dale Bornstein
CEO
M Booth CEO Dale Bornstein is a passionate and accomplished integrated marketing specialist.
After serving more than 25 years at Ketchum, Bornstein took the reins of M Booth and led the firm’s drive to integration and expansion, deepening and building new capabilities, and recruiting best-in-class talent, resulting in the agency’s most successful period of client acquisition and revenue growth. M Booth has won more than 50 industry awards since Bornstein joined the agency, and was recognized as one of the Top 3 Agencies of the Decade. The firm recently entered the healthcare sector with the acquisition of Health Unlimited U.S. (rebranded as M Booth Health).
Bornstein is a tireless culture-bearer, fostering a creative, entrepreneurial, fun, and rewarding work environment that has been recognized multiple times as one of the industry’s “Best Places to Work” and “Best Mid-Sized Agencies.” She serves on the board of directors for Dress for Success, a global nonprofit that empowers women to achieve economic independence, and PR Council, an industry association representing more than 100 agencies. She has also been a key member of the Strategic Advisory Council for the Department of Communications at Cornell University, her alma mater, since its inception in 2005.
Bornstein was included in both the Innovator 25 list and Top 50 Power list 5 times over the last 5 years. In 2018, she was honored by the Plank Center for Leadership in Public Relations for her commitment to mentoring and inducted into the PRWeek Hall of Femme. She was also named an Outstanding Alumni in 2013 by Cornell University and earned the Department of Communication’s Outstanding Service Award in 2016.
Mitch Zuklie
CEO
Mitch Zuklie serves as Chairman and Chief Executive Officer of Orrick. Under Zuklie’s leadership, the firm has pursued a strategy to become a leading advisor to the global technology and innovation, energy and infrastructure, and finance sectors. Financial Times named Orrick the Most Innovative Law Firm in North America in 2016, 2017, and 2018. Fortune also selected the firm among the “100 Best Companies to Work For” 3 years in a row.
Named by Chambers USA as an “eminent practitioner,” Zuklie is an experienced business and legal advisor who has completed hundreds of venture capital financings and numerous public offerings, mergers, acquisitions, and licensing transactions. He counsels technology companies at all stages of their lifecycles, as well as their founders, advisors, and investors.
Zuklie has led the firm’s portfolio approach to innovation, including the transformation of its West Virginia operation into a center for analytics and innovation, the launch of Orrick Labs to develop customized technologies, and the creation of partnerships with leading innovation initiatives in the industry. He has also led the firm’s entry into new markets, including Boston, Santa Monica, Houston, Austin, and Geneva.
Zuklie serves on the boards of the Leadership Council for Legal Diversity and the Berkeley Center for Law and Business, and on the advisory boards of the Stanford Law School Center on the Legal Profession and the Harvard Law School Center on the Legal Profession. He is also a member of the Board of the Wild Salmon Center.
Jennifer Leonard
Chief Innovation Officer
Jennifer Leonard is Penn Carey Law’s Chief Innovation Officer and Executive Director of the Future of the Profession Initiative (FPI). She advances the law school’s cutting-edge educational and thought leadership efforts by developing projects that educate law students and alumni about the skills and knowledge lawyers need to thrive in a rapidly shifting professional landscape.
FPI additionally identifies opportunities to engage Penn Carey Law students and creative thinkers from across disciplines in designing solutions that make broader legal systems accessible to clients and civil litigants. Leonard teaches Innovation in Practice: Design Thinking for Legal Professionals.
Before assuming her current role, Leonard served as Associate Dean for Professional Engagement and Director of the Center on Professionalism at Penn Carey Law. She previously served as Chief of Staff to the City Solicitor of Philadelphia, as well as a litigation associate with a Center City Philadelphia law firm and as a judicial law clerk.
Leonard graduated from Penn Carey Law in 2004 and from Penn State University, with high honors, in 2000.
Natalie Papaj
Senior Manager, Global Communications and Public Relations
Natalie specializes in internal and external communications and has 15 years experience in the technology market. At Intapp, she leads media relations, social media, analyst relations and internal communications. Natalie earned her bachelor of science degree in journalism from West Virginia University.
