Operations and Finance Leaders
Pathways to Profitability: Strategy and Execution for CFOs, COOs, and Practice Managers
Now more than ever, margin protection and efficiency have become urgent priorities for CFOs, COOs, and practice leaders. With a deep understanding of your business issues — and your industry — we help you discover the right strategies to plan and execute for enhanced profitability.
The Challenges You Face
Economic uncertainty is shifting the demand for legal services, but the resulting changes may not always reflect profitable work. Increased competition, more demanding general counsels, and lower legal budgets all require innovative ways to discover and convert higher-margin opportunities.
Legacy technologies and outdated processes inflict significant manual effort and starve your firm of the information it needs to more effectively achieve your business goals and strategic plans, and act as advisors to the partnership.
Heightened operational and financial risk — due to increasing client demands and market uncertainty — require better coordination across your firm’s teams and functions.
How Intapp Strategic Consulting Can Help You
Profitable Delivery Diagnostic
Identify new strategic insights and prioritize opportunities to improve margin
Providing greater visibility of data-driven insights across processes —pricing, time recording, matter execution, and invoicing — gives your partners ammunition to target the right areas to ultimately drive both top-line (revenue) and bottom-line (profit) growth. We analyze your financial data and use market intelligence to share recommendations that will drive profitability and support your growth plan.
Client Matter Lifecycle Review
Streamline your client experience and address inefficiencies across internal functions
The client matter lifecycle model helps you optimize execution and enhance profitable delivery of the work you’ve won. We conduct cross-team assessments of your processes, policies, technology, and data to identify gaps and challenges relative to best practices, unlocking hidden value and driving enhanced effectiveness. We also design a plan for future ways of working to help address these gaps and challenges for your firm.
Financial Management System (FMS) Selection and Program Governance
De-risk your FMS selection and use it as an opportunity to drive greater value for the firm
Your firm’s financial management system (FMS) is the engine driving compliance, scale, and financial operations. It can be a challenging journey to select and implement a new cost effective, fit for purpose FMS that enables interoperability with your other systems. Our team has years of experience in helping firms conduct market reviews and RFPs to select appropriate technology in a programmatic way that will set up your firm for success.
Finance Function Operating Model Improvement
Review your processes and policies, and address the role of technology and data to drive greater value for partners and professionals
Finance departments play a wider role to play in your firm, beyond driving efficient and compliant payables and receivables. As leading firms move toward digitally enabled,
Legal Project Management Design
Build multifaceted teams to address client expectations around confidence in the progression towards outcomes
Legal project management can drive the innovation you need to augment your legal service offerings and surface higher margin opportunities. We will collaboratively design and mobilize your legal project management team to enable best practices throughout matter execution.
Change Management Consulting
Embed new behaviors and ways of working across your firm
We accelerate adoption of innovative and technology enabled ways of working by managing the changes and pain points for different personas. We promote buy-in from different stakeholder groups and ensure a return on your investments, whether they include new processes, technology, or data-driven ways of working, or all of the above.
Protecting Margin: Strategies to Help Both Firms and Clients
For our law firm leaders tasked with margin protection, view our latest guidance on defining sustainable, win-win strategies based on client collaboration principles across the client matter lifecycle.
Change management in action: Driving new ways of working in partner-led firms
Intapp Strategic Consulting explores how law firms can achieve modernization success through a robust change strategy that can ensure adoption of new ways of working and achieve target ROIs.
Meet the team
Sanjeev GandhiVice President and Head, Strategic Consulting
Vice President and Head, Strategic Consulting
Sanjeev Gandhi leads the Intapp Strategic Consulting team, working closely with law firm leaders on technology, change management, and data strategies to improve profitability and drive client success throughout the client engagement lifecycle. He brings more than 20 years of experience to Intapp, including 17 years at PwC. Gandhi was a senior member of PwC’s consulting practice for 7 years, where he focused on the legal sector.
Kian PoonDirector, Strategic Consulting
Director, Strategic Consulting
Kian Poon has deep experience in operations transformation, leading a number of transformation programs focused on delivering enhanced client-centric services.
Poon works closely with chief officers and their teams to transform their business operating models to meet changing client and market demands. In particular, he has worked with some of the world’s largest professional services firms to develop their approaches to clients and market development, front office services modernization, and business-enabling support services.
Ambika KapurAssociate Director, Strategic Consulting
Associate Director, Strategic Consulting
Ambika is experienced in working with leading professional and financial services firms across EMEA and USA to address their business challenges. Prior to joining Intapp, Ambika worked with PwC’s consulting practice advising firms on their business goals of profitability, operational effectiveness and efficiency, client service and minimizing risk.