Industry: Legal

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics already at play and created new urgency for an accelerated digital transformation for many. Management consulting and IT services firms have an unparalleled opportunity to provide full end-to-end strategy and delivery services for businesses looking to move to the cloud. Finding and onboarding the right advisory talent is key to this execution. But to what extent does a consulting firm’s own cloud strategy and IT infrastructure impact its ability to attract and retain that talent? And do firms that drink their own proverbial Champagne do a better job attracting and retaining clients? Join an expert panel with leaders from Intapp and Beecher Reagan on Thursday, June 24, as we discuss two key considerations for cloud: How to create a connected, cloud-first firm, and how to recruit the best cloud consulting talent to help your clients make their own moves to the cloud.

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy MLRO at Ashurst — discussed how technology can support your firm’s risk assessment processes, helps users collate and review necessary client information, and evaluate the impacts of risk scoring and active risk monitoring across the client matter lifecycle. Watch this on-demand video to learn how your firm can streamline risk assessment, AML, and customer due diligence: Understand today’s AML and CDD challenges, and the benefits of risk scoring and risk management throughout the client matter lifecycle Learn how Intapp Risk & Compliance can help your firm manage its AML and financial crimes process, including integration with widely used external data sources, as well as review, escalation and approvals Manage client interaction portals to streamline the process and gather relevant information and documents

Key-client plans build the foundation for a better client experience by creating a tailored approach to strategy, origination, and execution of engagements. With the right technology in place, marketing teams can rapidly access client data that allows their firms and lawyers to stay ahead of client demands and anticipate their needs. By leveraging critical information across the client lifecycle, key-client plans foster smart collaboration, utilizing client intelligence to identify lawyers who can best serve key clients and create cross-selling opportunities.

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges can be more instructive than hypothetical discussions about what you could or should do. Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed. Here are just a few of the #EpicCRMFails ‘potholes’ you will learn to avoid on the road to CRM Success: Problems First, Products Second – Identify your needs and requirements first before attempting to evaluate software. Let Lawyers Be Lawyers – Perhaps professionals who bill hundreds (or more) of dollars an hour shouldn’t be tasked with data entry. Minimizing their efforts by automating processes can maximize value – and adoption. No Dog and Pony Shows – Don’t get distracted by shiny bells and whistles. Instead, choose the features and functionality that match your needs and requirements. Defeat the Deluge of Data – Don’t drown in dated data. Instead focus on getting information you need to succeed, keep it clean and turn it into actionable insights.

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial Intelligence and Law to a different aspect of interesting problems, primarily related to the business side of the legal practice. AILBiz intends to open a space for researchers — both experienced and newcomers — to participate in discussions, exchange ideas, and collaborate around a specific set of problems in which AI/ML solutions have the potential to drive profound transformation within this global multimillion-dollar industry.

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges can be more instructive than hypothetical discussions about what you could or should do. Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed. Here are just a few of the #EpicCRMFails ‘potholes’ you will learn to avoid on the road to CRM Success: Problems First, Products Second – Identify your needs and requirements first before attempting to evaluate software. Let Lawyers Be Lawyers – Perhaps professionals who bill hundreds (or more) of dollars an hour shouldn’t be tasked with data entry. Minimizing their efforts by automating processes can maximize value – and adoption. No Dog and Pony Shows – Don’t get distracted by shiny bells and whistles. Instead choose the features and functionality that match your needs and requirements. Defeat the Deluge of Data – Don’t drown in dated data. Instead focus on getting information you need to succeed, keep it clean and turn it into actionable insights.

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success. Our experts will discuss a variety of topics: Identifying the adoption dilemma and understanding how it manifests Digging into the science of change management to build a compelling CRM adoption and communications strategy Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it

A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.

Intapp and The Legal Sales and Service Organization (LSSO) recently surveyed marketing and business development executives at midsize and large law firms to determine how they are approaching business development and “sales.” The results were illuminating: 90% of those surveyed reported that their firms utilize a decentralized marketing and business development model — an approach that largely disperses efforts and teams across an array of practice groups, industries, and client categories.

Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law. In this session, our panel will share some of the ways in which firms can adapt, grow, and drive stronger business development cultures in our new reality. You’ll learn: How data, insights and predictive analytics are being used to inform client growth programs How innovative strategies and techniques used in B2B marketing can be successfully applied inside law Why now, more than ever, law firm CMOs and CBDOs have a golden moment to lead the charge and shine.