Nigel Riley
General Manager, Risk and Compliance Solutions
Nigel leads the risk and compliance solutions business at Intapp. In this role, he is responsible for setting strategy and driving growth for Intapp risk products, which address the unique challenges facing financial and professional services firms. Prior to joining Intapp, Nigel served as COO of JP Morgan Chase’s global conflicts function, where he led strategic and technology initiatives. In all, he spent 15 years working in various technology and COO roles within JP Morgan Chase’s investment banking business in London, Hong Kong, and New York. Nigel earned his bachelor’s degree in history from the University of Birmingham, and holds certification from Pragmatic Marketing.
Natalie Papaj
Senior Manager, Global Communications and Public Relations
Natalie specializes in internal and external communications and has 15 years experience in the technology market. At Intapp, she leads media relations, social media, analyst relations and internal communications. Natalie earned her bachelor of science degree in journalism from West Virginia University.
Meg Block
Vice President, Risk Consulting
Meg is a recognized thought leader, bringing more than 25 years of management consulting experience to professional service firms. She joined Intapp in 2014 and began its risk management consulting practice, which focuses on risk-oriented process reviews and design of enterprise-wide risk management programs. Before joining Intapp, Meg was a shareholder at Baker Robbins & Company and a senior manager in the Price Waterhouse Law Firm Services Group.
Meg Block
Vice President, Risk Consulting
Meg is a recognized thought leader, bringing more than 25 years of management consulting experience to professional service firms. She joined Intapp in 2014 and began its risk management consulting practice, which focuses on risk-oriented process reviews and design of enterprise-wide risk management programs. Before joining Intapp, Meg was a shareholder at Baker Robbins & Company and a senior manager in the Price Waterhouse Law Firm Services Group.
Natalie Papaj
Senior Manager, Global Communications and Public Relations
Natalie specializes in internal and external communications and has 15 years experience in the technology market. At Intapp, she leads media relations, social media, analyst relations and internal communications. Natalie earned her bachelor of science degree in journalism from West Virginia University.
Natalie Papaj
Senior Manager, Global Communications and Public Relations
Natalie specializes in internal and external communications and has 15 years experience in the technology market. At Intapp, she leads media relations, social media, analyst relations and internal communications. Natalie earned her bachelor of science degree in journalism from West Virginia University.
Dan Tacone
President and Chief Client Officer
Dan Tacone is the President and Chief Client Officer at Intapp. Since 2010, he has helped build Intapp into one of the most valued and trusted partners to professional service firms. With over 35 years of professional services experience, he plays a pivotal role in helping meet clients’ most pressing challenges in a changing yet vibrant environment. Prior to Intapp, Tacone held leadership positions in sales, marketing, professional services and consulting at technology firms focused on the professional service industry. Tacone was the COO of Elite Information Systems where he helped establish the company as the market leader offering practice management systems for the professional services industry before its acquisition by Thomson Reuters. At Thomson Reuters, Tacone held various leadership positions as a Senior Vice President.
Dan Tacone
President and Chief Client Officer
Dan Tacone is the President and Chief Client Officer at Intapp. Since 2010, he has helped build Intapp into one of the most valued and trusted partners to professional service firms. With over 35 years of professional services experience, he plays a pivotal role in helping meet clients’ most pressing challenges in a changing yet vibrant environment. Prior to Intapp, Tacone held leadership positions in sales, marketing, professional services and consulting at technology firms focused on the professional service industry. Tacone was the COO of Elite Information Systems where he helped establish the company as the market leader offering practice management systems for the professional services industry before its acquisition by Thomson Reuters. At Thomson Reuters, Tacone held various leadership positions as a Senior Vice President.
