Industry: Legal

Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

Join us as we discuss ways to stay connected and focused amid the COVID-19 outbreak and provide world-class marketing and business development support during this time of social distancing.

All firms want to grow, but it’s difficult to do so in an uncertain environment where legal services demand growth is nearly flat, existing decision support systems are woefully inadequate, and workflows are suboptimal as a result. Leading firms know there’s little margin for error and conduct a thorough examination of what’s effective and not in driving growth. Learn from some of the brightest minds on how they prepared their firm to thrive despite uncertainty. Join us for this discussion to answer questions such as: What was the state of information and insights? What information is useful? Where are there information gaps? What were the drivers of change? How were the current drivers of revenue growth identified? What behaviors led to successful outcomes? How diverse is your firm? What cultural change was needed? What experience do we want clients to have? How does the firm currently organize itself around client needs? How does the firm ensure clients have the ideal experience?

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution that manages compliance, strategically evaluates new business, and drives revenue by accelerating conflicts analysis and reporting. Join a panel of experts on Thursday, April 29, as we discuss how a purpose-built solution can help mitigate risk, ensure compliance, and drive profitability. The session will discuss: How an integrated, cloud-based solution with advanced technology can help your firm Accelerate and optimize risk management activities, with AI and predictive modeling allowing lawyers to focus on billable work Onboard new business seamlessly while managing risk and monitoring ongoing relationships How your firm can deploy a connected approach to managing risk and meeting client expectation

Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have. In part one, we’ll review the following points to keep in mind before making a decision: Attainable goals and what you can hope to accomplish through CRM transformation What solutions are in the marketplace  How these solutions compare

You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action. During this webinar, you will learn: How to articulate a persuasive business case for investing in a new CRM for your firm Identify and document technology gaps that link directly to business impacts Quantify the actual cost of lost opportunities attributable to legacy CRM systems

You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work. During this webinar, you will learn: How to use Intapp Marketing and Business Development to run practice group meetings Real-world examples including client satisfaction, lateral onboarding, and industry teams How the connected firm — connecting people, processes, and data using the right technology — transforms your work and strengthens client relationships