Industry: Legal

It’s difficult to strike right balance between control and user empowerment in your Microsoft Teams deployment. Join us to learn the keys to securing your Microsoft Teams environment using Intapp Walls and Intapp Workspaces to establish the right structure, control, security, and governance for your law firm.

Learn how Intapp Experience provides a robust, comprehensive view of a firm’s past experience–allowing it to focus on pursuing relevant new business.

The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare opportunity to get lawyers to focus on business development and technology to help rebuild their practices. In this 45-minute program, Darryl Cross of Intapp, David Freeman of David Freeman Consulting Group, and Chris Fritsch of CLIENTSFirst Consulting will share information, ideas and best practices for success, including: Adapting business development approaches in this new environment An overview of technology available to help attorneys develop business and strategies for encouraging them to use it Leveraging technology to coordinate outreach efforts, deepen relationships and generate new revenue Encouraging and enhancing collaboration as teams working across practices and offices Implementing processes and resources to support attorneys’ business development efforts

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes, external data sources, and data rekeying data. But there’s a better way: Intapp Risk & Compliance provides flexible, complete management of client and matter onboarding as well as complete due diligence processes with a full audit trail.

Law firms that take a modern approach to client development and transition their organizations from reactive to insight-based will accelerate their ability to win business with both new and existing clients.

No firm is truly ever prepared for a crisis, let alone one that changes everything overnight. And when a crisis hits, every firm relies on its client relationships to carry itself through challenges. Because relationships with clients, partners, and alumni are what help generate referrals and new business for firms. But, how do firms know who in their firm has the strongest relationships if they’re struggling with contact data quality? Learn how some of the brightest minds in the industry have prepared their firms to thrive despite extraordinary circumstances. Join us for this fireside chat to answer questions such as: What are the common contact data quality problems firms encounter? What are the easiest problems to solve? Why? Once contact data quality issues are solved, what relationship insights result in positive business outcomes? How are they useful? How are relationships analyzed by practice, sector, and geographies to retain and protect revenue? How does the firm identify relationship risk? What steps are taken to minimize relationship capital risk?

When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their profit ecosystem? Join us in this moderated panel to discuss real-world examples of profit and client relationship erosion over time and how they were saved and increased by using the data already in the firm’s systems.

You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project, including: What expectations should stakeholders set for implementation project teams? What is the right level of reporting and detail to measure project progress and success? How important is regular communication back to the firm on project progress? To what extent should you expect your implementation partner to take the lead on project delivery? How involved as stakeholders should you expect to be when setting and managing the partnerships expectations of the project? Do you see a role for your clients in setting the scope of your CRM project – e.g., key client plans and client listening?

Learn about common problems that complicate the assessment of client requests and the evaluation of new business—and how firms are gaining efficiency.