Toby Brown
Chief Practice Management Officer
Toby Brown is the Chief Practice Management Officer for Perkins Coie. In this role, Toby works with firm partners and clients to develop pricing arrangements and service delivery models that drive successful relationships. This includes practice management, pricing, legal project management, lateral partner recruiting, practice innovation, and alternative staffing approaches. Prior to his current role, Toby served as the Chief Practice Officer for Akin Gump, and served in pricing roles for both Vinson & Elkins and Fulbright & Jaworski. Before joining Fulbright, Toby served as a Director for the Utah State Bar.
Toby presents nationally on legal pricing, practice management, knowledge management, marketing, technology, and law firm management for associations, law firms, legal departments, law schools, and paralegal programs. He is the founder of the P3 Conference, and chairs the Client Value group that owns the conference. He has published the book Law Firm Pricing: Strategies, Roles, and Responsibilities and maintains the ABA-award-winning 3 Geeks and a Law Blog.
Natalie Papaj
Senior Manager, Global Communications and Public Relations
Natalie specializes in internal and external communications and has 15 years experience in the technology market. At Intapp, she leads media relations, social media, analyst relations and internal communications. Natalie earned her bachelor of science degree in journalism from West Virginia University.
Pam Smith
Senior Vice President, Strategic Marketing
Pam leads corporate positioning and category definition initiatives for Intapp, in addition to overseeing the Product Marketing organization.
Pam Smith has been in marketing strategy and business advisory roles within the technology industry for over 25 years. She was a Partner at Regis McKenna Inc. a marketing and strategy consulting firm and has consulted to global industry leaders such as Cisco, Xerox, IBM as well as a wide variety of very successful early stage technology companies. Pam has also held positions as the most senior marketing officer within several companies seeing them through periods of high growth and acquisition. She most recently created the initial marketing plan for Looker that was acquired by Google for $2.7B. She also led the category creation and public filing efforts for Anaplan’s successful IPO. She is currently on the advisory board of several early stage technology companies.
Darryl Cross
Head, Global Sales Enablement
Cynthia Schmidt
Senior Director of Programs and Planning
Cynthia Schmidt, Senior Director of Programs and Planning, has spent 7 years at Intapp tracking initiatives and projects, providing oversight, driving planning, and creating executive-sponsored programs. She is responsible for organizing companywide sales, practice-specific meetings , and C-level Advisory Board meetings with clients. Cynthia champions cross-functional teams to drive successful project delivery.
Pam Smith
Senior Vice President, Strategic Marketing
Pam leads corporate positioning and category definition initiatives for Intapp, in addition to overseeing the Product Marketing organization.
Pam Smith has been in marketing strategy and business advisory roles within the technology industry for over 25 years. She was a Partner at Regis McKenna Inc. a marketing and strategy consulting firm and has consulted to global industry leaders such as Cisco, Xerox, IBM as well as a wide variety of very successful early stage technology companies. Pam has also held positions as the most senior marketing officer within several companies seeing them through periods of high growth and acquisition. She most recently created the initial marketing plan for Looker that was acquired by Google for $2.7B. She also led the category creation and public filing efforts for Anaplan’s successful IPO. She is currently on the advisory board of several early stage technology companies.
Transforming Business Development - Measures & Reminders
David Freeman of the David Freeman Consulting Group shares best practice tips on how to measure your own business development efforts, hold yourself accountable to them, and create a system of personal reminders to create new habits that will drive firm growth.
David Freeman, J.D.
CEO
An award-winning consultant and best-selling author who has trained and coached thousands of lawyers and leaders in 200 law firms, including 46% of the AmLaw 200.
Michael Warren
Vice President, Client Development and Intake Practice
Michael Warren, Wilson Allen’s Vice President of Client Development and Intake Practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them. He is the co-founder of Stanton Allen, which merged with Wilson Legal Solutions in 2018 to form Wilson Allen. Previously, Michael worked with LexisNexis focusing on InterAction projects and with Tikit in data client services.
Darryl Cross
Head, Global Sales Enablement
Jennifer Roberts
Senior Manager, Strategic Research
Jennifer specializes in the application of data science in the professional services market. At Intapp, she is responsible for the analytics and research team that supports thought leadership and new initiatives. Leveraging her skills to advocate, evangelize, and build data-fueled products and insight, she examines the legal industry to drive analytical intelligence that informs strategic decisions and solves organizational needs. Jennifer earned her bachelor of arts degree in anthropology and master of science degree in econometrics from the University of Minnesota.
Karen Conway
Director
Karen Conway is a skilled business leader in the realm of financial change, a qualified accountant. With more than 20 years of legal industry experience, Karen led the charge for two global practice-management system implementations. She is known as a champion of people engagement: the team, the users, and the decisionmakers.
David Freeman, J.D.
CEO
An award-winning consultant and best-selling author who has trained and coached thousands of lawyers and leaders in 200 law firms, including 46% of the AmLaw 200.
Guy Adams
General Manager, Leaders and Professionals Solutions
Transforming Business Development - The Data Quality Dilemma
Chris Fritsch, Founder and Business Development Technology Success Consultant for ClientsFirst Consulting, discusses importance of data quality. Learn how to “assess the mess” and put together an action plan to overcome the data quality dilemma for your firm.
Chris Fritsch, J.D.
Business Development Technology Success Consultant and Founder
A business development technology consultant with more than 20 years of experience helping hundreds of firms achieve marketing, business development and technology success.
Andrew Hutchinson
GTM Lead, Marketing and Business Development Practice
Andrew Hutchinson is a practice group leader for the marketing and business development practice at Intapp where he helps professional services firms achieve strategic objectives around client development and interoperability. He has a deep understanding of the role marketing and business development play in the wider professional services firm context, the range of objectives they seek to achieve, and he uses this knowledge to support them in driving both effectiveness and efficiency. Andrew has spent the last 15 years working with a broad cross-section of firms in EMEA and North America, helping them drive innovation in the delivery of services through the use of technology.
Dan Tacone
President and Chief Client Officer
Dan Tacone is the President and Chief Client Officer at Intapp. Since 2010, he has helped build Intapp into one of the most valued and trusted partners to professional service firms. With over 35 years of professional services experience, he plays a pivotal role in helping meet clients’ most pressing challenges in a changing yet vibrant environment. Prior to Intapp, Tacone held leadership positions in sales, marketing, professional services and consulting at technology firms focused on the professional service industry. Tacone was the COO of Elite Information Systems where he helped establish the company as the market leader offering practice management systems for the professional services industry before its acquisition by Thomson Reuters. At Thomson Reuters, Tacone held various leadership positions as a Senior Vice President.
Chris Whitmore
Practice Group Leader, Marketing and Business Development
Chris is a Practice Group Leader for the Marketing and Business Development group where he collaborates with firm leadership, helping to implement next-generation CRM strategies. With more than 20 years of CRM experience across the areas of sales, marketing and product management, Chris helps professional services firm leaders improve performance through focusing on combination of process, technology and change management. Before joining Intapp, Chris served in various roles at LexisNexis InterAction, a legal CRM as well as Manager in Accenture’s CRM consulting practice group.
Jennifer Roberts
Senior Manager, Strategic Research
Jennifer specializes in the application of data science in the professional services market. At Intapp, she is responsible for the analytics and research team that supports thought leadership and new initiatives. Leveraging her skills to advocate, evangelize, and build data-fueled products and insight, she examines the legal industry to drive analytical intelligence that informs strategic decisions and solves organizational needs. Jennifer earned her bachelor of arts degree in anthropology and master of science degree in econometrics from the University of Minnesota.
Jennifer Roberts
Senior Manager, Strategic Research
Jennifer specializes in the application of data science in the professional services market. At Intapp, she is responsible for the analytics and research team that supports thought leadership and new initiatives. Leveraging her skills to advocate, evangelize, and build data-fueled products and insight, she examines the legal industry to drive analytical intelligence that informs strategic decisions and solves organizational needs. Jennifer earned her bachelor of arts degree in anthropology and master of science degree in econometrics from the University of Minnesota.
Ryan McCrosson
Director, Strategic Consulting
Ryan focuses on the on the development, refinement, and collective understanding of broader partnership strategy including designing and executing the transformational components required to achieve these strategic goals. Prior to joining Intapp, Ryan was a practicing attorney in the federal trials and appeals practice. Thereafter, Ryan joined KPMG’s strategy and transformation group developing the strategies and driving end-to-end transformations for large government initiatives and scaled global partnerships.
Guy Adams
General Manager, Leaders and Professionals Solutions
Daragh McLaughlin
Practice Group Leader, Risk and Compliance
Daragh McLaughlin leads Intapp’s Risk and Compliance Practice for EMEA. With over 16 years of experience with law firm applications, he joined Intapp in 2013 and has since worked with clients across Europe on risk and compliance process improvement, including business acceptance, conflicts, AML/ CDD, management of outside council guidelines, and information security.
Meg Block
Vice President, Risk Consulting
Meg is a recognized thought leader, bringing more than 25 years of management consulting experience to professional service firms. She joined Intapp in 2014 and began its risk management consulting practice, which focuses on risk-oriented process reviews and design of enterprise-wide risk management programs. Before joining Intapp, Meg was a shareholder at Baker Robbins & Company and a senior manager in the Price Waterhouse Law Firm Services Group.
Andrew Hutchinson
GTM Lead, Marketing and Business Development Practice
Andrew Hutchinson is a practice group leader for the marketing and business development practice at Intapp where he helps professional services firms achieve strategic objectives around client development and interoperability. He has a deep understanding of the role marketing and business development play in the wider professional services firm context, the range of objectives they seek to achieve, and he uses this knowledge to support them in driving both effectiveness and efficiency. Andrew has spent the last 15 years working with a broad cross-section of firms in EMEA and North America, helping them drive innovation in the delivery of services through the use of technology.
Jill Nelson
Senior Director, Product and Business Management
Jill Nelson looks after the business end of Intapp’s OnePlace Operations & Finance solution, comprised of Intapp Time, Intapp Pricing and the intersections of those products with Intapp Terms. Jill converges her 20 years of legal tech experience across finance, product management & product marketing and a strong affinity for analytics to supply, together with the products and marketing teams, a multi-dimensional approach to supplying Intapp’s customers and stakeholders solutions that meaningfully impact the business of law.
Guy Adams
General Manager, Leaders and Professionals Solutions
Stuart Dodds
Co-founder and Principal
Stuart Dodds is Co-founder and Principal of Positive Pricing — a professional services-focused pricing consulting firm — and board member of the Legal Value Network. With nearly 30 years of professional service and law firm experience, Stuart was one of the first and longest serving legal pricing and legal project management directors in the industry. He is the author of Smarter Pricing, Smarter Profit, the leading book on law firm pricing, negotiation, and legal project management, published by the American Bar Association.
Guy Adams
General Manager, Leaders and Professionals Solutions
Todd Miller
Vice President and Practice Group Leader, Partner Practice
In addition to Gartner Group, Todd has won awards from the IDG/DEMO conference, CES, and others. He’s been featured in IBM’s “Success Stories” nationwide ad campaign and speaking tour He holds four patents in the field of search technology and has published dozens of articles and four books, including two on virtual officing.
Guy Adams
General Manager, Leaders and Professionals Solutions
Pam Smith
Senior Vice President, Strategic Marketing
Pam leads corporate positioning and category definition initiatives for Intapp, in addition to overseeing the Product Marketing organization.
Pam Smith has been in marketing strategy and business advisory roles within the technology industry for over 25 years. She was a Partner at Regis McKenna Inc. a marketing and strategy consulting firm and has consulted to global industry leaders such as Cisco, Xerox, IBM as well as a wide variety of very successful early stage technology companies. Pam has also held positions as the most senior marketing officer within several companies seeing them through periods of high growth and acquisition. She most recently created the initial marketing plan for Looker that was acquired by Google for $2.7B. She also led the category creation and public filing efforts for Anaplan’s successful IPO. She is currently on the advisory board of several early stage technology companies.
Guy Adams
General Manager, Leaders and Professionals Solutions
Guy Adams
General Manager, Leaders and Professionals Solutions
